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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VP
176
Verum Partners
North Carolina
$274K +$1.74K +16 +0.6%
TC
177
TownSquare Capital
Utah
$272K +$281K +2,582 New
CAL
178
Capital Analysts LLC
Pennsylvania
$267K +$122K +1,120 +79%
HTHT
179
Hemenway Trust Hemenway Trust
New Hampshire
$263K
OFG
180
Opulen Financial Group
Virginia
$263K +$271K +2,492 New
Bank of New York Mellon
181
Bank of New York Mellon
New York
$258K +$32.9K +303 +14%
CAM
182
Cozad Asset Management
Illinois
$252K
BIM
183
Bridges Investment Management
Nebraska
$250K
CWM
184
Chemistry Wealth Management
New York
$250K
Comerica Bank
185
Comerica Bank
Texas
$247K -$1.96K -18 -0.8%
AFP
186
Alpha Financial Partners
Kentucky
$247K +$254K +2,337 New
AWS
187
Atria Wealth Solutions
New York
$240K -$4.66M -42,930 -95%
JIC
188
Joel Isaacson & Co
New York
$239K +$1.63K +15 +0.7%
KG
189
Kieckhefer Group
Wisconsin
$238K +$246K +2,260 New
CCIA
190
Cherry Creek Investment Advisors
Colorado
$236K -$4.46K -41 -2%
VFA
191
Valeo Financial Advisors
Indiana
$233K +$240K +2,213 New
4WM
192
49 Wealth Management
Texas
$229K
VR
193
Valued Retirements
Texas
$228K
EB
194
Eastern Bank
Massachusetts
$227K
AssetMark Inc
195
AssetMark Inc
California
$225K +$218K +2,007 +1,593%
AWA
196
Arkadios Wealth Advisors
Georgia
$224K
Betterment LLC
197
Betterment LLC
New York
$223K +$230K +2,117 New
SFG
198
Snider Financial Group
Washington
$220K +$227K +2,089 New
BA
199
Bristlecone Advisors
Washington
$217K
HSA
200
HBK Sorce Advisory
Pennsylvania
$214K