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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
176
Benchmark Wealth Management
Connecticut
$272K -$6.42K -61 -2%
WAG
177
Wallace Advisory Group
California
$269K +$268K +2,552 New
OFG
178
Opulen Financial Group
Virginia
$266K +$21.7K +206 +8%
EH
179
Equitable Holdings
New York
$262K +$105 +1 +0%
VP
180
Verum Partners
North Carolina
$257K +$842 +8 +0.3%
NL
181
NWAM LLC
Washington
$257K
HTHT
182
Hemenway Trust Hemenway Trust
New Hampshire
$246K
AFP
183
Alpha Financial Partners
Kentucky
$244K +$14.1K +134 +6%
Comerica Bank
184
Comerica Bank
Texas
$239K +$8.42K +80 +3%
CAM
185
Cozad Asset Management
Illinois
$235K
CWM
186
Chemistry Wealth Management
New York
$234K
CA
187
CoreCap Advisors
Michigan
$233K +$248K +2,361 New
Jones Financial Companies
188
Jones Financial Companies
Missouri
$229K +$195K +1,851 +390%
JIC
189
Joel Isaacson & Co
New York
$225K +$842 +8 +0.4%
KG
190
Kieckhefer Group
Wisconsin
$224K +$526 +5 +0.2%
VFA
191
Valeo Financial Advisors
Indiana
$219K +$105 +1 +0%
4WM
192
49 Wealth Management
Texas
$215K +$736 +7 +0.3%
CCIA
193
Cherry Creek Investment Advisors
Colorado
$214K -$8K -76 -3%
VR
194
Valued Retirements
Texas
$213K
TRCT
195
Tower Research Capital (TRC)
New York
$208K +$222K +2,111 New
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$207K +$184K +1,747 +492%
SFG
197
Snider Financial Group
Washington
$206K
AWS
198
Atria Wealth Solutions
New York
$205K -$20.3K -193 -8%
HighTower Advisors
199
HighTower Advisors
Illinois
$205K +$10.4K +99 +5%
BA
200
Bristlecone Advisors
Washington
$203K