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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$308K +$6.96K +70 +2%
EFG
177
Embree Financial Group
Illinois
$306K +$994 +10 +0.3%
VPP
178
Vertex Planning Partners
Illinois
$304K
NA
179
NewEdge Advisors
Louisiana
$302K -$88.4K -889 -24%
PS
180
Principal Securities
Iowa
$301K
NW
181
NewEdge Wealth
Pennsylvania
$299K
BWM
182
Benchmark Wealth Management
Connecticut
$298K +$8.35K +84 +3%
MWM
183
Mascagni Wealth Management
Mississippi
$296K -$41.7K -420 -13%
ESB
184
Essex Savings Bank
Connecticut
$293K -$277K -2,783 -50%
SHF
185
Stage Harbor Financial
Massachusetts
$293K -$277K -2,783 -50%
EH
186
Equitable Holdings
New York
$288K +$8.75K +88 +3%
NL
187
NWAM LLC
Washington
$277K
VP
188
Verum Partners
North Carolina
$274K +$696 +7 +0.3%
HTHT
189
Hemenway Trust Hemenway Trust
New Hampshire
$262K
KG
190
Kieckhefer Group
Wisconsin
$259K +$20K +201 +9%
CAM
191
Cozad Asset Management
Illinois
$250K
CWM
192
Chemistry Wealth Management
New York
$249K
CA
193
CoreCap Advisors
Michigan
$249K +$895 +9 +0.4%
WAM
194
WNY Asset Management
New York
$245K -$13.5M -135,460 -98%
BIG
195
Brooklyn Investment Group
New York
$243K +$230K +2,313 New
JIC
196
Joel Isaacson & Co
New York
$240K +$696 +7 +0.3%
4WM
197
49 Wealth Management
Texas
$229K +$795 +8 +0.4%
VR
198
Valued Retirements
Texas
$227K
EFA
199
Evernest Financial Advisors
Indiana
$225K -$77.5K -780 -27%
OSAM
200
O'Shaughnessy Asset Management
Connecticut
$220K +$141K +1,414 +208%