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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VPP
176
Vertex Planning Partners
Illinois
$320K
NW
177
NewEdge Wealth
Pennsylvania
$310K
SHF
178
Stage Harbor Financial
Massachusetts
$308K
ESB
179
Essex Savings Bank
Connecticut
$308K
EH
180
Equitable Holdings
New York
$304K +$762 +7 +0.3%
NP
181
Nilsine Partners
Colorado
$298K +$294K +2,704 New
WAM
182
WNY Asset Management
New York
$296K +$37.9K +348 +15%
VP
183
Verum Partners
North Carolina
$289K +$870 +8 +0.3%
JIC
184
Joel Isaacson & Co
New York
$288K +$35.8K +329 +14%
HighTower Advisors
185
HighTower Advisors
Illinois
$288K +$67.7K +622 +31%
NL
186
NWAM LLC
Washington
$287K
HTHT
187
Hemenway Trust Hemenway Trust
New Hampshire
$275K
KG
188
Kieckhefer Group
Wisconsin
$273K +$435 +4 +0.2%
MWM
189
Mascagni Wealth Management
Mississippi
$264K -$46.6K -428 -15%
CAM
190
Cozad Asset Management
Illinois
$263K
CWM
191
Chemistry Wealth Management
New York
$262K
MCIA
192
Mountain Capital Investment Advisors
Colorado
$259K -$384K -3,526 -60%
CA
193
CoreCap Advisors
Michigan
$246K -$15.2K -140 -6%
BIG
194
Brooklyn Investment Group
New York
$243K
4WM
195
49 Wealth Management
Texas
$242K +$762 +7 +0.3%
CIC
196
Chilton Investment Company
Connecticut
$241K +$238K +2,185 New
EFA
197
Evernest Financial Advisors
Indiana
$236K -$979 -9 -0.4%
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$231K
AFP
199
Alpha Financial Partners
Kentucky
$231K +$2.83K +26 +1%
SFG
200
Snider Financial Group
Washington
$229K