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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HTHT
176
Hemenway Trust Hemenway Trust
New Hampshire
$418K
BFIC
177
Bedell Frazier Investment Counselling
California
$400K +$8.93K +76 +2%
DWT
178
Dorsey & Whitney Trust
South Dakota
$396K
BF
179
BOK Financial
Oklahoma
$390K
1SB
180
1ST Source Bank
Indiana
$389K
CLIP
181
Colter Lewis Investment Partners
Connecticut
$387K +$397K +3,381 New
NS
182
NBC Securities
Alabama
$371K +$353 +3 +0.1%
SMA
183
Sage Mountain Advisors
Georgia
$369K
GVAG
184
Great Valley Advisor Group
Delaware
$367K +$470 +4 +0.1%
FFO
185
Fiduciary Family Office
Florida
$365K
SPC
186
Sigma Planning Corp
Michigan
$364K +$19.9K +169 +6%
IAA
187
Independent Advisor Alliance
North Carolina
$363K +$373K +3,174 New
SIC
188
Samalin Investment Counsel
New York
$361K +$1.18K +10 +0.3%
MFWM
189
Motley Fool Wealth Management
Virginia
$361K -$1.29M -10,963 -78%
PA
190
Pinnacle Associates
New York
$359K
TIP
191
Tandem Investment Partners
New Jersey
$357K
HighTower Advisors
192
HighTower Advisors
Illinois
$357K +$3.06K +26 +0.8%
CAG
193
Crestwood Advisors Group
Massachusetts
$353K +$2.94K +25 +0.8%
WPW
194
Waldron Private Wealth
Pennsylvania
$349K
NEPWA
195
New England Private Wealth Advisors
Massachusetts
$346K +$1.06K +9 +0.3%
Mercer Global Advisors
196
Mercer Global Advisors
Colorado
$346K -$40.5K -345 -10%
MMA
197
Miracle Mile Advisors
California
$344K
MFG
198
Merit Financial Group
Georgia
$343K +$705 +6 +0.2%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$335K
EFG
200
Embree Financial Group
Illinois
$330K +$823 +7 +0.2%