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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
Mascagni Wealth Management
Mississippi
$269K +$998 +9 +0.4%
BCI
202
Brinker Capital Investments
Pennsylvania
$268K +$266K +2,396 New
CAM
203
Cozad Asset Management
Illinois
$267K
CWM
204
Chemistry Wealth Management
New York
$265K
CA
205
CoreCap Advisors
Michigan
$256K +$7.09K +64 +3%
BPA
206
Beacon Pointe Advisors
California
$255K +$35.6K +321 +16%
WWA
207
Wealth Watch Advisors
Colorado
$254K +$62.8K +566 +33%
EFA
208
Evernest Financial Advisors
Indiana
$252K -$6.99K -63 -3%
VP
209
Verum Partners
North Carolina
$249K -$43.3K -391 -15%
HSA
210
HBK Sorce Advisory
Pennsylvania
$247K
4WM
211
49 Wealth Management
Texas
$246K +$998 +9 +0.4%
CIC
212
Chilton Investment Company
Connecticut
$244K
AW
213
Alaethes Wealth
Nevada
$241K +$33.5K +302 +16%
VR
214
Valued Retirements
Texas
$241K
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$240K +$5.88K +53 +3%
OFG
216
Opulen Financial Group
Virginia
$232K +$776 +7 +0.3%
MCIA
217
Mountain Capital Investment Advisors
Colorado
$229K -$44.3K -400 -17%
EB
218
Eastern Bank
Massachusetts
$228K
SPIA
219
Steward Partners Investment Advisory
New York
$228K
SC
220
Sierra Capital
Florida
$228K
AFP
221
Alpha Financial Partners
Kentucky
$227K -$6.65K -60 -3%
LWM
222
LJI Wealth Management
Indiana
$224K
STA
223
Smith Thornton Advisors
Alabama
$224K
NHC
224
Nicholas Hoffman & Company
Georgia
$222K +$221K +1,989 New
Luther King Capital Management (LKCM)
225
Luther King Capital Management (LKCM)
Texas
$220K