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Vanguard S&P Mid-Cap 400 ETF
IVOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
201
LJI Wealth Management
Indiana
$328K +$102K +868 +43%
NW
202
NewEdge Wealth
Pennsylvania
$326K +$3.06K +26 +0.9%
ESB
203
Essex Savings Bank
Connecticut
$319K – – –
SHF
204
Stage Harbor Financial
Massachusetts
$319K – – –
JIC
205
Joel Isaacson & Co
New York
$311K +$11.5K +98 +4%
AT
206
American Trust
Kentucky
$303K -$54.5K -464 -15%
NL
207
NWAM LLC
Washington
$297K – – –
KG
208
Kieckhefer Group
Wisconsin
$283K +$470 +4 +0.2%
CAM
209
Cozad Asset Management
Illinois
$273K – – –
WWA
210
Wealth Watch Advisors
Colorado
$272K +$12.7K +108 +5%
CWM
211
Chemistry Wealth Management
New York
$271K – – –
MWM
212
Mascagni Wealth Management
Mississippi
$267K -$8.58K -73 -3%
CIC
213
Chilton Investment Company
Connecticut
$260K +$10.2K +87 +4%
CA
214
CoreCap Advisors
Michigan
$259K -$2.94K -25 -1%
VP
215
Verum Partners
North Carolina
$255K +$705 +6 +0.3%
ML
216
McAdam LLC
Pennsylvania
$255K +$262K +2,227 New
HSA
217
HBK Sorce Advisory
Pennsylvania
$254K – – –
EFA
218
Evernest Financial Advisors
Indiana
$254K -$1.41K -12 -0.6%
AW
219
Alaethes Wealth
Nevada
$254K +$7.17K +61 +3%
4WM
220
49 Wealth Management
Texas
$252K +$705 +6 +0.3%
VR
221
Valued Retirements
Texas
$247K – – –
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$247K +$1.18K +10 +0.5%
RA
223
RFG Advisory
Alabama
$244K +$251K +2,138 New
OFG
224
Opulen Financial Group
Virginia
$238K +$705 +6 +0.3%
AFP
225
Alpha Financial Partners
Kentucky
$237K +$4.82K +41 +2%
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