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Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$269K +$176K +2,898 +196%
EI
52
Ellevest Inc
New York
$223K -$74.4K -1,226 -25%
KWM
53
Kingsview Wealth Management
Oregon
$217K -$758K -12,490 -78%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$176K +$26.1K +430 +18%
MWM
55
Meridian Wealth Management
Kentucky
$129K +$127K +2,100 New
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$111K – – –
NFG
57
Next Financial Group
Texas
$108K +$107K +1,758 New
US Bancorp
58
US Bancorp
Minnesota
$89K – – –
GSWM
59
Golden State Wealth Management
California
$79K -$121 -2 -0.2%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$71K -$2.43K -40 -3%
William Blair & Company
61
William Blair & Company
Illinois
$55K – – –
APA
62
American Portfolios Advisors
New York
$49.2K – – –
SPIA
63
Steward Partners Investment Advisory
New York
$43K +$42.5K +700 New
GT
64
Glenmede Trust
Pennsylvania
$25K – – –
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$24K – – –
WCM
66
Whitener Capital Management
North Carolina
$19K – – –
GWM
67
Geneos Wealth Management
Colorado
$13K – – –
GWMIA
68
Global Wealth Management Investment Advisory
Florida
$9K – – –
SWP
69
Strategic Wealth Partners
Ohio
$4K +$4.61K +76 New
BlackRock
70
BlackRock
New York
$2K – – –
HI
71
Hudock Inc
Pennsylvania
$2K – – –
PB
72
Pinnacle Bancorp
Nebraska
$2K – – –
THWM
73
Taylor Hoffman Wealth Management
Virginia
$2K – – –
TFGT
74
TS Financial Group (TSFG)
Illinois
$2K – – –
KeyBank National Association
75
KeyBank National Association
Ohio
– -$391K -6,518 Closed