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Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$52K -$321K -6,000 -86%
SPIA
52
Steward Partners Investment Advisory
New York
$48K +$1.92K +36 +4%
PCG
53
Private Capital Group
Connecticut
$47K
APA
54
American Portfolios Advisors
New York
$45.6K +$3.74K +70 +9%
RIM
55
Rockbridge Investment Management
New York
$42K
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$29K +$4.49K +84 +17%
LFG
57
Larson Financial Group
Missouri
$28K +$1.39K +26 +5%
William Blair & Company
58
William Blair & Company
Illinois
$26K
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$21K
Fidelity Investments
60
Fidelity Investments
Massachusetts
$21K +$21.4K +400 New
AssetMark Inc
61
AssetMark Inc
California
$18K +$18.1K +338 New
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.2K
GWM
63
Geneos Wealth Management
Colorado
$11K
AIM
64
Anchor Investment Management
South Carolina
$7.23K
CFD
65
Creative Financial Designs
Indiana
$6K
PB
66
Pinnacle Bancorp
Nebraska
$6K
HI
67
Hudock Inc
Pennsylvania
$1K
Mariner
68
Mariner
Kansas
-$40.3M -783,218 Closed
RWP
69
RWA Wealth Partners
Massachusetts
-$455K -8,844 Closed
WWM
70
Western Wealth Management
Colorado
-$246K -4,784 Closed
SAM
71
Secure Asset Management
Michigan
-$219K -4,250 Closed
GWMIA
72
Global Wealth Management Investment Advisory
Florida
-$13K -260 Closed
CAN
73
Cetera Advisor Networks
California
-$9K -184 Closed
THWM
74
Taylor Hoffman Wealth Management
Virginia
-$2K -30 Closed