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Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Spire Wealth Management
Virginia
$384K +$358K +4,914 New
DADC
52
D.A. Davidson & Co
Montana
$380K
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$369K -$7.28K -100 -2%
IFWM
54
Institute for Wealth Management
Colorado
$320K -$72.8K -1,000 -20%
MCM
55
Manchester Capital Management
Vermont
$312K +$290K +3,988 New
BIA
56
BHK Investment Advisors
Alabama
$290K
W
57
Wealthquest
Ohio
$275K +$257K +3,530 New
Stifel Financial
58
Stifel Financial
Missouri
$264K +$246K +3,380 New
RFA
59
Reilly Financial Advisors
California
$260K
MWM
60
Meridian Wealth Management
Kentucky
$251K
WWM
61
Western Wealth Management
Colorado
$251K +$2.91K +40 +1%
NFG
62
Next Financial Group
Texas
$251K +$75.1K +1,032 +47%
UR
63
USCA RIA
Texas
$233K +$217K +2,980 New
Cerity Partners
64
Cerity Partners
New York
$223K +$208K +2,854 New
LI
65
LVZ Inc
Michigan
$206K +$192K +2,640 New
HF
66
Halpern Financial
Virginia
$205K -$96.8K -1,330 -34%
Northern Trust
67
Northern Trust
Illinois
$203K +$190K +2,604 New
KFI
68
Key Financial Inc
Pennsylvania
$182K
SPIA
69
Steward Partners Investment Advisory
New York
$110K +$34.5K +474 +51%
CFGS
70
Concourse Financial Group Securities
Alabama
$96K
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$91K -$9.03K -124 -10%
RIM
72
Rockbridge Investment Management
New York
$77K +$9.9K +136 +16%
PCG
73
Private Capital Group
Connecticut
$70K
APA
74
American Portfolios Advisors
New York
$69.6K
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$44K