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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
$525K +$531K +6,488 New
Stifel Financial
52
Stifel Financial
Missouri
$500K +$229K +2,794 +83%
BRWA
53
B. Riley Wealth Advisors
Florida
$463K +$16.4K +200 +4%
JP Morgan Chase
54
JP Morgan Chase
New York
$462K
RA
55
Rodgers & Associates
Pennsylvania
$456K -$43.4K -530 -9%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$429K +$47.3K +578 +12%
ADL
57
Asset Dedication LLC
California
$418K
SWM
58
Spire Wealth Management
Virginia
$398K
WHG
59
Westwood Holdings Group
Texas
$379K -$208K -2,548 -35%
BIA
60
BHK Investment Advisors
Alabama
$356K
IFWM
61
Institute for Wealth Management
Colorado
$332K
MCM
62
Manchester Capital Management
Vermont
$323K
W
63
Wealthquest
Ohio
$285K
WWM
64
Western Wealth Management
Colorado
$284K +$25K +306 +10%
ANTB
65
AMG National Trust Bank
Colorado
$282K +$286K +3,490 New
FTUS
66
Flow Traders U.S.
New York
$278K +$281K +3,440 New
RFA
67
Reilly Financial Advisors
California
$270K
MWM
68
Meridian Wealth Management
Kentucky
$260K
NFG
69
Next Financial Group
Texas
$258K -$1.64K -20 -0.6%
UR
70
USCA RIA
Texas
$241K
Cerity Partners
71
Cerity Partners
New York
$231K
Northern Trust
72
Northern Trust
Illinois
$211K
HF
73
Halpern Financial
Virginia
$203K -$9.82K -120 -5%
KFI
74
Key Financial Inc
Pennsylvania
$188K
SPIA
75
Steward Partners Investment Advisory
New York
$175K +$61.4K +750 +53%