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Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
51
Rodgers & Associates
Pennsylvania
$476K
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$431K +$17.5K +208 +4%
SWM
53
Spire Wealth Management
Virginia
$414K
FTS
54
Fifth Third Securities
Ohio
$401K -$46.5K -554 -10%
WHG
55
Westwood Holdings Group
Texas
$395K
BIA
56
BHK Investment Advisors
Alabama
$371K
CS
57
Comerica Securities
Michigan
$370K +$368K +4,388 New
IWM
58
IHT Wealth Management
Illinois
$347K +$7.39K +88 +2%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$344K +$342K +4,080 New
FW
60
FirstPurpose Wealth
Utah
$337K +$336K +4,000 New
MCM
61
Manchester Capital Management
Vermont
$336K
ANTB
62
AMG National Trust Bank
Colorado
$328K +$33.6K +400 +11%
SPIA
63
Steward Partners Investment Advisory
New York
$326K +$92.8K +1,106 +40%
ADL
64
Asset Dedication LLC
California
$322K
W
65
Wealthquest
Ohio
$297K
RFA
66
Reilly Financial Advisors
California
$281K
WWM
67
Western Wealth Management
Colorado
$270K +$269K +3,206 New
NFG
68
Next Financial Group
Texas
$269K
Northern Trust
69
Northern Trust
Illinois
$268K +$48.7K +580 +22%
MWM
70
Meridian Wealth Management
Kentucky
$260K -$10.4K -124 -4%
Betterment LLC
71
Betterment LLC
New York
$258K
FMP
72
Financial Management Professionals
Texas
$255K +$254K +3,022 New
USCWA
73
U.S. Capital Wealth Advisors
Texas
$251K
Cerity Partners
74
Cerity Partners
New York
$245K +$4.2K +50 +2%
HF
75
Halpern Financial
Virginia
$233K -$3.36K -40 -1%