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Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FTS
51
Fifth Third Securities
Ohio
$466K +$66.9K +814 +17%
CA
52
Calton & Associates
Florida
$466K +$458K +5,572 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$463K +$34.2K +416 +8%
RA
54
Rodgers & Associates
Pennsylvania
$428K -$43.9K -534 -9%
BRWA
55
B. Riley Wealth Advisors
Florida
$413K -$65K -790 -14%
SWM
56
Spire Wealth Management
Virginia
$412K
WHG
57
Westwood Holdings Group
Texas
$392K
BIA
58
BHK Investment Advisors
Alabama
$369K
AWS
59
Atria Wealth Solutions
New York
$360K +$353K +4,294 New
IWM
60
IHT Wealth Management
Illinois
$344K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$342K
FW
62
FirstPurpose Wealth
Utah
$335K
MCM
63
Manchester Capital Management
Vermont
$334K
ANTB
64
AMG National Trust Bank
Colorado
$326K
MP
65
McDonald Partners
Ohio
$322K +$316K +3,844 New
ADL
66
Asset Dedication LLC
California
$320K
CS
67
Comerica Securities
Michigan
$299K -$67.6K -822 -19%
W
68
Wealthquest
Ohio
$297K
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$274K +$100K +1,216 +59%
Northern Trust
70
Northern Trust
Illinois
$267K
MGIA
71
Moneta Group Investment Advisors
Missouri
$267K +$262K +3,188 New
Betterment LLC
72
Betterment LLC
New York
$264K +$6.91K +84 +3%
MWM
73
Meridian Wealth Management
Kentucky
$259K
USCWA
74
U.S. Capital Wealth Advisors
Texas
$250K
SPC
75
Sigma Planning Corp
Michigan
$232K +$10.9K +132 +5%