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Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TRIA
51
Trail Ridge Investment Advisors
Colorado
$400K +$432K +5,532 New
FTS
52
Fifth Third Securities
Ohio
$385K -$18.6K -238 -4%
RA
53
Rodgers & Associates
Pennsylvania
$369K
SWM
54
Spire Wealth Management
Virginia
$360K +$4.84K +62 +1%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$323K +$349K +4,470 New
BIA
56
BHK Investment Advisors
Alabama
$318K
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$317K -$89.1K -1,142 -21%
ANTB
58
AMG National Trust Bank
Colorado
$308K
AWS
59
Atria Wealth Solutions
New York
$307K -$3.12K -40 -0.9%
BRWA
60
B. Riley Wealth Advisors
Florida
$290K -$71.3K -914 -19%
FW
61
FirstPurpose Wealth
Utah
$289K
MCM
62
Manchester Capital Management
Vermont
$288K
IWM
63
IHT Wealth Management
Illinois
$278K -$20.6K -264 -6%
MP
64
McDonald Partners
Ohio
$278K
CS
65
Comerica Securities
Michigan
$258K
W
66
Wealthquest
Ohio
$255K
MGIA
67
Moneta Group Investment Advisors
Missouri
$250K +$21.2K +272 +9%
Citigroup
68
Citigroup
New York
$241K +$260K +3,330 New
Northern Trust
69
Northern Trust
Illinois
$230K
MWM
70
Meridian Wealth Management
Kentucky
$223K
HF
71
Halpern Financial
Virginia
$221K +$97.1K +1,244 +69%
USCWA
72
U.S. Capital Wealth Advisors
Texas
$215K
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$177K -$128K -1,634 -40%
KFI
74
Key Financial Inc
Pennsylvania
$170K
TRCT
75
Tower Research Capital (TRC)
New York
$162K -$267K -3,418 -60%