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Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
51
Jane Street
New York
$411K -$210K -2,694 -35%
MFWP
52
Mosaic Family Wealth Partners
Missouri
$409K -$11.8K -151 -3%
SWM
53
Spire Wealth Management
Virginia
$402K
TRIA
54
Trail Ridge Investment Advisors
Colorado
$395K -$12.8K -165 -3%
LFAS
55
Level Four Advisory Services
Texas
$386K -$10.8K -139 -3%
BIA
56
BHK Investment Advisors
Alabama
$362K
TRCT
57
Tower Research Capital (TRC)
New York
$354K -$7.63K -98 -2%
VA
58
Valmark Advisers
Ohio
$344K +$26.9K +346 +9%
FTS
59
Fifth Third Securities
Ohio
$333K +$35.4K +455 +13%
FW
60
FirstPurpose Wealth
Utah
$329K
MCM
61
Manchester Capital Management
Vermont
$328K
ANTB
62
AMG National Trust Bank
Colorado
$320K
AWS
63
Atria Wealth Solutions
New York
$316K -$15.2K -195 -5%
IWM
64
IHT Wealth Management
Illinois
$312K
JIR
65
James Investment Research
Ohio
$303K -$59K -758 -17%
ADL
66
Asset Dedication LLC
California
$293K -$22.2K -285 -7%
W
67
Wealthquest
Ohio
$291K
MWM
68
Meridian Wealth Management
Kentucky
$276K +$3.97K +51 +2%
Citigroup
69
Citigroup
New York
$274K
CS
70
Comerica Securities
Michigan
$273K -$5.45K -70 -2%
3F
71
360 Financial
Minnesota
$269K -$45.1K -580 -15%
SRC
72
Shufro Rose & Co
New York
$256K +$242K +3,110 New
SWA
73
Stratos Wealth Advisors
Ohio
$256K +$32.1K +413 +15%
USCWA
74
U.S. Capital Wealth Advisors
Texas
$245K
WPC
75
Wedmont Private Capital
Pennsylvania
$236K +$219K +2,809 New