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Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Spire Wealth Management
Virginia
$380K
TRCT
52
Tower Research Capital (TRC)
New York
$375K +$41.8K +509 +12%
EWA
53
EP Wealth Advisors
California
$372K +$70.4K +857 +22%
VA
54
Valmark Advisers
Ohio
$367K +$44.2K +538 +13%
LFAS
55
Level Four Advisory Services
Texas
$365K
TRIA
56
Trail Ridge Investment Advisors
Colorado
$362K -$12K -146 -3%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$348K -$210K -2,559 -36%
JIR
58
James Investment Research
Ohio
$328K +$43.7K +532 +14%
CSPIA
59
Cary Street Partners Investment Advisory
Virginia
$316K +$102K +1,241 +44%
FW
60
FirstPurpose Wealth
Utah
$312K
MCM
61
Manchester Capital Management
Vermont
$311K
CS
62
Comerica Securities
Michigan
$311K +$55.3K +674 +20%
AWS
63
Atria Wealth Solutions
New York
$305K +$5.99K +73 +2%
ANTB
64
AMG National Trust Bank
Colorado
$303K
FTS
65
Fifth Third Securities
Ohio
$303K -$13.2K -161 -4%
IWM
66
IHT Wealth Management
Illinois
$296K
W
67
Wealthquest
Ohio
$275K
FFN
68
Focus Financial Network
Minnesota
$275K +$82.8K +1,008 +40%
MWM
69
Meridian Wealth Management
Kentucky
$270K +$10K +122 +4%
SRC
70
Shufro Rose & Co
New York
$264K +$22.6K +275 +9%
ADL
71
Asset Dedication LLC
California
$263K -$16.5K -201 -6%
Citigroup
72
Citigroup
New York
$259K
SWA
73
Stratos Wealth Advisors
Ohio
$242K +$328 +4 +0.1%
USCWA
74
U.S. Capital Wealth Advisors
Texas
$232K
WWM
75
Western Wealth Management
Colorado
$220K