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Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFWP
51
Mosaic Family Wealth Partners
Missouri
$440K +$6.74K +85 +2%
JIR
52
James Investment Research
Ohio
$434K +$60.5K +763 +18%
RWA
53
Redhawk Wealth Advisors
Minnesota
$422K +$384K +4,845 New
Valmark Advisers
54
Valmark Advisers
Ohio
$422K +$9.6K +121 +3%
EP Wealth Advisors
55
EP Wealth Advisors
California
$419K +$3.09K +39 +0.8%
TRIA
56
Trail Ridge Investment Advisors
Colorado
$419K +$12.5K +157 +3%
Spire Wealth Management
57
Spire Wealth Management
Virginia
$404K -$8.72K -110 -2%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$388K -$1.82K -23 -0.5%
Level Four Advisory Services
59
Level Four Advisory Services
Texas
$366K -$38.8K -489 -10%
CFGA
60
Cambridge Financial Group (Arizona)
Arizona
$364K +$331K +4,174 New
CSPIA
61
Cary Street Partners Investment Advisory
Virginia
$352K -$1.03K -13 -0.3%
FW
62
FirstPurpose Wealth
Utah
$349K – – –
MCM
63
Manchester Capital Management
Vermont
$348K – – –
Atria Wealth Solutions
64
Atria Wealth Solutions
New York
$342K +$793 +10 +0.3%
IHT Wealth Management
65
IHT Wealth Management
Illinois
$335K +$3.41K +43 +1%
Meridian Wealth Management
66
Meridian Wealth Management
Kentucky
$329K +$24.4K +307 +9%
W
67
Wealthquest
Ohio
$308K – – –
AMG National Trust Bank
68
AMG National Trust Bank
Colorado
$303K -$32.5K -410 -11%
TW
69
TritonPoint Wealth
Maryland
$274K +$249K +3,142 New
Flow Traders U.S.
70
Flow Traders U.S.
New York
$264K +$240K +3,024 New
Western Wealth Management
71
Western Wealth Management
Colorado
$264K +$16.1K +203 +7%
SRC
72
Shufro Rose & Co
New York
$264K – – –
U.S. Capital Wealth Advisors
73
U.S. Capital Wealth Advisors
Texas
$260K – – –
FTS
74
Fifth Third Securities
Ohio
$247K -$83.1K -1,048 -27%
Ameritas Advisory Services
75
Ameritas Advisory Services
Nebraska
$247K +$225K +2,839 New