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Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
51
Shufro Rose & Co
New York
$568K +$248K +2,875 +85%
CIBC World Market
52
CIBC World Market
Ontario, Canada
$532K
JIR
53
James Investment Research
Ohio
$522K +$66.6K +774 +16%
RWA
54
Redhawk Wealth Advisors
Minnesota
$487K +$45.1K +524 +11%
MFWP
55
Mosaic Family Wealth Partners
Missouri
$454K -$4.3K -50 -1%
EWA
56
EP Wealth Advisors
California
$437K
VA
57
Valmark Advisers
Ohio
$436K -$3.27K -38 -0.8%
TRIA
58
Trail Ridge Investment Advisors
Colorado
$433K -$3.1K -36 -0.7%
SWM
59
Spire Wealth Management
Virginia
$433K
RA
60
Rodgers & Associates
Pennsylvania
$414K -$47.4K -550 -11%
TRCT
61
Tower Research Capital (TRC)
New York
$405K +$242K +2,814 +171%
BIA
62
BHK Investment Advisors
Alabama
$400K +$379K +4,400 New
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$387K -$15.4K -179 -4%
CFGA
64
Cambridge Financial Group (Arizona)
Arizona
$379K
LFAS
65
Level Four Advisory Services
Texas
$366K
MCM
66
Manchester Capital Management
Vermont
$362K
AWS
67
Atria Wealth Solutions
New York
$359K +$2.33K +27 +0.7%
FW
68
FirstPurpose Wealth
Utah
$349K
IWM
69
IHT Wealth Management
Illinois
$348K
CSPIA
70
Cary Street Partners Investment Advisory
Virginia
$321K -$43.7K -508 -13%
W
71
Wealthquest
Ohio
$321K
ANTB
72
AMG National Trust Bank
Colorado
$316K
AAS
73
Ameritas Advisory Services
Nebraska
$316K +$57.3K +665 +23%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$292K +$277K +3,217 New
Fisher Asset Management
75
Fisher Asset Management
Washington
$290K +$275K +3,197 New