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Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$566K -$342K -3,900 -38%
SRC
52
Shufro Rose & Co
New York
$548K
HA
53
Hanover Advisors
South Carolina
$527K -$161K -1,838 -23%
CIBC World Market
54
CIBC World Market
Ontario, Canada
$514K
RWA
55
Redhawk Wealth Advisors
Minnesota
$488K +$18K +206 +4%
MFWP
56
Mosaic Family Wealth Partners
Missouri
$438K
EWA
57
EP Wealth Advisors
California
$421K
VA
58
Valmark Advisers
Ohio
$420K
SWM
59
Spire Wealth Management
Virginia
$418K
RA
60
Rodgers & Associates
Pennsylvania
$395K -$4.38K -50 -1%
BIA
61
BHK Investment Advisors
Alabama
$385K
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$371K -$2.8K -32 -0.8%
CFGA
63
Cambridge Financial Group (Arizona)
Arizona
$366K
LFAS
64
Level Four Advisory Services
Texas
$362K -$5.26K -60 -1%
AWS
65
Atria Wealth Solutions
New York
$358K +$11.7K +133 +3%
MCM
66
Manchester Capital Management
Vermont
$349K
DWM
67
Diversify Wealth Management
Utah
$349K +$350K +4,000 New
TRIA
68
Trail Ridge Investment Advisors
Colorado
$346K -$72K -822 -17%
IWM
69
IHT Wealth Management
Illinois
$336K
HPC
70
Hobart Private Capital
North Carolina
$329K +$329K +3,756 New
HF
71
Halpern Financial
Virginia
$323K +$170K +1,943 +111%
W
72
Wealthquest
Ohio
$309K
CSPIA
73
Cary Street Partners Investment Advisory
Virginia
$305K -$4.29K -49 -1%
ANTB
74
AMG National Trust Bank
Colorado
$305K
TRCT
75
Tower Research Capital (TRC)
New York
$293K -$97.4K -1,112 -25%