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Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$457K -$8.07K -74 -2%
VA
77
Valmark Advisers
Ohio
$434K – – –
AWM
78
AE Wealth Management
Kansas
$428K – – –
HPC
79
Hobart Private Capital
North Carolina
$428K – – –
PCM
80
Passive Capital Management
Maryland
$407K – – –
Fidelity Investments
81
Fidelity Investments
Massachusetts
$404K +$8.83K +81 +2%
W
82
Wealthquest
Ohio
$403K – – –
ANTB
83
AMG National Trust Bank
Colorado
$397K – – –
GT
84
Glenview Trust
Kentucky
$369K – – –
AAP
85
Arax Advisory Partners
Colorado
$368K +$351K +3,222 New
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$359K – – –
IWM
87
IHT Wealth Management
Illinois
$358K – – –
SWM
88
Spire Wealth Management
Virginia
$356K – – –
I2I
89
Insight 2811 Inc
Illinois
$351K +$109 +1 +0%
WWM
90
Western Wealth Management
Colorado
$349K – – –
CFG
91
Citizens Financial Group
Rhode Island
$345K – – –
LFAS
92
Level Four Advisory Services
Texas
$343K -$5.45K -50 -2%
SG
93
StoneX Group
New York
$327K -$25.5K -234 -8%
NA
94
NewEdge Advisors
Louisiana
$327K +$36.1K +331 +13%
PFM
95
Phillips Financial Management
Indiana
$326K – – –
W
96
WealthCollab
Washington
$320K – – –
IA
97
IFG Advisors
Missouri
$316K – – –
VA
98
Veratis Advisors
North Carolina
$292K +$279K +2,562 New
William Blair & Company
99
William Blair & Company
Illinois
$283K – – –
KFGK
100
Keystone Financial Group (Kentucky)
Kentucky
$281K -$4.14K -38 -2%