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Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
76
Bessemer Group
New Jersey
$162K -$245K -3,000 -60%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$124K +$125K +1,532 New
BAM
78
Belpointe Asset Management
Nevada
$100K +$101K +1,230 New
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$95K +$96.5K +1,180 New
CFGS
80
Concourse Financial Group Securities
Alabama
$89K -$10.8K -132 -11%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$89K -$7.53K -92 -8%
RIM
82
Rockbridge Investment Management
New York
$86K +$5.73K +70 +7%
APA
83
American Portfolios Advisors
New York
$74.2K +$2.13K +26 +3%
PCG
84
Private Capital Group
Connecticut
$72K
William Blair & Company
85
William Blair & Company
Illinois
$60K +$19.6K +240 +48%
Barclays
86
Barclays
United Kingdom
$52K +$52.5K +642 New
IA
87
IFP Advisors
Florida
$44K +$21.3K +260 +90%
LFG
88
Larson Financial Group
Missouri
$43K -$327 -4 -0.8%
BCV
89
Banque Cantonale Vaudoise
Switzerland
$42K +$42.5K +520 New
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$40K -$5.73K -70 -12%
AF
91
Advisornet Financial
Minnesota
$33K
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$32K
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.5K
GWM
94
Geneos Wealth Management
Colorado
$18K
SFA
95
Semmax Financial Advisors
North Carolina
$13K
AIM
96
Anchor Investment Management
South Carolina
$11.2K
PB
97
Pinnacle Bancorp
Nebraska
$9K
AWM
98
Activest Wealth Management
Florida
$6K
JCM
99
Jacobi Capital Management
Pennsylvania
$4K +$4.09K +50 New
AWM
100
Aberdeen Wealth Management
Illinois
-$9.83M -125,796 Closed