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Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$101K -$23.1K -300 -18%
CFGS
77
Concourse Financial Group Securities
Alabama
$89.1K
Bessemer Group
78
Bessemer Group
New Jersey
$77K
RDFA
79
Ritter Daniher Financial Advisory
Ohio
$66.4K
GJIA
80
Glass Jacobson Investment Advisors
Maryland
$45.2K +$45.5K +590 New
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$40K
PTC
82
Private Trust Company
Ohio
$31K
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$30.1K
MCC
84
Money Concepts Capital
Florida
$27.8K +$27.9K +362 New
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.2K
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$19K +$19.1K +248 New
GWM
87
Geneos Wealth Management
Colorado
$17.2K
IA
88
IFP Advisors
Florida
$16K -$22.2K -288 -53%
CSB
89
City State Bank
Iowa
$15K
Fidelity Investments
90
Fidelity Investments
Massachusetts
$12.6K -$1.23K -16 -9%
US Bancorp
91
US Bancorp
Minnesota
$11.4K +$11.4K +148 New
AIM
92
Anchor Investment Management
South Carolina
$10.6K
PB
93
Pinnacle Bancorp
Nebraska
$9K
BWP
94
Baldwin Wealth Partners
Massachusetts
$7.82K +$7.86K +102 New
BAM
95
Belpointe Asset Management
Nevada
$4.3K +$4.32K +56 New
WFA
96
WestHill Financial Advisors
California
$3.99K
PAG
97
Private Advisor Group
New Jersey
$1.86K +$34.8K +452 +2%
LFG
98
Larson Financial Group
Missouri
$1.81K
SWA
99
SOA Wealth Advisors
New York
$614 -$154 -2 -20%
NA
100
NewEdge Advisors
Louisiana
-$2.3M -33,200 Closed