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Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
76
Western Wealth Management
Colorado
$232K
CSPIA
77
Cary Street Partners Investment Advisory
Virginia
$231K -$174K -2,233 -44%
ASN
78
Advisory Services Network
Georgia
$228K +$4.83K +62 +2%
IA
79
IFG Advisors
Missouri
$228K
EFS
80
Essex Financial Services
Connecticut
$208K +$196K +2,522 New
FFN
81
Focus Financial Network
Minnesota
$208K +$196K +2,521 New
KFGK
82
Keystone Financial Group (Kentucky)
Kentucky
$205K +$194K +2,492 New
RIA
83
Retirement Investment Advisors
Oklahoma
$203K +$192K +2,468 New
BRWA
84
B. Riley Wealth Advisors
Florida
$200K -$14.8K -190 -7%
GT
85
Glenmede Trust
Pennsylvania
$153K
HF
86
Halpern Financial
Virginia
$146K
William Blair & Company
87
William Blair & Company
Illinois
$142K +$31.1K +400 +30%
HDIM
88
Hanson & Doremus Investment Management
Vermont
$124K
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$112K -$934 -12 -0.9%
FCMT
90
Founders Capital Management (Texas)
Texas
$95.7K
CFGS
91
Concourse Financial Group Securities
Alabama
$84.5K -$10.6K -136 -12%
GJIA
92
Glass Jacobson Investment Advisors
Maryland
$68.2K +$64.5K +829 New
SPIA
93
Steward Partners Investment Advisory
New York
$68K -$3.89K -50 -6%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$49.1K
CIA
95
Cape Investment Advisory
Georgia
$44K
PTC
96
Private Trust Company
Ohio
$32.9K
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27K
IA
98
IFP Advisors
Florida
$21.4K
GRP
99
Global Retirement Partners
California
$21.2K
GWM
100
Geneos Wealth Management
Colorado
$18.4K