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Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
76
U.S. Capital Wealth Advisors
Texas
$271K – – –
CA
77
Cetera Advisors
Colorado
$266K +$252K +2,929 New
FTS
78
Fifth Third Securities
Ohio
$259K +$1.29K +15 +0.5%
Corient Private Wealth
79
Corient Private Wealth
Florida
$259K +$245K +2,849 New
WWM
80
Western Wealth Management
Colorado
$256K -$17.5K -203 -7%
W
81
WealthCollab
Washington
$255K – – –
IA
82
IFG Advisors
Missouri
$252K – – –
MA
83
Mutual Advisors
Nebraska
$248K +$235K +2,728 New
RJT
84
Raymond James Trust
Florida
$243K – – –
CFG
85
Cooper Financial Group
California
$238K -$335K -3,887 -60%
KWM
86
Kingsview Wealth Management
Oregon
$233K -$12.9K -150 -6%
ADL
87
Asset Dedication LLC
California
$233K – – –
KFGK
88
Keystone Financial Group (Kentucky)
Kentucky
$227K – – –
VF
89
Virtu Financial
New York
$219K +$208K +2,412 New
Jane Street
90
Jane Street
New York
$218K +$207K +2,404 New
Cerity Partners
91
Cerity Partners
New York
$215K – – –
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$194K -$18.9K -220 -9%
HF
93
Halpern Financial
Virginia
$156K – – –
HDIM
94
Hanson & Doremus Investment Management
Vermont
$137K – – –
William Blair & Company
95
William Blair & Company
Illinois
$136K -$19.4K -225 -13%
SL
96
Salomon & Ludwin
Virginia
$104K +$99K +1,150 New
CFGS
97
Concourse Financial Group Securities
Alabama
$93.2K – – –
FCMT
98
Founders Capital Management (Texas)
Texas
$69.9K – – –
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$69.2K – – –
BGAI
100
Bruce G. Allen Investments
Colorado
$63.1K +$59.8K +695 New