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Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
101
Lido Advisors
California
$252K
WWM
102
Western Wealth Management
Colorado
$246K
Cerity Partners
103
Cerity Partners
New York
$240K +$3.74K +37 +2%
FTS
104
Fifth Third Securities
Ohio
$238K -$23K -228 -9%
SOWAS
105
Silver Oak Wealth Advisors Services
California
$228K
AFG
106
Atomi Financial Group
New York
$225K +$101 +1 +0%
TYCC
107
Texas Yale Capital Corp
Florida
$222K
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$216K
ACP
109
Argyle Capital Partners
California
$214K +$7.27K +72 +4%
JFG
110
JMG Financial Group
Illinois
$211K
PFPG
111
Pinnacle Financial Partners (Georgia)
Georgia
$207K +$207K +2,049 New
TNBTD
112
Trustmark National Bank Trust Department
Mississippi
$202K -$6.06K -60 -3%
KWM
113
Kingsview Wealth Management
Oregon
$200K +$200K +1,984 New
PA
114
Parallel Advisors
California
$195K
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$189K +$76.5K +758 +68%
HDIM
116
Hanson & Doremus Investment Management
Vermont
$152K
MCM
117
MAI Capital Management
Ohio
$121K
SL
118
Salomon & Ludwin
Virginia
$119K
UBS AM
119
UBS AM
Illinois
$115K +$115K +1,136 New
FHA
120
Flagship Harbor Advisors
Massachusetts
$112K +$111K +1,104 New
RWM
121
Rialto Wealth Management
New York
$107K
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$94.6K -$19.5K -193 -17%
GRP
123
Global Retirement Partners
California
$90.8K +$1.11K +11 +1%
BlackRock
124
BlackRock
New York
$88.6K +$75.5K +748 +575%
TIAAOA
125
Teachers Insurance & Annuity Association of America
New York
$83.9K +$4.04K +40 +5%