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Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
126
VSM Wealth Advisory
Maryland
$57.3K
ACA
127
Aptus Capital Advisors
Alabama
$56.6K
PB
128
Pinnacle Bancorp
Nebraska
$55.2K
PTC
129
Private Trust Company
Ohio
$43K
GWM
130
Geneos Wealth Management
Colorado
$42.8K +$20.3K +224 +100%
NFSG
131
Newbridge Financial Services Group
Florida
$42.4K
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$42K
OSAM
133
O'Shaughnessy Asset Management
Connecticut
$41.5K -$10.4K -115 -21%
SPIA
134
Steward Partners Investment Advisory
New York
$37.8K
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$37.4K
GJIA
136
Glass Jacobson Investment Advisors
Maryland
$37K +$543 +6 +2%
AG
137
AmeriFlex Group
Nevada
$36.5K
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.3K
WA
139
WPG Advisers
Maryland
$31K
BCWM
140
Bartlett & Co Wealth Management
Ohio
$25.6K
CIA
141
Cape Investment Advisory
Georgia
$21.6K
CFD
142
Creative Financial Designs
Indiana
$19.9K
SFC
143
SYM Financial Corp
Indiana
$17K +$16.1K +178 New
AIM
144
Anchor Investment Management
South Carolina
$13.2K
BlackRock
145
BlackRock
New York
$12.4K +$11.8K +130 New
BF
146
BOK Financial
Oklahoma
$11.5K +$10.9K +120 New
PMFA
147
Plante Moran Financial Advisors
Michigan
$11.5K +$10.9K +120 New
Russell Investments Group
148
Russell Investments Group
United Kingdom
$9.55K
CJH
149
Christopher J. Hasenberg
Wisconsin
$8.21K -$122K -1,347 -94%
PPA
150
Painted Porch Advisors
California
$5.93K