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Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
151
Smartleaf Asset Management
Massachusetts
$37K – – –
GP
152
Guardian Partners
Canada
$35.6K +$34K +312 New
RRMM
153
Regatta Research & Money Management
Louisiana
$34.2K +$32.7K +300 New
GRP
154
Global Retirement Partners
California
$29.4K +$28.1K +258 New
LFG
155
Larson Financial Group
Missouri
$25.1K -$48.3K -443 -67%
BF
156
BOK Financial
Oklahoma
$24.3K – – –
CFD
157
Creative Financial Designs
Indiana
$23.7K – – –
AssetMark Inc
158
AssetMark Inc
California
$23K – – –
HWA
159
Heritage Wealth Advisors
Virginia
$22.6K – – –
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$21.7K -$81.3K -746 -80%
IFWM
161
Institute for Wealth Management
Colorado
$20.8K +$19.8K +182 New
MI
162
Markowski Investments
Florida
$19.8K +$19K +174 New
BCWM
163
Bartlett & Co Wealth Management
Ohio
$19.2K – – –
KFAS
164
Keating Financial Advisory Services
Kansas
$18.5K – – –
AIM
165
Anchor Investment Management
South Carolina
$15.7K – – –
NL
166
NorthAvenue LLC
Ohio
$13.5K – – –
FB
167
First Bancorp
Maine
$11.4K +$10.9K +100 New
SFC
168
SYM Financial Corp
Indiana
$7.64K -$12.1K -111 -62%
EB
169
Eastern Bank
Massachusetts
$6.39K – – –
TRCT
170
Tower Research Capital (TRC)
New York
$6.39K +$6.11K +56 New
SS
171
SBI Securities
Japan
$2.28K -$1.64K -15 -43%
S
172
SignatureFD
Georgia
$1.6K – – –
SWA
173
SOA Wealth Advisors
New York
$913 – – –
IAA
174
Independent Advisor Alliance
North Carolina
– -$1.43M -14,047 Closed
Goldman Sachs
175
Goldman Sachs
New York
– -$1.06M -10,379 Closed