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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%
IWC
156
Integrated Wealth Concepts
Massachusetts
$25.1K +$24K +220 New
BF
157
BOK Financial
Oklahoma
$24.3K
CFD
158
Creative Financial Designs
Indiana
$23.7K
AssetMark Inc
159
AssetMark Inc
California
$23K
HWA
160
Heritage Wealth Advisors
Virginia
$22.6K
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$21.7K -$81.3K -746 -80%
IFWM
162
Institute for Wealth Management
Colorado
$20.8K +$19.8K +182 New
MI
163
Markowski Investments
Florida
$19.8K +$19K +174 New
BCWM
164
Bartlett & Co Wealth Management
Ohio
$19.2K
KFAS
165
Keating Financial Advisory Services
Kansas
$18.5K
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