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Vanguard S&P Mid-Cap 400 ETF
IVOO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Warwick Investment Management
26
Warwick Investment Management
Texas
USD 13.8 M +USD 2.19 M +17,621 +20%
D.A. Davidson & Co
27
D.A. Davidson & Co
Montana
USD 13.2 M -USD 468 k -3,771 -4%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
USD 12.4 M +USD 213 k +1,712 +2%
Stifel Financial
29
Stifel Financial
Missouri
USD 12.1 M +USD 292 k +2,355 +3%
CCA
30
Coign Capital Advisors
Utah
USD 11.8 M -USD 104 k -838 -0.9%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
USD 11.4 M -USD 4.88 M -39,279 -31%
BWIA
32
Bryant Woods Investment Advisors
New York
USD 11.1 M -USD 3.48 k -28 -0%
RP
33
Raelipskie Partnership
Ontario, Canada
USD 10.7 M -USD 26.7 k -215 -0.3%
Pathstone Holdings
34
Pathstone Holdings
New Jersey
USD 10.4 M -USD 89.4 k -720 -0.9%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
USD 10 M -USD 2.61 M -21,013 -22%
Mount Yale Investment Advisors
36
Mount Yale Investment Advisors
Colorado
USD 9.7 M +USD 9.23 M +74,317 Nuevas
Vestmark Advisory Solutions
37
Vestmark Advisory Solutions
Massachusetts
USD 9.6 M +USD 9.14 M +73,550 Nuevas
KCA
38
Kastel Capital Advisors
Massachusetts
USD 9.6 M +USD 502 k +4,045 +5%
Two Sigma Investments
39
Two Sigma Investments
New York
USD 9.21 M +USD 8.77 M +70,617 Nuevas
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
USD 9.07 M +USD 621 k +4,998 +8%
Brown Advisory
41
Brown Advisory
Maryland
USD 8.49 M +USD 12.4 k +100 +0.2%
Checchi Capital Advisers
42
Checchi Capital Advisers
California
USD 8.47 M +USD 603 k +4,852 +8%
VCM
43
Violich Capital Management
California
USD 7.21 M +USD 1.3 M +10,500 +23%
Sentinel Trust
44
Sentinel Trust
Texas
USD 7.14 M – – –
Cerity Partners
45
Cerity Partners
New York
USD 7.04 M +USD 187 k +1,507 +3%
HAC
46
Harbor Advisory Corp
New Hampshire
USD 6.45 M – – –
Lebenthal Global Advisors
47
Lebenthal Global Advisors
New York
USD 6.44 M -USD 3.92 M -31,545 -39%
Kestra Advisory Services
48
Kestra Advisory Services
Texas
USD 6.34 M -USD 811 k -6,527 -12%
Texas Capital Bank Wealth Management Services
49
Texas Capital Bank Wealth Management Services
Texas
USD 6.27 M -USD 72.5 k -584 -1%
Soltis Investment Advisors
50
Soltis Investment Advisors
Utah
USD 6.09 M -USD 565 k -4,547 -9%
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