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Vanguard S&P Mid-Cap 400 ETF
IVOO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Valeo Financial Advisors
126
Valeo Financial Advisors
Indiana
USD 1.21 M -USD 49.9 k -402 -4%
NewEdge Wealth
127
NewEdge Wealth
Pennsylvania
USD 1.2 M +USD 788 k +6,346 +223%
Sax Wealth Advisors
128
Sax Wealth Advisors
New Jersey
USD 1.19 M – – –
MAI Capital Management
129
MAI Capital Management
Ohio
USD 1.16 M +USD 1.04 M +8,412 +1,699%
RWA Wealth Partners
130
RWA Wealth Partners
Massachusetts
USD 1.13 M -USD 444 k -3,575 -29%
1834 Investment Advisors
131
1834 Investment Advisors
Wisconsin
USD 1.1 M -USD 75.3 k -606 -7%
PACK Private Wealth
132
PACK Private Wealth
Minnesota
USD 1.06 M – – –
Flow Traders U.S.
133
Flow Traders U.S.
New York
USD 1.04 M +USD 990 k +7,967 Nuevas
NewEdge Advisors
134
NewEdge Advisors
Louisiana
USD 984 k -USD 32.2 k -259 -3%
Smartleaf Asset Management
135
Smartleaf Asset Management
Massachusetts
USD 973 k – – –
Chicago Partners Investment Group
136
Chicago Partners Investment Group
Illinois
USD 968 k -USD 30.3 k -244 -3%
Betterment LLC
137
Betterment LLC
New York
USD 963 k -USD 186 k -1,499 -17%
Concurrent Investment Advisors
138
Concurrent Investment Advisors
Florida
USD 946 k -USD 10.4 k -84 -1%
Federation des caisses Desjardins du Quebec
139
Federation des caisses Desjardins du Quebec
Quebec, Canada
USD 940 k -USD 14.8 k -119 -2%
Bartlett & Co Wealth Management
140
Bartlett & Co Wealth Management
Ohio
USD 940 k +USD 18.4 k +148 +2%
IEQ Capital
141
IEQ Capital
California
USD 926 k -USD 717 k -5,773 -45%
Wealthspire Advisors (New York)
142
Wealthspire Advisors (New York)
New York
USD 899 k +USD 12.3 k +99 +1%
Walkner Condon Financial Advisors
143
Walkner Condon Financial Advisors
Wisconsin
USD 888 k – – –
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
USD 873 k +USD 154 k +1,241 +22%
Sanctuary Advisors
145
Sanctuary Advisors
Indiana
USD 842 k +USD 9.7 k +78 +1%
McKinley Carter Wealth Services
146
McKinley Carter Wealth Services
West Virginia
USD 841 k – – –
AC
147
Anson Capital
Georgia
USD 841 k +USD 3.73 k +30 +0.5%
Spire Wealth Management
148
Spire Wealth Management
Virginia
USD 823 k -USD 23.7 k -191 -3%
Sound View Wealth Advisors Group
149
Sound View Wealth Advisors Group
Georgia
USD 810 k -USD 1.12 k -9 -0.1%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
150
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
USD 794 k +USD 756 k +6,090 Nuevas
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