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Vanguard S&P Mid-Cap 400 ETF
IVOO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 24.9 M -USD 3.59 M -61,072 -13%
Raymond James Financial Services Advisors
2
Raymond James Financial Services Advisors
Florida
USD 15.5 M -USD 13.9 M -236,246 -48%
UBS Group
3
UBS Group
Switzerland
USD 13.9 M +USD 1.1 M +18,656 +9%
JP Morgan Chase
4
JP Morgan Chase
New York
USD 12.1 M +USD 11.8 M +200,000 Nuevas
LPL Financial
5
LPL Financial
California
USD 11.3 M +USD 411 k +6,992 +4%
Ameriprise
6
Ameriprise
Minnesota
USD 11 M +USD 606 k +10,304 +6%
Bank of America
7
Bank of America
North Carolina
USD 11 M +USD 327 k +5,558 +3%
Wells Fargo
8
Wells Fargo
California
USD 9.8 M +USD 267 k +4,546 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
USD 9.8 M -USD 440 k -7,486 -4%
FDx Advisors
10
FDx Advisors
Illinois
USD 6.77 M +USD 1.84 M +31,240 +39%
Bessemer Group
11
Bessemer Group
New Jersey
USD 4.36 M – – –
Texas Capital Bancshares
12
Texas Capital Bancshares
Texas
USD 4.01 M +USD 50.6 k +860 +1%
Raymond James & Associates
13
Raymond James & Associates
Florida
USD 3.95 M +USD 298 k +5,066 +8%
State Street
14
State Street
Massachusetts
USD 3.84 M – – –
Sun Life Financial
15
Sun Life Financial
Ontario, Canada
USD 3.43 M – – –
Hollencrest Capital Management
16
Hollencrest Capital Management
California
USD 2.9 M +USD 2.82 M +48,000 Nuevas
Bridgeworth
17
Bridgeworth
Alabama
USD 2.17 M -USD 5.78 M -98,300 -73%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
USD 2.11 M +USD 2.05 M +34,910 Nuevas
Two Sigma Securities
19
Two Sigma Securities
New York
USD 2.07 M +USD 2.01 M +34,218 Nuevas
Private Advisor Group
20
Private Advisor Group
New Jersey
USD 1.9 M +USD 313 k +5,324 +21%
Bartlett & Co
21
Bartlett & Co
Ohio
USD 1.9 M +USD 988 k +16,800 +115%
Phillips Financial Management
22
Phillips Financial Management
Indiana
USD 1.87 M – – –
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
USD 1.85 M +USD 126 k +2,142 +8%
Cetera Advisors
24
Cetera Advisors
Colorado
USD 1.73 M +USD 11.8 k +200 +0.7%
Ladenburg Thalmann Financial Services
25
Ladenburg Thalmann Financial Services
Florida
USD 1.61 M -USD 719 k -12,224 -31%
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