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Vanguard S&P Mid-Cap 400 Value ETF
IVOV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Vantagepoint Investment Advisers
1
Vantagepoint Investment Advisers
District of Columbia
USD 126 M +USD 5.43 M +49,837 +5%
Mariner
2
Mariner
Kansas
USD 97.9 M -USD 491 k -4,503 -0.5%
Rockland Trust
3
Rockland Trust
Massachusetts
USD 93 M +USD 18.5 k +170 +0%
TPI
4
Trust Point Inc
Wisconsin
USD 75.8 M +USD 2.5 M +22,912 +4%
Morgan Stanley
5
Morgan Stanley
New York
USD 43.9 M +USD 638 k +5,852 +2%
Bank of America
6
Bank of America
North Carolina
USD 24.6 M -USD 729 k -6,681 -3%
Raymond James Financial
7
Raymond James Financial
Florida
USD 24.2 M +USD 172 k +1,577 +0.7%
SCM
8
Stordahl Capital Management
Colorado
USD 20.1 M +USD 173 k +1,586 +0.9%
Avior Wealth Management
9
Avior Wealth Management
Nebraska
USD 18.4 M +USD 300 k +2,753 +2%
LPL Financial
10
LPL Financial
California
USD 17.6 M +USD 3.6 M +33,006 +27%
Lutz Financial Services
11
Lutz Financial Services
Nebraska
USD 13 M -USD 86.4 k -792 -0.7%
UBS Group
12
UBS Group
Switzerland
USD 12.3 M -USD 87.6 k -803 -0.7%
AWM
13
Aberdeen Wealth Management
Illinois
USD 10.6 M -USD 2.75 M -25,253 -21%
BWG
14
Balanced Wealth Group
Ohio
USD 10.2 M +USD 9.7 M +89,036 Nuevas
MidFirst Bank
15
MidFirst Bank
Oklahoma
USD 9.6 M +USD 56.4 k +517 +0.6%
Wells Fargo
16
Wells Fargo
California
USD 8.39 M -USD 1.7 M -15,631 -18%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 8.38 M +USD 33.6 k +308 +0.4%
Savant Capital
18
Savant Capital
Illinois
USD 7.83 M +USD 3.92 M +35,910 +98%
HighTower Advisors
19
HighTower Advisors
Illinois
USD 6.14 M -USD 109 k -1,001 -2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
USD 6.03 M -USD 3.19 M -29,218 -36%
Truist Financial
21
Truist Financial
North Carolina
USD 5.11 M -USD 75.4 k -691 -2%
Kestra Advisory Services
22
Kestra Advisory Services
Texas
USD 4.53 M -USD 3.96 M -36,318 -48%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
USD 4.2 M +USD 586 k +5,378 +17%
&Partners
24
&Partners
Tennessee
USD 3.82 M +USD 30.5 k +280 +0.8%
EP Wealth Advisors
25
EP Wealth Advisors
California
USD 3.76 M +USD 361 k +3,312 +11%
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