We are live on ! Find out more
IVOO icon

Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
51
Marble Harbor Investment Counsel
Massachusetts
$1.45M +$18.2K +200 +1%
NGA
52
Naples Global Advisors
Florida
$1.45M -$34.6K -380 -2%
WCM
53
WealthBridge Capital Management
Ohio
$1.39M +$22.9K +252 +2%
AI
54
Atria Investments
North Carolina
$1.35M +$22.9K +252 +2%
KA
55
Klingman & Associates
New York
$1.32M
HNB
56
Huntington National Bank
Ohio
$1.27M -$64.3K -706 -5%
MECA
57
Miller Equity Capital Advisors
Texas
$1.24M
JP Morgan Chase
58
JP Morgan Chase
New York
$1.24M -$2K -22 -0.2%
FB
59
First Bancorp
Maine
$1.22M +$1.25M +13,730 New
CAN
60
Cetera Advisor Networks
California
$1.18M +$117K +1,280 +11%
BCWM
61
Bartlett & Co Wealth Management
Ohio
$1.09M
BC
62
Bartlett & Co
Ohio
$1.09M
THWM
63
Taylor Hoffman Wealth Management
Virginia
$1.07M -$66.5K -730 -6%
SWA
64
Sax Wealth Advisors
New Jersey
$1.02M
KAS
65
Kestra Advisory Services
Texas
$978K -$21.9K -240 -2%
TI
66
Truepoint Inc
Ohio
$969K
FTUS
67
Flow Traders U.S.
New York
$966K +$988K +10,850 New
RWP
68
RWA Wealth Partners
Massachusetts
$904K
FNBOO
69
First National Bank of Omaha
Nebraska
$895K -$26.8K -294 -3%
RDFA
70
Ritter Daniher Financial Advisory
Ohio
$887K +$5.1K +56 +0.6%
SN
71
Sittner & Nelson
Oregon
$880K
ISB
72
Iowa State Bank
Iowa
$871K
HI
73
Harbour Investments
Wisconsin
$855K +$510K +5,602 +140%
RRC
74
Relaxing Retirement Coach
Massachusetts
$830K
SFA
75
Source Financial Advisors
New York
$830K +$15.1K +166 +2%