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
GCM
76
Gibraltar Capital Management
Oklahoma
$1.54M -$3.22M -29,610 -68%
BFG
77
Bleakley Financial Group
New Jersey
$1.54M +$23.7K +218 +2%
WANY
78
Wealthspire Advisors (New York)
New York
$1.52M +$816K +7,505 +120%
PAS
79
Park Avenue Securities
New York
$1.51M +$70.6K +649 +5%
BWM
80
Base Wealth Management
Florida
$1.51M -$165K -1,513 -10%
HNB
81
Huntington National Bank
Ohio
$1.43M
IC
82
IEQ Capital
California
$1.41M +$187K +1,722 +16%
RWP
83
RWA Wealth Partners
Massachusetts
$1.35M
FB
84
First Bancorp
Maine
$1.27M +$4.46K +41 +0.4%
SN
85
Sittner & Nelson
Oregon
$1.22M
Corient Private Wealth
86
Corient Private Wealth
Florida
$1.22M +$19.7K +181 +2%
RDFA
87
Ritter Daniher Financial Advisory
Ohio
$1.2M -$13.1K -120 -1%
WCM
88
WealthBridge Capital Management
Ohio
$1.2M -$762 -7 -0.1%
AI
89
Atria Investments
North Carolina
$1.2M -$326 -3 -0%
EFP
90
Envision Financial Planning
Tennessee
$1.17M +$139K +1,275 +14%
SWA
91
Sax Wealth Advisors
New Jersey
$1.15M -$42.6K -392 -4%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$1.13M +$186K +1,707 +20%
NGA
93
Naples Global Advisors
Florida
$1.12M
P
94
Pitcairn
Pennsylvania
$1.11M
1IA
95
1834 Investment Advisors
Wisconsin
$1.11M -$252K -2,317 -19%
SFS
96
Summit Financial Strategies
Ohio
$1.1M
VFA
97
Valeo Financial Advisors
Indiana
$1.07M -$325K -2,984 -24%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$1.05M +$24.7K +227 +2%
ZF
99
Zhang Financial
Michigan
$1.04M -$49.9K -459 -5%
Focus Partners Wealth
100
Focus Partners Wealth
Massachusetts
$1.01M -$174K -1,596 -15%