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
SWP
126
Stratos Wealth Partners
Ohio
$213K +$210K +2,224 New
WFA
127
WestHill Financial Advisors
California
$212K
AWE
128
Avidian Wealth Enterprises
Texas
$211K +$207K +2,200 New
SHA
129
Seneca House Advisors
Virginia
$207K +$203K +2,158 New
VA
130
Valmark Advisers
Ohio
$205K +$202K +2,140 New
ATPW
131
Ashton Thomas Private Wealth
Arizona
$202K +$199K +2,114 New
MWM
132
Modera Wealth Management
New Jersey
$202K +$199K +2,112 New
US Bancorp
133
US Bancorp
Minnesota
$185K
HCP
134
Hexagon Capital Partners
Arkansas
$182K
AssetMark Inc
135
AssetMark Inc
California
$177K +$170K +1,806 +4,105%
SWM
136
Spire Wealth Management
Virginia
$154K +$69.7K +740 +86%
IA
137
IFP Advisors
Florida
$145K +$21.9K +232 +18%
SWM
138
Selective Wealth Management
Virginia
$138K +$18.3K +194 +16%
LWA
139
Lenox Wealth Advisors
New York
$121K +$119K +1,264 New
WT
140
Washington Trust
Rhode Island
$115K
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$114K -$80.3K -852 -42%
ACA
142
Atlas Capital Advisors
Wyoming
$111K -$6.41K -68 -6%
EWA
143
EverSource Wealth Advisors
Alabama
$111K +$109K +1,160 New
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$100K
OIA
145
Optimum Investment Advisors
Illinois
$96K
GWMIA
146
Global Wealth Management Investment Advisory
Florida
$77K
CCM
147
Covington Capital Management
California
$75K
MWA
148
Moser Wealth Advisors
Washington
$72K +$71.2K +756 New
DWMG
149
DB Wealth Management Group
California
$71K
AWM
150
Avior Wealth Management
Nebraska
$69K -$48.1K -510 -41%