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Vanguard S&P Mid-Cap 400 ETF
IVOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
201
Eastern Bank
Massachusetts
$202K -$11.4K -108 -5%
HSA
202
HBK Sorce Advisory
Pennsylvania
$200K – – –
CWC
203
Carolinas Wealth Consulting
North Carolina
$192K – – –
EPIME
204
Evelyn Partners Investment Management (Europe)
$189K – – –
NCM
205
Northwest Capital Management
Oregon
$188K +$200K +1,900 New
NS
206
NBC Securities
Alabama
$160K +$171K +1,629 +162,900%
RAM
207
Ramirez Asset Management
New York
$126K – – –
IA
208
IFP Advisors
Florida
$119K – – –
WT
209
Washington Trust
Rhode Island
$118K – – –
SPIA
210
Steward Partners Investment Advisory
New York
$110K +$52.3K +497 +81%
PB
211
Pinnacle Bancorp
Nebraska
$109K – – –
ACA
212
Atlas Capital Advisors
Wyoming
$105K +$3.47K +33 +3%
GWM
213
Geneos Wealth Management
Colorado
$103K +$29K +276 +36%
OIA
214
Optimum Investment Advisors
Illinois
$98.7K – – –
IBOK
215
Independence Bank of Kentucky
Kentucky
$93.6K – – –
BF
216
BOK Financial
Oklahoma
$93.6K +$99.7K +948 New
CT
217
Colonial Trust
South Carolina
$86.7K – – –
AC
218
AlphaCore Capital
California
$84.5K +$90.1K +856 New
TLA
219
Tanglewood Legacy Advisors
Texas
$81.1K – – –
BBPWM
220
Blue Bell Private Wealth Management
Pennsylvania
$79.9K +$85.2K +810 New
BC
221
Barrett & Company
Rhode Island
$78.2K -$13.8K -131 -14%
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$67.1K – – –
MWA
223
Moser Wealth Advisors
Washington
$62.3K – – –
HCP
224
Hexagon Capital Partners
Arkansas
$59.2K – – –
EWA
225
EverSource Wealth Advisors
Alabama
$56.4K – – –
7 8
9
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