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Vanguard S&P Mid-Cap 400 ETF
IVOO

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.29M +$4.29M +110,146 New
Morgan Stanley
2
Morgan Stanley
New York
$3.59M +$3.59M +92,222 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.49M +$3.5M +89,740 New
PFM
4
Phillips Financial Management
Indiana
$2.55M +$2.42M +62,144 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.79M +$1.79M +45,960 New
U
6
UBS
Switzerland
$1.65M +$1.65M +42,458 New
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$1.44M +$1.44M +37,064 New
KeyBank National Association
8
KeyBank National Association
Ohio
$1.29M +$1.29M +33,170 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1M +$1M +25,762 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$789K +$790K +20,266 New
LPL Financial
11
LPL Financial
California
$757K +$758K +19,450 New
KFS
12
KMS Financial Services
Washington
$697K +$697K +17,900 New
Wells Fargo
13
Wells Fargo
California
$667K +$667K +17,130 New
BC
14
Bartlett & Co
Ohio
$611K +$611K +15,690 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$469K +$469K +12,038 New
PFG
16
Pacific Financial Group
Washington
$410K +$410K +10,536 New
HJA
17
Hugh Johnson Advisors
New York
$348K +$348K +8,936 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$254K +$254K +6,516 New
FHB
19
First Hawaiian Bank
Hawaii
$209K +$209K +5,370 New
US Bancorp
20
US Bancorp
Minnesota
$121K +$121K +3,110 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$69K +$69.1K +1,774 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$35K +$35.1K +900 New
AIG
23
American International Group
New York
$11.7K +$11.7K +300 New
MFS
24
MSI Financial Services
Massachusetts
$7K +$6.54K +168 New