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Vanguard S&P Mid-Cap 400 ETF
IVOO

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$44.9M -$2.54M -39,304 -5%
Deutsche Bank
2
Deutsche Bank
Germany
$39.4M – – –
JP Morgan Chase
3
JP Morgan Chase
New York
$26.9M +$26.1M +402,542 +3,435%
UBS Group
4
UBS Group
Switzerland
$23.4M +$294K +4,538 +1%
FA
5
FDx Advisors
Illinois
$19.7M +$1.94M +29,910 +11%
Wells Fargo
6
Wells Fargo
California
$18.8M -$1.63M -25,164 -8%
B
7
Bridgeworth
Alabama
$18.1M +$1.66M +25,626 +10%
Bank of America
8
Bank of America
North Carolina
$17.4M +$1.18M +18,174 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$16.9M +$553K +8,536 +3%
LPL Financial
10
LPL Financial
California
$15.8M +$390K +6,020 +3%
RGI
11
River Global Investors
United Kingdom
$13.1M -$3.93M -60,660 -23%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$10.4M -$167K -2,574 -2%
SI
13
Stephens Inc
Arkansas
$9.74M -$122K -1,882 -1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$7.88M +$3.67M +56,608 +89%
RJA
15
Raymond James & Associates
Florida
$4.8M +$88.8K +1,372 +2%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$4.7M +$430K +6,634 +10%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.18M +$673K +10,390 +20%
SLF
18
Sun Life Financial
Ontario, Canada
$4.03M +$358K +5,524 +10%
HCM
19
Hollencrest Capital Management
California
$3.15M – – –
Ameriprise
20
Ameriprise
Minnesota
$2.8M +$15.9K +246 +0.6%
PAG
21
Private Advisor Group
New Jersey
$2.76M -$93.5K -1,444 -3%
V
22
Veritable
Delaware
$2.7M – – –
TCB
23
Texas Capital Bancshares
Texas
$2.6M -$439K -6,788 -15%
AG
24
Advisor Group
Arizona
$2.56M -$363K -5,612 -13%
PFM
25
Phillips Financial Management
Indiana
$2.18M +$67.9K +1,048 +3%
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