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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
$35.4M +$1.52M +24,294 +3%
UBS Group
2
UBS Group
Switzerland
$15.8M -$2.55M -40,682 -11%
Bank of America
3
Bank of America
North Carolina
$14.5M +$2.64M +42,054 +16%
B
4
Bridgeworth
Alabama
$14.4M -$1.32M -20,990 -7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.9M +$111K +1,762 +0.6%
LPL Financial
6
LPL Financial
California
$10.4M -$2.59M -41,266 -16%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$9.62M +$7.22M +115,012 +139%
SI
8
Stephens Inc
Arkansas
$9.3M +$1.97M +31,452 +20%
TCBWMS
9
Texas Capital Bank Wealth Management Services
Texas
$8.24M -$239K -3,802 -2%
Wells Fargo
10
Wells Fargo
California
$7.63M -$6.12M -97,562 -38%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.37M -$1.05M -16,692 -11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.31M +$719K +11,464 +20%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.06M +$4.37M +69,696 New
RJA
14
Raymond James & Associates
Florida
$2.82M -$3.26K -52 -0.1%
SLF
15
Sun Life Financial
Ontario, Canada
$2.76M – – –
JP Morgan Chase
16
JP Morgan Chase
New York
$2.55M +$2.29M +36,554 +230%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.53M +$322K +5,136 +11%
Ameriprise
18
Ameriprise
Minnesota
$1.99M -$325K -5,172 -12%
V
19
Veritable
Delaware
$1.94M – – –
PAG
20
Private Advisor Group
New Jersey
$1.87M -$150K -2,394 -6%
Goldman Sachs
21
Goldman Sachs
New York
$1.87M +$2.41M +38,386 New
BC
22
Bartlett & Co
Ohio
$1.71M +$2.2M +35,120 New
BCWM
23
Bartlett & Co Wealth Management
Ohio
$1.71M +$43.9K +700 +2%
CT
24
Coastline Trust
Rhode Island
$1.59M +$9.04K +144 +0.4%
PFM
25
Phillips Financial Management
Indiana
$1.56M +$170K +2,708 +9%
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