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Vanguard S&P Mid-Cap 400 ETF
IVOO

Name Holding Trade Value Shares
Change 		Change in
Stake
LMIM
1
Lockheed Martin Investment Management
Maryland
$99.8M – – –
Morgan Stanley
2
Morgan Stanley
New York
$67M -$691K -8,448 -1%
Bank of America
3
Bank of America
North Carolina
$46.1M +$4.35M +53,198 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.9M -$844K -10,322 -3%
LPL Financial
5
LPL Financial
California
$25M +$337K +4,116 +1%
MIH
6
Meitav Investment House
Israel
$24.9M – – –
UBS Group
7
UBS Group
Switzerland
$23.6M +$2.96M +36,244 +14%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$17M +$248K +3,028 +1%
Wells Fargo
9
Wells Fargo
California
$15.7M -$2.11M -25,804 -12%
KHLMVGHM
10
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$15M – – –
GC
11
Gratus Capital
Georgia
$13.4M +$13.4M +163,386 New
B
12
Bridgeworth
Alabama
$12.9M -$26.9M -328,340 -68%
CAN
13
Cetera Advisor Networks
California
$11.1M +$10M +122,836 +997%
RJA
14
Raymond James & Associates
Florida
$10.8M +$1.12M +13,646 +12%
Osaic Holdings
15
Osaic Holdings
Arizona
$10.6M +$3.26M +39,886 +44%
WAM
16
WNY Asset Management
New York
$10.4M +$10.4M +126,888 New
TCBWMS
17
Texas Capital Bank Wealth Management Services
Texas
$9.46M -$9.82K -120 -0.1%
V
18
Veritable
Delaware
$8.71M +$1.63M +19,896 +23%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$8.52M +$264K +3,226 +3%
DADC
20
D.A. Davidson & Co
Montana
$7.89M +$4.21M +51,448 +114%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$7.3M -$669K -8,182 -8%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.51M +$47.1K +576 +0.9%
BWIA
23
Bryant Woods Investment Advisors
New York
$4.59M +$241K +2,946 +6%
MML Investors Services
24
MML Investors Services
Massachusetts
$4.49M +$2.22M +27,116 +97%
KHLMTHM
25
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.49M – – –
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