We are live on ! Find out more
IVOV icon

Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$640K +$2.91M +50,742 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$628K +$252K +4,404 +42%
MML Investors Services
28
MML Investors Services
Massachusetts
$615K +$19.4K +338 +2%
Creative Planning
29
Creative Planning
Kansas
$445K +$4.58K +80 +0.8%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$438K
Jane Street
31
Jane Street
New York
$346K -$188K -3,272 -29%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$345K -$32.9K -574 -7%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$325K +$14.3K +250 +3%
FP
34
Factorial Partners
New York
$321K +$436K +7,600 New
JP Morgan Chase
35
JP Morgan Chase
New York
$295K
RJFSA
36
Raymond James Financial Services Advisors
Florida
$283K -$960K -16,748 -71%
WWM
37
Western Wealth Management
Colorado
$271K
B
38
Bailard
California
$270K
JMPWA
39
JP Morgan Private Wealth Advisors
California
$243K -$7.79K -136 -2%
Vanguard Group
40
Vanguard Group
Pennsylvania
$237K +$573 +10 +0.2%
RWP
41
RWA Wealth Partners
Massachusetts
$229K -$2.11M -36,852 -87%
DADC
42
D.A. Davidson & Co
Montana
$205K +$11.5K +200 +4%
HighTower Advisors
43
HighTower Advisors
Illinois
$201K -$14.8K -258 -5%
HF
44
Halpern Financial
Virginia
$180K -$1.05M -18,326 -81%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$143K +$194K +3,386 New
KFI
46
Key Financial Inc
Pennsylvania
$99K +$133K +2,326 New
NFG
47
Next Financial Group
Texas
$92K +$19K +332 +18%
CFGS
48
Concourse Financial Group Securities
Alabama
$82K +$2.75K +48 +3%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$81K
GSWM
50
Golden State Wealth Management
California
$56K +$75.6K +1,320 New