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
Stifel Financial
51
Stifel Financial
Missouri
$491K
BRWA
52
B. Riley Wealth Advisors
Florida
$455K
JP Morgan Chase
53
JP Morgan Chase
New York
$454K
RA
54
Rodgers & Associates
Pennsylvania
$449K
FTS
55
Fifth Third Securities
Ohio
$422K +$428K +5,306 New
IFWM
56
Institute for Wealth Management
Colorado
$406K +$80.7K +1,000 +24%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$391K -$31.3K -388 -7%
SWM
58
Spire Wealth Management
Virginia
$391K
WHG
59
Westwood Holdings Group
Texas
$373K
BIA
60
BHK Investment Advisors
Alabama
$350K
IWM
61
IHT Wealth Management
Illinois
$320K +$325K +4,024 New
MCM
62
Manchester Capital Management
Vermont
$317K
ADL
63
Asset Dedication LLC
California
$304K -$109K -1,346 -26%
W
64
Wealthquest
Ohio
$280K
ANTB
65
AMG National Trust Bank
Colorado
$278K
RFA
66
Reilly Financial Advisors
California
$265K
MWM
67
Meridian Wealth Management
Kentucky
$256K
NFG
68
Next Financial Group
Texas
$254K
Betterment LLC
69
Betterment LLC
New York
$244K +$247K +3,064 New
USCWA
70
U.S. Capital Wealth Advisors
Texas
$237K +$240K +2,980 New
Cerity Partners
71
Cerity Partners
New York
$227K
HF
72
Halpern Financial
Virginia
$223K +$24.2K +300 +12%
SPIA
73
Steward Partners Investment Advisory
New York
$220K +$48.9K +606 +28%
Bessemer Group
74
Bessemer Group
New Jersey
$208K +$49.1K +608 +30%
Northern Trust
75
Northern Trust
Illinois
$207K