IVOV icon

Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FTS
51
Fifth Third Securities
Ohio
$317K -$79.5K -1,032 -20%
AWS
52
Atria Wealth Solutions
New York
$315K -$1.23K -16 -0.4%
FW
53
FirstPurpose Wealth
Utah
$307K – – –
MCM
54
Manchester Capital Management
Vermont
$306K – – –
ADL
55
Asset Dedication LLC
California
$303K – – –
ANTB
56
AMG National Trust Bank
Colorado
$298K – – –
3F
57
360 Financial
Minnesota
$294K – – –
IWM
58
IHT Wealth Management
Illinois
$291K -$4.62K -60 -2%
VA
59
Valmark Advisers
Ohio
$275K +$276K +3,584 New
W
60
Wealthquest
Ohio
$271K – – –
SWM
61
Spire Wealth Management
Virginia
$267K – – –
CS
62
Comerica Securities
Michigan
$260K – – –
Citigroup
63
Citigroup
New York
$255K – – –
MWM
64
Meridian Wealth Management
Kentucky
$252K +$12.2K +158 +5%
Northern Trust
65
Northern Trust
Illinois
$244K – – –
JIR
66
James Investment Research
Ohio
$238K +$46.6K +604 +24%
USCWA
67
U.S. Capital Wealth Advisors
Texas
$229K – – –
WWM
68
Western Wealth Management
Colorado
$217K -$236K -3,064 -52%
IA
69
IFG Advisors
Missouri
$212K +$213K +2,770 New
KFI
70
Key Financial Inc
Pennsylvania
$161K – – –
SPIA
71
Steward Partners Investment Advisory
New York
$157K -$2.39M -31,074 -94%
GT
72
Glenmede Trust
Pennsylvania
$150K – – –
HF
73
Halpern Financial
Virginia
$139K – – –
HDIM
74
Hanson & Doremus Investment Management
Vermont
$115K – – –
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$105K – – –