IVOV icon

Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
76
Wealthquest
Ohio
$337K – – –
ANTB
77
AMG National Trust Bank
Colorado
$332K – – –
GT
78
Glenview Trust
Kentucky
$325K -$22.6K -250 -7%
SG
79
StoneX Group
New York
$309K +$44.7K +494 +18%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$301K -$11.6K -128 -4%
SWM
81
Spire Wealth Management
Virginia
$298K -$149K -1,651 -35%
IWM
82
IHT Wealth Management
Illinois
$294K – – –
SFC
83
Summit Financial Consulting
Michigan
$294K -$3.26K -36 -1%
CFG
84
Citizens Financial Group
Rhode Island
$288K -$4.53K -50 -2%
USCWA
85
U.S. Capital Wealth Advisors
Texas
$285K – – –
PFM
86
Phillips Financial Management
Indiana
$273K – – –
Corient Private Wealth
87
Corient Private Wealth
Florida
$270K -$44.1K -487 -15%
W
88
WealthCollab
Washington
$268K – – –
IA
89
IFG Advisors
Missouri
$264K – – –
I2I
90
Insight 2811 Inc
Illinois
$261K +$39.7K +438 +19%
Citadel Advisors
91
Citadel Advisors
Florida
$257K -$537K -5,936 -69%
CFGA
92
Cambridge Financial Group (Arizona)
Arizona
$250K – – –
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$245K -$1.81K -20 -0.8%
AQR Capital Management
94
AQR Capital Management
Connecticut
$243K +$231K +2,549 New
Jones Financial Companies
95
Jones Financial Companies
Missouri
$238K -$17.8K -197 -7%
KFGK
96
Keystone Financial Group (Kentucky)
Kentucky
$238K – – –
WWM
97
Western Wealth Management
Colorado
$233K -$13K -144 -6%
Lido Advisors
98
Lido Advisors
California
$228K – – –
Cerity Partners
99
Cerity Partners
New York
$223K -$1.99K -22 -0.9%
JWCA
100
J.W. Cole Advisors
Florida
$221K +$209K +2,312 New