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
William Blair & Company
101
William Blair & Company
Illinois
$217K
SOWAS
102
Silver Oak Wealth Advisors Services
California
$215K
AFG
103
Atomi Financial Group
New York
$213K -$12K -132 -6%
TYCC
104
Texas Yale Capital Corp
Florida
$210K
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$204K
HWA
106
Heritage Wealth Advisors
Virginia
$189K +$179K +1,975 New
AAS
107
Ameritas Advisory Services
Nebraska
$183K +$174K +1,919 New
HDIM
108
Hanson & Doremus Investment Management
Vermont
$144K
Fidelity Investments
109
Fidelity Investments
Massachusetts
$140K +$4.35K +48 +3%
PA
110
Parallel Advisors
California
$140K +$63.4K +700 +91%
RWM
111
Rialto Wealth Management
New York
$126K
MCM
112
MAI Capital Management
Ohio
$115K
SL
113
Salomon & Ludwin
Virginia
$113K
HR
114
Howe & Rusling
New York
$109K
MCM
115
Manchester Capital Management
Vermont
$95.5K -$136K -1,500 -60%
LFG
116
Larson Financial Group
Missouri
$93.2K
EK
117
Evensky & Katz
Florida
$89K +$84.3K +931 New
GRP
118
Global Retirement Partners
California
$84.8K +$80.4K +888 New
EB
119
Eastern Bank
Massachusetts
$80.7K -$14.5K -160 -16%
TIAAOA
120
Teachers Insurance & Annuity Association of America
New York
$75.5K
FCMT
121
Founders Capital Management (Texas)
Texas
$73.5K
ADL
122
Asset Dedication LLC
California
$69.8K +$91 +1 +0.1%
AIC
123
Archer Investment Corporation
Indiana
$68.9K
BGAI
124
Bruce G. Allen Investments
Colorado
$67.5K
CWM
125
Crowley Wealth Management
Delaware
$57.3K