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Vanguard S&P Mid-Cap 400 Value ETF
IVOV

Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
1
Mariner
Kansas
$55.3M +$51.1M +839,672 New
RT
2
Rockland Trust
Massachusetts
$47.5M +$303K +4,974 +0.7%
Bank of America
3
Bank of America
North Carolina
$14.2M +$4.24M +69,628 +48%
LFS
4
Lutz Financial Services
Nebraska
$10.6M -$75.5K -1,240 -0.8%
SCM
5
Stordahl Capital Management
Colorado
$9.97M -$169K -2,782 -2%
AWM
6
Aberdeen Wealth Management
Illinois
$9.9M -$27.6K -454 -0.3%
RJA
7
Raymond James & Associates
Florida
$9.52M +$220K +3,616 +3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$9.12M +$3.14M +51,496 +59%
Morgan Stanley
9
Morgan Stanley
New York
$6.55M +$1.34M +22,072 +28%
KAS
10
Kestra Advisory Services
Texas
$5.41M +$159K +2,606 +3%
RRC
11
Relaxing Retirement Coach
Massachusetts
$4.53M -$4.32M -70,874 -51%
UBS Group
12
UBS Group
Switzerland
$4.23M -$329K -5,400 -8%
AWM
13
Avior Wealth Management
Nebraska
$4.04M +$639K +10,500 +21%
Wells Fargo
14
Wells Fargo
California
$2.96M +$209K +3,424 +8%
MMA
15
Miracle Mile Advisors
California
$2.13M +$68.1K +1,118 +4%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$1.88M +$538K +8,832 +45%
Vanguard Group
17
Vanguard Group
Pennsylvania
$1.75M +$1.37M +22,528 +546%
Franklin Resources
18
Franklin Resources
California
$1.75M – – –
PAG
19
Private Advisor Group
New Jersey
$1.56M +$113K +1,848 +8%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.5M +$946K +15,534 +216%
LPL Financial
21
LPL Financial
California
$1.44M +$29.6K +486 +2%
KWM
22
Kingsview Wealth Management
Oregon
$1.23M -$48.1K -790 -4%
Truist Financial
23
Truist Financial
North Carolina
$1.21M -$1.04M -17,138 -48%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.07M -$853K -14,002 -46%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.03M -$244 -4 -0%
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