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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
226
TCV Trust & Wealth Management
Virginia
$332K -$12K -76 -3%
PCM
227
Parsons Capital Management
Rhode Island
$330K +$342K +2,170 New
SIM
228
Stratos Investment Management
Ohio
$329K
AWM
229
Accurate Wealth Management
Florida
$323K -$339K -2,152 -51%
BCM
230
Brookstone Capital Management
Illinois
$322K +$31.8K +202 +11%
William Blair & Company
231
William Blair & Company
Illinois
$320K -$14.2K -90 -4%
ACI
232
Alpha Cubed Investments
California
$310K
IA
233
IFP Advisors
Florida
$308K +$195K +1,238 +167%
BBHC
234
Brown Brothers Harriman & Co
New York
$307K
IFWM
235
Institute for Wealth Management
Colorado
$298K -$787 -5 -0.3%
PTC
236
Private Trust Company
Ohio
$295K +$55.4K +352 +22%
BAM
237
Belpointe Asset Management
Nevada
$294K -$9.92K -63 -3%
DI
238
DFPG Investments
Utah
$286K -$68.8K -437 -19%
RFC
239
Regions Financial Corp
Alabama
$283K
VBWMG
240
Von Berge Wealth Management Group
California
$282K +$315 +2 +0.1%
CMBA
241
C.M. Bidwell & Associates
Hawaii
$279K
Comerica Bank
242
Comerica Bank
Texas
$279K +$289K +1,837 New
EL
243
EWA LLC
Pennsylvania
$268K +$13.5K +86 +5%
CIA
244
Compass Ion Advisors
Pennsylvania
$266K +$945 +6 +0.3%
EFS
245
Essex Financial Services
Connecticut
$264K +$7.09K +45 +3%
CCWM
246
Cassaday & Co Wealth Management
Virginia
$261K +$270K +1,716 New
IFG
247
Independent Financial Group
California
$258K +$18.1K +115 +7%
EWA
248
EP Wealth Advisors
California
$258K -$93.1M -591,214 -100%
FAIM
249
Financial Advocates Investment Management
Washington
$254K +$90.2K +573 +44%
BWA
250
Bordeaux Wealth Advisors
California
$253K +$263K +1,668 New