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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
226
Sheets Smith Wealth Management
North Carolina
$702K
PTC
227
Private Trust Company
Ohio
$684K +$109K +511 +19%
MWM
228
Maridea Wealth Management
New York
$683K +$683K +3,214 New
RWM
229
Riverchase Wealth Management
Texas
$679K +$679K +3,195 New
SSB
230
Sandy Spring Bank
Maryland
$676K -$34K -160 -5%
AssetMark Inc
231
AssetMark Inc
California
$665K +$609K +2,864 +1,097%
SPW
232
Sonoma Private Wealth
California
$659K -$115K -539 -15%
PFPT
233
Pinnacle Financial Partners (Tennessee)
Tennessee
$658K
EFG
234
Embree Financial Group
Illinois
$652K
FOR
235
Family Office Research
Maryland
$645K +$645K +3,033 New
CA
236
Claro Advisors
Massachusetts
$638K +$31.7K +149 +5%
IAA
237
Independent Advisor Alliance
North Carolina
$638K +$638K +3,000 New
MFWP
238
Mosaic Family Wealth Partners
Missouri
$623K
ASN
239
Advisory Services Network
Georgia
$621K +$15.7K +74 +3%
IWC
240
Integrated Wealth Concepts
Massachusetts
$620K -$64.6K -304 -9%
OIA
241
OneDigital Investment Advisors
Kansas
$619K -$39.8K -187 -6%
MAV
242
Mason & Associates (Virginia)
Virginia
$615K +$638 +3 +0.1%
SF
243
Synovus Financial
Georgia
$614K -$626K -2,946 -50%
FFS
244
Flavin Financial Services
Florida
$613K +$613K +2,883 New
GP
245
Greenline Partners
New York
$612K
MCM
246
MAI Capital Management
Ohio
$605K +$1.06K +5 +0.2%
MFGM
247
Marshall Financial Group (Maryland)
Maryland
$585K -$487K -2,293 -45%
FRA
248
Front Row Advisors
California
$567K +$56.3K +265 +11%
FCBT
249
First Citizens Bank & Trust
North Carolina
$562K -$45.9K -216 -8%
BCA
250
Bay Capital Advisors
Virginia
$558K +$558K +2,625 New