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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Spire Wealth Management
Virginia
$765K -$14.3K -67 -2%
WFA
227
West Financial Advisors
Iowa
$751K
FTS
228
Fifth Third Securities
Ohio
$748K +$12.8K +60 +2%
PFG
229
Prospect Financial Group
Virginia
$745K -$14.1K -66 -2%
FFS
230
Flavin Financial Services
Florida
$744K +$173K +811 +28%
PTC
231
Private Trust Company
Ohio
$744K +$101K +476 +15%
WFS
232
WealthGarden F.S.
California
$718K +$2.13K +10 +0.3%
ATI
233
ARK & TLK Investments
Oklahoma
$710K
SSWM
234
Sheets Smith Wealth Management
North Carolina
$705K +$42.6K +200 +6%
FPGK
235
Financial Partners Group (Kansas)
Kansas
$701K +$1.06K +5 +0.1%
WIA
236
World Investment Advisors
California
$696K -$295K -1,387 -29%
WA
237
Whipplewood Advisors
Colorado
$675K -$618K -2,903 -87%
ARC
238
Advisor Resource Council
Texas
$672K +$710K +3,336 New
IAN
239
Integrated Advisors Network
Texas
$669K +$708K +3,324 New
Corient Private Wealth
240
Corient Private Wealth
Florida
$655K +$271K +1,274 +64%
HWM
241
HRC Wealth Management
Idaho
$645K +$150K +704 +28%
RWM
242
Riverchase Wealth Management
Texas
$643K
EFG
243
Embree Financial Group
Illinois
$617K
PFPT
244
Pinnacle Financial Partners (Tennessee)
Tennessee
$614K -$10.2K -48 -2%
FFC
245
First Financial Corp
Indiana
$604K -$426K -2,000 -40%
SF
246
Synovus Financial
Georgia
$597K +$16.2K +76 +3%
IWC
247
Integrated Wealth Concepts
Massachusetts
$590K +$3.62K +17 +0.6%
MFWP
248
Mosaic Family Wealth Partners
Missouri
$590K
OIA
249
OneDigital Investment Advisors
Kansas
$588K +$1.7K +8 +0.3%
GP
250
Greenline Partners
New York
$580K