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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
251
BDO Wealth Advisors
Florida
$11K -$6.17K -45 -36%
CFD
252
Creative Financial Designs
Indiana
$10K +$9.59K +70 New
ME
253
McIlrath & Eck
Washington
$9K
GRP
254
Global Retirement Partners
California
$8K +$8.22K +60 New
SIS
255
Sound Income Strategies
Florida
$7.01K
JFGIW
256
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K +$6.85K +50 New
RPCA
257
Running Point Capital Advisors
California
$6K +$5.48K +40 New
BlackRock
258
BlackRock
New York
$4K
CFO
259
CVA Family Office
Colorado
$3K +$2.74K +20 New
Citadel Advisors
260
Citadel Advisors
Florida
-$2.09M -15,657 Closed
CCFM
261
Clear Creek Financial Management
Washington
-$977K -7,325 Closed
FI
262
FormulaFolio Investments
Michigan
-$718K -5,383 Closed
BWM
263
Baystate Wealth Management
Massachusetts
-$359K -2,692 Closed
IWM
264
IHT Wealth Management
Illinois
-$345K -2,585 Closed
SWA
265
Stratos Wealth Advisors
Ohio
-$304K -2,277 Closed
LWAC
266
Laurel Wealth Advisors (California)
California
-$275K -2,063 Closed
OWM
267
OneAscent Wealth Management
Alabama
-$236K -1,765 Closed
IWC
268
Integrated Wealth Concepts
Massachusetts
-$220K -1,649 Closed
EWMCB
269
EisnerAmper Wealth Management Corporate Benefits
New Jersey
-$201K -1,504 Closed
FFC
270
Fure Financial Corporation
Minnesota
-$118K -881 Closed
BWM
271
Birchcreek Wealth Management
Ohio
-$96K -722 Closed
PWM
272
Perigon Wealth Management
California
-$32K -238 Closed
FWM
273
ForthRight Wealth Management
Georgia
-$14K -102 Closed
CG
274
Cutler Group
California
-$13.6K -99 Closed