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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QCG
251
Quadrant Capital Group
Ohio
$119K
GWM
252
Geneos Wealth Management
Colorado
$118K +$2K +15 +2%
IGWM
253
ICA Group Wealth Management
Colorado
$118K +$119K +889 New
OCM
254
Osterweis Capital Management
California
$109K
PGAM
255
Princeton Global Asset Management
New Jersey
$106K
NOI
256
Newton One Investments
Delaware
$105K
DI
257
Disciplined Investments
Oklahoma
$102K -$36.7K -275 -26%
OA
258
Operose Advisors
Wisconsin
$98.1K
RBC
259
Roble Belko & Company
Pennsylvania
$98K -$231K -1,726 -70%
PTC
260
Private Trust Company
Ohio
$88K -$4.67K -35 -5%
IFAM
261
Institutional & Family Asset Management
Colorado
$86.6K
RBC
262
Romano Brothers & Co
Illinois
$75.5K +$76.1K +570 New
JGCM
263
Joseph Group Capital Management
Ohio
$66K +$66.8K +500 New
GT
264
Glenmede Trust
Pennsylvania
$65.3K +$65.9K +493 New
Bank of Montreal
265
Bank of Montreal
Ontario, Canada
$62.9K -$215K -1,608 -77%
S
266
SignatureFD
Georgia
$62.2K +$37.1K +278 +145%
Qube Research & Technologies (QRT)
267
Qube Research & Technologies (QRT)
United Kingdom
$60.2K -$142K -1,061 -70%
AIC
268
Archer Investment Corporation
Indiana
$54.7K
CIAS
269
Capital Investment Advisory Services
North Carolina
$51.7K +$26.7K +200 +105%
RFA
270
Resurgent Financial Advisors
Georgia
$47.9K +$48.4K +362 New
LFG
271
Larson Financial Group
Missouri
$47K
FCA
272
Fortis Capital Advisors
Kansas
$39.7K +$40.1K +300 New
AF
273
Allworth Financial
California
$39.2K
VCM
274
Vigilant Capital Management
Maine
$38K
MA
275
MCF Advisors
Kentucky
$36.3K +$267 +2 +0.7%