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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
251
Geneos Wealth Management
Colorado
$128K +$415 +3 +0.3%
IGWM
252
ICA Group Wealth Management
Colorado
$127K
OCM
253
Osterweis Capital Management
California
$118K
PGAM
254
Princeton Global Asset Management
New Jersey
$115K
NOI
255
Newton One Investments
Delaware
$114K +$277 +2 +0.3%
OA
256
Operose Advisors
Wisconsin
$106K
RBC
257
Roble Belko & Company
Pennsylvania
$106K
IFAM
258
Institutional & Family Asset Management
Colorado
$93.6K
PTC
259
Private Trust Company
Ohio
$88.6K -$6.78K -49 -7%
Bank of Montreal
260
Bank of Montreal
Ontario, Canada
$76.4K +$8.03K +58 +12%
IA
261
IFP Advisors
Florida
$72.6K -$509K -3,674 -83%
TWC
262
TD Waterhouse Canada
Ontario, Canada
$64.3K +$36.1K +261 +140%
GT
263
Glenmede Trust
Pennsylvania
$63K -$7.34K -53 -11%
S
264
SignatureFD
Georgia
$60.8K -$6.23K -45 -10%
AIC
265
Archer Investment Corporation
Indiana
$59.1K
CIAS
266
Capital Investment Advisory Services
North Carolina
$56.1K +$277 +2 +0.5%
RFA
267
Resurgent Financial Advisors
Georgia
$52K +$138 +1 +0.3%
IAIM
268
International Assets Investment Management
Florida
$51.2K +$49.6K +358 New
LFG
269
Larson Financial Group
Missouri
$50.8K
SS
270
Sunbelt Securities
Texas
$48.1K +$47.1K +340 New
RWM
271
Ruedi Wealth Management
Illinois
$47.2K +$45.7K +330 New
DI
272
Disciplined Investments
Oklahoma
$43.8K -$64.2K -464 -60%
FCA
273
Fortis Capital Advisors
Kansas
$42.9K
AF
274
Allworth Financial
California
$42.4K
CTB
275
Country Trust Bank
Illinois
$40.1K +$38.8K +280 New