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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCP
251
GSA Capital Partners
United Kingdom
$362K -$74.6K -469 -18%
FSWA
252
Financial Synergies Wealth Advisors
Texas
$358K -$477 -3 -0.1%
PTC
253
Private Trust Company
Ohio
$351K +$20.7K +130 +7%
BFG
254
Berger Financial Group
Minnesota
$347K +$103K +646 +46%
PCA
255
Prosperity Capital Advisors
Ohio
$346K +$325K +2,046 New
IFWM
256
Institute for Wealth Management
Colorado
$346K +$13.4K +84 +4%
BBHC
257
Brown Brothers Harriman & Co
New York
$342K
FA
258
Flagstar Advisors
New York
$338K -$36.7K -231 -10%
FFN
259
Focus Financial Network
Minnesota
$333K +$313K +1,967 New
BAM
260
Belpointe Asset Management
Nevada
$327K
RCAG
261
Rehmann Capital Advisory Group
Michigan
$325K -$210K -1,322 -41%
BCM
262
Brookstone Capital Management
Illinois
$324K -$32.1K -202 -10%
CCWM
263
Cassaday & Co Wealth Management
Virginia
$318K +$25.4K +160 +9%
WC
264
Waterloo Capital
Texas
$317K +$298K +1,873 New
VBWMG
265
Von Berge Wealth Management Group
California
$317K +$318 +2 +0.1%
RFC
266
Regions Financial Corp
Alabama
$316K
CMBA
267
C.M. Bidwell & Associates
Hawaii
$311K
AWM
268
Accurate Wealth Management
Florida
$308K -$43.4K -273 -13%
CIA
269
Compass Ion Advisors
Pennsylvania
$307K +$10K +63 +4%
EL
270
EWA LLC
Pennsylvania
$303K +$1.11K +7 +0.4%
IA
271
IFP Advisors
Florida
$299K -$33.7K -212 -11%
Carson Wealth (CWM LLC)
272
Carson Wealth (CWM LLC)
Nebraska
$296K +$17.5K +110 +7%
William Blair & Company
273
William Blair & Company
Illinois
$295K -$58.4K -367 -17%
DI
274
DFPG Investments
Utah
$294K -$13K -82 -4%
JWA
275
JFS Wealth Advisors
Pennsylvania
$290K +$273K +1,714 New