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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
251
RWA Wealth Partners
Massachusetts
$474K
BWA
252
BCU Wealth Advisors
Illinois
$468K
LSIA
253
LaSalle St. Investment Advisors
Illinois
$462K +$224K +1,190 +73%
USB
254
Union Savings Bank
Connecticut
$459K
Vanguard Personalized Indexing Management
255
Vanguard Personalized Indexing Management
California
$458K +$437K +2,323 New
MMPW
256
Mitchell McLeod Pugh & Williams
Alabama
$457K -$3.01K -16 -0.7%
AF
257
Apollon Financial
South Carolina
$457K
RWA
258
River Wealth Advisors
Pennsylvania
$456K
FPF
259
First Pacific Financial
Washington
$455K
JIC
260
Joel Isaacson & Co
New York
$454K
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$452K
FA
262
Flagstar Advisors
New York
$450K +$2.44K +13 +0.6%
FRA
263
Front Row Advisors
California
$447K
IFG
264
Independent Financial Group
California
$444K -$7.71K -41 -2%
GCP
265
GSA Capital Partners
United Kingdom
$437K +$180K +955 +76%
SIM
266
Stratos Investment Management
Ohio
$427K
William Blair & Company
267
William Blair & Company
Illinois
$425K +$78.1K +415 +24%
Comerica Bank
268
Comerica Bank
Texas
$422K -$18.8K -100 -4%
HTC
269
Haverford Trust Company
Pennsylvania
$419K -$27.3K -145 -6%
EFS
270
Essex Financial Services
Connecticut
$415K +$92K +489 +29%
FFN
271
Focus Financial Network
Minnesota
$415K +$1.13K +6 +0.3%
CA
272
Claro Advisors
Massachusetts
$403K +$156K +832 +69%
VF
273
VitalStone Financial
Texas
$402K +$88.8K +472 +30%
BBHC
274
Brown Brothers Harriman & Co
New York
$399K
Fisher Asset Management
275
Fisher Asset Management
Washington
$382K +$1.88K +10 +0.5%