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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
301
Compass Ion Advisors
Pennsylvania
$525K +$1.49K +6 +0.3%
MWM
302
Maridea Wealth Management
New York
$525K -$180K -727 -25%
CF
303
Centaurus Financial
California
$521K -$7.45K -30 -1%
MMPW
304
Mitchell McLeod Pugh & Williams
Alabama
$519K
GT
305
Glenmede Trust
Pennsylvania
$514K +$163K +657 +43%
BWM
306
BAM Wealth Management
Colorado
$512K -$32.3K -130 -6%
RWA
307
River Wealth Advisors
Pennsylvania
$511K
SIAS
308
Summit Investment Advisory Services
Minnesota
$507K
AWM
309
Accurate Wealth Management
Florida
$507K +$11.7K +47 +2%
BBHC
310
Brown Brothers Harriman & Co
New York
$500K
FSWA
311
Financial Synergies Wealth Advisors
Texas
$494K -$9.68K -39 -2%
FIA
312
Foundations Investment Advisors
Arizona
$491K -$299K -1,205 -37%
PB
313
Pinnacle Bancorp
Nebraska
$489K
MFGM
314
Marshall Financial Group (Maryland)
Maryland
$488K +$3.23K +13 +0.6%
Vanguard Personalized Indexing Management
315
Vanguard Personalized Indexing Management
California
$487K
GWM
316
Geneos Wealth Management
Colorado
$487K +$1.49K +6 +0.3%
NP
317
NorthRock Partners
Minnesota
$484K +$496 +2 +0.1%
FFA
318
Farther Finance Advisors
California
$476K -$49.9K -201 -9%
AT
319
Adelphi Trust
Florida
$473K
MT
320
Midwest Trust
Kansas
$473K
HTC
321
Haverford Trust Company
Pennsylvania
$472K
FCBT
322
First Citizens Bank & Trust
North Carolina
$471K -$18.1K -73 -4%
William Blair & Company
323
William Blair & Company
Illinois
$469K -$193K -777 -28%
DI
324
Disciplined Investors
Texas
$465K +$496 +2 +0.1%
SIM
325
Stratos Investment Management
Ohio
$463K -$18.9K -76 -4%