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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
326
Geneos Wealth Management
Colorado
$516K +$64.4K +259 +14%
MFGM
327
Marshall Financial Group (Maryland)
Maryland
$516K -$10.7K -43 -2%
NP
328
NorthRock Partners
Minnesota
$513K +$190K +764 +60%
SIM
329
Stratos Investment Management
Ohio
$511K
GRP
330
Global Retirement Partners
California
$511K +$105K +423 +26%
AWM
331
Accurate Wealth Management
Florida
$510K +$22.1K +89 +5%
AT
332
Adelphi Trust
Florida
$502K +$497K +2,000 New
MT
333
Midwest Trust
Kansas
$502K +$497K +2,000 New
HTC
334
Haverford Trust Company
Pennsylvania
$501K
SCA
335
Snowden Capital Advisors
New York
$499K +$493K +1,985 New
DI
336
Disciplined Investors
Texas
$494K -$23.9K -96 -5%
MWA
337
Medallion Wealth Advisors
Connecticut
$491K
MAV
338
Mason & Associates (Virginia)
Virginia
$477K -$34.8K -140 -7%
Simplex Trading
339
Simplex Trading
Illinois
$473K +$469K +1,885 New
ML
340
McAdam LLC
Pennsylvania
$469K -$25.9K -104 -5%
GJIA
341
Glass Jacobson Investment Advisors
Maryland
$469K -$57.7K -232 -11%
AC
342
Avant Capital
Louisiana
$463K +$61.7K +248 +16%
CF
343
Calder Financial
Pennsylvania
$458K +$453K +1,822 New
CFB
344
Cullen/Frost Bankers
Texas
$452K
CMBA
345
C.M. Bidwell & Associates
Hawaii
$443K
DAS
346
Diversify Advisory Services
Utah
$440K +$4.97K +20 +1%
EL
347
EWA LLC
Pennsylvania
$435K +$1.99K +8 +0.5%
SEIA
348
Signature Estate & Investment Advisors
California
$424K +$12.4K +50 +3%
DAS
349
Dynamic Advisor Solutions
Arizona
$423K +$36.3K +146 +9%
PFG
350
Prosperity Financial Group
California
$419K +$2.49K +10 +0.6%