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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
376
Warner Financial
Maryland
$233K +$2.69K +13 +1%
QCM
377
Quantinno Capital Management
New York
$231K +$213K +1,028 New
Empower Advisory Group
378
Empower Advisory Group
Colorado
$231K -$129K -625 -38%
PGFC
379
Peapack-Gladstone Financial Corp
New Jersey
$230K
GSEP
380
Golden State Equity Partners
California
$230K
EWA
381
EP Wealth Advisors
California
$227K
RFA
382
Resurgent Financial Advisors
Georgia
$226K +$208K +1,004 New
BPA
383
Beacon Pointe Advisors
California
$223K -$362K -1,747 -64%
NL
384
NWAM LLC
Washington
$223K +$201K +970 New
DIA
385
Davidson Investment Advisors
Montana
$222K -$21.7K -105 -10%
DTC
386
Davidson Trust Company
Washington
$222K -$21.7K -105 -10%
GIM
387
Glenmede Investment Management
Pennsylvania
$220K +$203K +979 New
WS
388
Wedbush Securities
California
$220K +$202K +977 New
LSIA
389
LaSalle St. Investment Advisors
Illinois
$219K +$202K +977 New
JWCA
390
J.W. Cole Advisors
Florida
$219K +$201K +973 New
WA
391
Waverly Advisors
Alabama
$216K +$199K +962 New
JIC
392
Johnson Investment Counsel
Ohio
$216K +$198K +959 New
FWTB
393
First Western Trust Bank
Colorado
$215K +$198K +958 New
OBWG
394
Onyx Bridge Wealth Group
New York
$215K +$197K +954 New
BIG
395
Brookwood Investment Group
Arizona
$214K +$197K +953 New
CW
396
Curio Wealth
Maryland
$211K +$193K +932 +11,650%
GOCP
397
Great Oak Capital Partners
Massachusetts
$210K +$192K +927 New
MA
398
Mutual Advisors
Nebraska
$209K +$186K +901 New
WANY
399
Wealthspire Advisors (New York)
New York
$207K +$191K +922 New
MWM
400
Modern Wealth Management
Kansas
$207K -$24.6K -119 -11%