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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MMA
376
Miracle Mile Advisors
California
$291K
IFWM
377
Institute for Wealth Management
Colorado
$281K +$702 +3 +0.3%
SFS
378
Sowell Financial Services
Arkansas
$280K +$468 +2 +0.2%
MAM
379
Marquette Asset Management
Minnesota
$272K +$260K +1,113 New
HSWM
380
Hubbell Strickland Wealth Management
Louisiana
$270K +$702 +3 +0.3%
TTWM
381
TCV Trust & Wealth Management
Virginia
$270K
HCM
382
Hollencrest Capital Management
California
$266K
GSEP
383
Golden State Equity Partners
California
$266K +$15.7K +67 +7%
WG
384
Warner Group
Connecticut
$264K +$253K +1,080 New
CIAS
385
Capital Investment Advisory Services
North Carolina
$262K
Koshinski Asset Management
386
Koshinski Asset Management
Illinois
$262K +$234 +1 +0.1%
JWCA
387
J.W. Cole Advisors
Florida
$260K +$21.3K +91 +9%
SAM
388
Summit Asset Management
Tennessee
$256K
Citigroup
389
Citigroup
New York
$254K -$5.6M -23,958 -96%
WF
390
Warner Financial
Maryland
$254K +$702 +3 +0.3%
Empower Advisory Group
391
Empower Advisory Group
Colorado
$251K
PGFC
392
Peapack-Gladstone Financial Corp
New Jersey
$250K
FFA
393
Farther Finance Advisors
California
$244K -$922K -3,944 -80%
RFA
394
Resurgent Financial Advisors
Georgia
$244K -$702 -3 -0.3%
DIA
395
Davidson Investment Advisors
Montana
$241K
DTC
396
Davidson Trust Company
Washington
$241K
NL
397
NWAM LLC
Washington
$239K +$234 +1 +0.1%
GIM
398
Glenmede Investment Management
Pennsylvania
$239K
LSIA
399
LaSalle St. Investment Advisors
Illinois
$238K
WA
400
Waverly Advisors
Alabama
$235K