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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
Paracle Advisors
Washington
$4.23M -$142K -1,588 -3%
PS
27
Portfolio Solutions
Michigan
$4.13M +$17.6K +197 +0.4%
CIA
28
Capital Investment Advisors
Georgia
$4.12M +$171K +1,912 +4%
Creative Planning
29
Creative Planning
Kansas
$4.12M +$10.8K +121 +0.3%
PFM
30
Phillips Financial Management
Indiana
$3.86M -$2.68K -30 -0.1%
BEAM
31
Baker Ellis Asset Management
Washington
$3.29M -$71K -794 -2%
RWP
32
RWA Wealth Partners
Massachusetts
$3.15M +$55.8K +624 +2%
SHCM
33
Stokes & Hubbell Capital Management
Louisiana
$2.96M
AG
34
Advisor Group
Arizona
$2.66M -$216K -2,411 -8%
PA
35
Parallel Advisors
California
$2.53M +$41.4K +463 +2%
BJ
36
Brouwer & Janachowski
California
$2.11M -$914K -10,216 -31%
Goldman Sachs
37
Goldman Sachs
New York
$2M +$1.95M +21,766 New
Baird Financial Group
38
Baird Financial Group
Wisconsin
$1.88M +$162K +1,809 +10%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$1.72M -$52.8K -590 -3%
NFG
40
Next Financial Group
Texas
$1.47M -$7.87K -88 -0.5%
IA
41
IFP Advisors
Florida
$1.46M +$1.33M +14,904 +1,554%
CCP
42
Clarkston Capital Partners
Michigan
$1.43M +$13K +145 +0.9%
SAM
43
Smithbridge Asset Management
Pennsylvania
$1.42M +$121K +1,355 +10%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.33M -$3.67K -41 -0.3%
MGIA
45
Matthew Goff Investment Advisor
Texas
$1.27M
GLA
46
Good Life Advisors
Pennsylvania
$1.1M +$7.16K +80 +0.7%
BRWA
47
B. Riley Wealth Advisors
Florida
$1.09M +$19.1K +214 +2%
LPT
48
Legacy Private Trust
Wisconsin
$1.09M -$51.4K -575 -5%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$945K -$155K -1,731 -14%
SI
50
SII Investments
Wisconsin
$924K -$763K -8,527 -46%