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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$11.5M +$3.16M +26,823 +39%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$11.1M -$47.7K -404 -0.4%
CA
28
Capital Advantage
California
$10.3M -$14.3K -121 -0.1%
AIS
29
American Investment Services
Massachusetts
$8.93M +$61K +517 +0.7%
CI Investments Inc
30
CI Investments Inc
Ontario, Canada
$7.87M -$838K -7,102 -10%
RJA
31
Raymond James & Associates
Florida
$7.75M +$231K +1,959 +3%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$7.5M -$1.28M -10,838 -15%
CIA
33
Capital Investment Advisors
Georgia
$7.18M +$314K +2,660 +5%
CAM
34
Cozad Asset Management
Illinois
$7.11M +$828K +7,015 +13%
LB
35
Leo Brokerage
Texas
$6.91M +$7.45M +63,154 New
PFM
36
Phillips Financial Management
Indiana
$6.77M +$782K +6,625 +13%
Stifel Financial
37
Stifel Financial
Missouri
$6.71M +$4.58M +38,821 +227%
HB
38
Homrich & Berg
Georgia
$6.08M +$5.99M +50,751 New
BFA
39
Beaumont Financial Advisors
Massachusetts
$6.08M -$3.36M -28,468 -36%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$5.91M -$112K -950 -2%
ONB
41
Old National Bancorp
Indiana
$5.51M +$1.43M +12,129 +36%
AC
42
Apella Capital
Connecticut
$5.38M +$538K +4,556 +11%
AWA
43
Arete Wealth Advisors
Illinois
$5.26M +$626K +5,309 +14%
QA
44
Quantitative Advantage
Minnesota
$4.75M +$4.68M +39,646 New
MML Investors Services
45
MML Investors Services
Massachusetts
$4.58M +$781K +6,623 +21%
GWM
46
Gray Wealth Management
Maine
$4.38M -$126K -1,065 -3%
JWM
47
Jackson Wealth Management
Florida
$4.36M +$445K +3,775 +12%
CI
48
CX Institutional
Indiana
$4.04M +$649K +5,502 +19%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$3.92M -$609K -5,158 -14%
MGIA
50
Moneta Group Investment Advisors
Missouri
$3.8M +$431K +3,655 +13%