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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$23.6M +$802K +4,919 +4%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$20.9M -$28.2K -173 -0.1%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$20M +$3.69M +22,628 +24%
CW
29
CreativeOne Wealth
Kansas
$19.7M -$5.96M -36,541 -24%
BDF
30
Black Diamond Financial
Maryland
$19M +$8.97M +55,024 +95%
GM
31
GeoWealth Management
Illinois
$16.7M -$4.77M -29,271 -23%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$16.5M -$659K -4,039 -4%
PMG
33
ProVise Management Group
Florida
$16.2M +$5.05M +30,942 +47%
SG
34
StoneX Group
New York
$15M +$276K +1,690 +2%
AIS
35
American Investment Services
Massachusetts
$12.7M +$81.5K +500 +0.7%
AWM
36
AE Wealth Management
Kansas
$12.4M +$6.11M +37,499 +104%
CAM
37
Cozad Asset Management
Illinois
$12.2M +$390K +2,392 +3%
CIA
38
Capital Investment Advisors
Georgia
$11.7M -$163 -1 -0%
MML Investors Services
39
MML Investors Services
Massachusetts
$10.8M +$1.07M +6,574 +11%
QA
40
Quantitative Advantage
Minnesota
$10.4M +$407K +2,496 +4%
PFM
41
Phillips Financial Management
Indiana
$9.57M
DWM
42
Destination Wealth Management
California
$9.35M -$260K -1,596 -3%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$9.28M +$72.6K +445 +0.8%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$8.78M +$78.8K +483 +0.9%
ONB
45
Old National Bancorp
Indiana
$8.75M -$84K -515 -1%
HWM
46
HB Wealth Management
Georgia
$8.53M +$8.28M +50,751 New
1WM
47
1900 Wealth Management
Texas
$8.12M -$1.33M -8,179 -14%
AC
48
Apella Capital
Connecticut
$7.71M +$21.2K +130 +0.3%
CA
49
Capital Advantage
California
$7.56M +$768K +4,709 +11%
FTS
50
Fifth Third Securities
Ohio
$7.2M +$6.98M +42,808 New