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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Private Wealth Advisors
26
JP Morgan Private Wealth Advisors
California
$19.8M +$1.25K +8 +0%
CreativeOne Wealth
27
CreativeOne Wealth
Kansas
$18.5M -$158K -1,005 -0.9%
PMG
28
ProVise Management Group
Florida
$18.3M +$2.96M +18,876 +20%
BDF
29
Black Diamond Financial
Maryland
$17.9M -$123K -786 -0.7%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$16.1M +$460K +2,931 +3%
Osaic Holdings
31
Osaic Holdings
Arizona
$15.2M -$15.3M -97,603 -51%
AE Wealth Management
32
AE Wealth Management
Kansas
$14.7M +$2.93M +18,699 +25%
SG
33
StoneX Group
New York
$12.5M -$1.63M -10,418 -12%
AIS
34
American Investment Services
Massachusetts
$12.1M +$34.7K +221 +0.3%
CAM
35
Cozad Asset Management
Illinois
$12M +$470K +2,995 +4%
Capital Investment Advisors
36
Capital Investment Advisors
Georgia
$10.6M -$469K -2,991 -4%
QA
37
Quantitative Advantage
Minnesota
$10.5M +$653K +4,163 +7%
MML Investors Services
38
MML Investors Services
Massachusetts
$10.3M +$83K +529 +0.8%
PFM
39
Phillips Financial Management
Indiana
$9.03M -$21.3K -136 -0.2%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$8.67M -$108K -686 -1%
Creative Planning
41
Creative Planning
Kansas
$8.49M +$3.47M +22,086 +71%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$8.23M -$75.6K -482 -0.9%
Destination Wealth Management
43
Destination Wealth Management
California
$8.22M -$616K -3,925 -7%
HB Wealth Management
44
HB Wealth Management
Georgia
$8.13M +$58.5K +373 +0.7%
CA
45
Capital Advantage
California
$7.72M +$256K +1,633 +3%
Apella Capital
46
Apella Capital
Connecticut
$7.19M -$102K -650 -1%
TC
47
Titleist Capital
Texas
$6.75M +$38.6K +246 +0.6%
SFPM
48
Sensible Financial Planning & Management
Massachusetts
$6.48M -$33.9K -216 -0.5%
Stifel Financial
49
Stifel Financial
Missouri
$6.42M +$187K +1,190 +3%
GWM
50
Gray Wealth Management
Maine
$6.26M +$13.8K +88 +0.2%