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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$16.6M -$12M -83,890 -40%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$16.4M +$1.29K +9 +0%
CW
28
CreativeOne Wealth
Kansas
$15.1M -$267K -1,865 -2%
BDF
29
Black Diamond Financial
Maryland
$14.6M -$267K -1,865 -2%
IC
30
IEQ Capital
California
$13.9M +$15.1M +105,708 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$13.1M -$252K -1,763 -2%
Osaic Holdings
32
Osaic Holdings
Arizona
$12.6M +$16.8K +117 +0.1%
SS
33
Simplicity Solutions
Minnesota
$10.4M +$11.3M +78,577 New
SG
34
StoneX Group
New York
$10M -$396K -2,763 -4%
AIS
35
American Investment Services
Massachusetts
$9.93M -$104K -724 -1%
CAM
36
Cozad Asset Management
Illinois
$9.91M -$57.8K -404 -0.5%
QA
37
Quantitative Advantage
Minnesota
$9.19M +$519K +3,626 +5%
Creative Planning
38
Creative Planning
Kansas
$8.99M +$2.11M +14,759 +28%
CIA
39
Capital Investment Advisors
Georgia
$8.74M -$63K -440 -0.7%
ETC
40
Exchange Traded Concepts
Oklahoma
$7.98M -$80.3M -560,935 -90%
PFM
41
Phillips Financial Management
Indiana
$7.33M -$165K -1,154 -2%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$6.82M
HWM
43
HB Wealth Management
Georgia
$6.74M
DWM
44
Destination Wealth Management
California
$6.67M -$151K -1,055 -2%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$6.61M -$627K -4,379 -8%
CA
46
Capital Advantage
California
$6.56M +$176K +1,227 +3%
MML Investors Services
47
MML Investors Services
Massachusetts
$6.04M -$2.72M -19,018 -29%
AC
48
Apella Capital
Connecticut
$5.66M -$330K -2,307 -5%
SFPM
49
Sensible Financial Planning & Management
Massachusetts
$5.6M +$247K +1,728 +4%
KP
50
Keel Point
Alabama
$5.22M +$573 +4 +0%