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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
$14.7M -$1.64M -11,798 -9%
BDF
27
Black Diamond Financial
Maryland
$13.7M -$83.6K -602 -0.5%
Osaic Holdings
28
Osaic Holdings
Arizona
$11.6M -$423K -3,047 -3%
IC
29
IEQ Capital
California
$11.5M -$1.93M -13,902 -13%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$11.2M -$1.37M -9,895 -10%
CI Investments Inc
31
CI Investments Inc
Ontario, Canada
$10.3M -$18.6M -134,350 -62%
CW
32
CreativeOne Wealth
Kansas
$9.94M -$4.82M -34,755 -30%
AIS
33
American Investment Services
Massachusetts
$9.4M
CAM
34
Cozad Asset Management
Illinois
$9.29M -$107K -768 -1%
QA
35
Quantitative Advantage
Minnesota
$9.06M +$401K +2,889 +4%
Creative Planning
36
Creative Planning
Kansas
$8.25M -$292K -2,102 -3%
CIA
37
Capital Investment Advisors
Georgia
$8.24M -$40.3K -290 -0.4%
CI
38
CX Institutional
Indiana
$6.96M +$4.31M +31,088 +126%
PFM
39
Phillips Financial Management
Indiana
$6.67M -$301K -2,167 -4%
PAG
40
Private Advisor Group
New Jersey
$6.57M +$2.07M +14,896 +39%
HWM
41
HB Wealth Management
Georgia
$6.39M +$8.61K +62 +0.1%
CA
42
Capital Advantage
California
$6.29M +$90.5K +652 +1%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$6.27M +$11.7K +84 +0.2%
AC
44
Apella Capital
Connecticut
$6.22M +$958K +6,899 +16%
DWM
45
Destination Wealth Management
California
$6.17M -$163K -1,173 -2%
SG
46
StoneX Group
New York
$5.84M -$4.1M -29,563 -39%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$5.67M -$875K -6,306 -12%
SFPM
48
Sensible Financial Planning & Management
Massachusetts
$5.59M +$316K +2,276 +5%
SC
49
Steph & Co
Wisconsin
$4.99M +$3.14M +22,636 +130%
GWM
50
Gray Wealth Management
Maine
$4.8M -$68.7K -495 -1%