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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$16.4M -$151K -1,130 -0.9%
RJA
27
Raymond James & Associates
Florida
$16.1M -$19.2K -144 -0.1%
IC
28
IEQ Capital
California
$15.8M +$3.63M +27,179 +30%
BDF
29
Black Diamond Financial
Maryland
$14.4M -$147K -1,097 -1%
Osaic Holdings
30
Osaic Holdings
Arizona
$13.1M +$856K +6,406 +7%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$12.5M +$588K +4,404 +5%
AC
32
Apella Capital
Connecticut
$12.3M +$5.72M +42,807 +86%
QA
33
Quantitative Advantage
Minnesota
$10.6M +$966K +7,234 +10%
CW
34
CreativeOne Wealth
Kansas
$10.5M -$34.3K -257 -0.3%
AIS
35
American Investment Services
Massachusetts
$10.1M +$91.6K +686 +0.9%
CAM
36
Cozad Asset Management
Illinois
$9.92M +$74.1K +555 +0.7%
Creative Planning
37
Creative Planning
Kansas
$8.66M -$88K -659 -1%
CAN
38
Cetera Advisor Networks
California
$8.25M +$7.79M +58,336 +1,476%
CIA
39
Capital Investment Advisors
Georgia
$7.59M -$1.16M -8,676 -13%
KP
40
Keel Point
Alabama
$7.23M +$2.45M +18,362 +51%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$6.79M +$148K +1,107 +2%
HWM
42
HB Wealth Management
Georgia
$6.76M -$16.7K -125 -0.2%
PFM
43
Phillips Financial Management
Indiana
$6.73M -$354K -2,652 -5%
DWM
44
Destination Wealth Management
California
$6.64M +$90.6K +678 +1%
SFPM
45
Sensible Financial Planning & Management
Massachusetts
$6.43M +$506K +3,785 +8%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$6.18M +$4.68M +35,062 +302%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$5.92M -$95.1K -712 -2%
CA
48
Capital Advantage
California
$5.83M -$855K -6,399 -13%
AssetMark Inc
49
AssetMark Inc
California
$5.6M +$5.65M +42,295 New
GWM
50
Gray Wealth Management
Maine
$4.92M -$171K -1,280 -3%