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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$19.4M -$2.08M -15,054 -10%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$18.5M -$1.27M -9,201 -7%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$17.9M +$162K +1,168 +0.9%
FA
29
FDx Advisors
Illinois
$17.7M
BDF
30
Black Diamond Financial
Maryland
$15.3M -$215K -1,553 -1%
RJA
31
Raymond James & Associates
Florida
$14.8M -$2.49M -17,999 -15%
Osaic Holdings
32
Osaic Holdings
Arizona
$12.6M -$1.5M -10,863 -11%
CW
33
CreativeOne Wealth
Kansas
$12.2M +$840K +6,066 +8%
QA
34
Quantitative Advantage
Minnesota
$11.7M +$305K +2,200 +3%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$11.7M -$1.67M -12,067 -13%
CAM
36
Cozad Asset Management
Illinois
$10.9M +$183K +1,320 +2%
AIS
37
American Investment Services
Massachusetts
$10.1M
CAN
38
Cetera Advisor Networks
California
$9.82M +$878K +6,344 +10%
Creative Planning
39
Creative Planning
Kansas
$9.45M +$80.7K +583 +0.9%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$9.06M +$2.3M +16,633 +36%
KP
41
Keel Point
Alabama
$8.22M +$390K +2,815 +5%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$7.41M +$63K +455 +0.9%
HWM
43
HB Wealth Management
Georgia
$7.33M +$24.6K +178 +0.3%
DWM
44
Destination Wealth Management
California
$7.12M -$56.9K -411 -0.8%
PFM
45
Phillips Financial Management
Indiana
$7.11M -$158K -1,138 -2%
CIA
46
Capital Investment Advisors
Georgia
$7.07M -$1.1M -7,936 -14%
SFPM
47
Sensible Financial Planning & Management
Massachusetts
$7.04M +$90.1K +651 +1%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$6.75M +$332K +2,400 +5%
CA
49
Capital Advantage
California
$5.88M -$405K -2,926 -7%
GM
50
GeoWealth Management
Illinois
$5.77M +$1.19M +8,627 +27%