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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
Apella Capital
Connecticut
$19.1M +$18M +122,086 New
PMG
27
ProVise Management Group
Florida
$18.1M -$6.91M -46,792 -29%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$17.1M +$12.2M +82,712 +308%
BDF
29
Black Diamond Financial
Maryland
$16.8M -$12.3K -83 -0.1%
EWA
30
Exencial Wealth Advisors
Oklahoma
$16.5M +$15.5M +105,198 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$14.3M +$1.41M +9,541 +12%
RJA
32
Raymond James & Associates
Florida
$12.9M -$3.14M -21,269 -21%
Osaic Holdings
33
Osaic Holdings
Arizona
$12.5M -$1.23M -8,343 -9%
CW
34
CreativeOne Wealth
Kansas
$12.4M -$935K -6,328 -7%
AIS
35
American Investment Services
Massachusetts
$11.9M +$5.32K +36 +0%
CAM
36
Cozad Asset Management
Illinois
$11.7M -$216K -1,460 -2%
Creative Planning
37
Creative Planning
Kansas
$10.4M +$99.8K +675 +1%
KP
38
Keel Point
Alabama
$9.46M +$448K +3,030 +5%
BHWA
39
Beacon Harbor Wealth Advisors
Virginia
$8.55M +$8.08M +54,655 New
CAN
40
Cetera Advisor Networks
California
$8.49M -$2.12M -14,342 -21%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$8.14M +$36.9K +250 +0.5%
HWM
42
HB Wealth Management
Georgia
$8.04M +$26.3K +178 +0.3%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$7.83M -$1.96M -13,294 -21%
PFM
44
Phillips Financial Management
Indiana
$7.73M -$43.7K -296 -0.6%
DWM
45
Destination Wealth Management
California
$7.69M -$90.7K -614 -1%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$7.27M -$96.1K -650 -1%
CIA
47
Capital Investment Advisors
Georgia
$6.77M -$909K -6,154 -12%
CA
48
Capital Advantage
California
$6.64M +$267K +1,807 +4%
SFPM
49
Sensible Financial Planning & Management
Massachusetts
$6.47M -$1.16M -7,883 -16%
TWM
50
TriaGen Wealth Management
California
$6.13M +$169K +1,143 +3%