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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
26
Forvis Mazars Wealth Advisors
Missouri
$47.2M -$1.09M -4,661 -2%
Truist Financial
27
Truist Financial
North Carolina
$42.9M -$3.53M -15,100 -8%
BCI
28
Brinker Capital Investments
Pennsylvania
$42.8M +$6.9M +29,523 +20%
OCM
29
One Capital Management
California
$41.3M +$824K +3,524 +2%
IC
30
IEQ Capital
California
$39.7M -$174K -746 -0.5%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$37.3M +$35.7M +152,741 New
IPA
32
Investment Planning Advisors
Georgia
$33.4M +$32M +136,865 New
PMG
33
ProVise Management Group
Florida
$32.5M +$276K +1,178 +0.9%
MFIM
34
Mesirow Financial Investment Management
Illinois
$31.6M +$5.25M +22,445 +21%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$30.7M +$1.65M +7,065 +6%
BDF
36
Black Diamond Financial
Maryland
$27.6M +$3.6M +15,373 +16%
Osaic Holdings
37
Osaic Holdings
Arizona
$25.8M +$2.29M +9,811 +10%
Two Sigma Investments
38
Two Sigma Investments
New York
$25.4M +$2.74M +11,700 +13%
WWG
39
West Wealth Group
California
$23.6M +$9.03M +38,589 +66%
PWM
40
Praetorian Wealth Management
California
$22.6M +$1.02M +4,374 +5%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$22.2M +$425K +1,817 +2%
FSA
42
Financial Services Advisory
Maryland
$22.1M -$349K -1,492 -2%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$21.8M +$196K +837 +0.9%
EWA
44
Exencial Wealth Advisors
Oklahoma
$21.1M -$700K -2,995 -3%
EWM
45
Empirical Wealth Management
Washington
$20.3M +$2.43M +10,383 +14%
CIA
46
Capital Investment Advisors
Georgia
$19.6M +$1.16M +4,966 +7%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$18.9M -$1.97M -8,424 -10%
AC
48
AlphaCore Capital
California
$18.4M -$601K -2,571 -3%
TWP
49
Triad Wealth Partners
Kansas
$18.2M +$10.1M +43,206 +138%
Creative Planning
50
Creative Planning
Kansas
$17.9M +$466K +1,992 +3%