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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Destination Wealth Management
California
$2.08M +$2.44M +22,873 New
PA
52
Parallel Advisors
California
$1.96M -$114K -1,070 -5%
CI
53
CX Institutional
Indiana
$1.87M +$528K +4,950 +32%
SFPM
54
Sensible Financial Planning & Management
Massachusetts
$1.83M +$570K +5,347 +36%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$1.75M -$525K -4,919 -20%
SAM
56
Smithbridge Asset Management
Pennsylvania
$1.7M -$36.5K -342 -2%
CCP
57
Clarkston Capital Partners
Michigan
$1.68M +$52.6K +493 +3%
SEIA
58
Signature Estate & Investment Advisors
California
$1.68M +$1.97M +18,455 New
PAG
59
Private Advisor Group
New Jersey
$1.57M +$140K +1,317 +8%
FAAS
60
First Allied Advisory Services
California
$1.56M +$1.1M +10,302 +149%
Stifel Financial
61
Stifel Financial
Missouri
$1.53M +$121K +1,134 +7%
HighTower Advisors
62
HighTower Advisors
Illinois
$1.4M -$251K -2,350 -13%
CA
63
Calton & Associates
Florida
$1.39M +$418K +3,922 +35%
MML Investors Services
64
MML Investors Services
Massachusetts
$1.32M -$63.1K -592 -4%
KP
65
Keel Point
Alabama
$1.3M +$160K +1,498 +12%
BAMG
66
Brand Asset Management Group
Missouri
$1.3M -$21.9K -205 -1%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$1.28M +$1.3M +12,190 +658%
SG
68
StoneX Group
New York
$1.19M -$303K -2,844 -18%
TAM
69
Tocqueville Asset Management
New York
$1.16M
BRWA
70
B. Riley Wealth Advisors
Florida
$1.1M -$154K -1,445 -11%
C1AG
71
Client 1st Advisory Group
Florida
$1.07M +$1.26M +11,769 New
JP Morgan Chase
72
JP Morgan Chase
New York
$1.06M -$44.7K -419 -3%
LPT
73
Legacy Private Trust
Wisconsin
$1.05M -$539K -5,050 -30%
BJ
74
Brouwer & Janachowski
California
$1.01M -$50.9K -477 -4%
TI
75
Trexquant Investment
Connecticut
$980K +$1.15M +10,780 New