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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Empirical Wealth Management
Washington
$9.98M +$1.2M +6,730 +14%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$9.75M -$28.5K -160 -0.3%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$9.18M -$880K -4,936 -9%
PFM
54
Phillips Financial Management
Indiana
$8.78M -$387K -2,172 -4%
PJSIMP
55
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.76M +$90.3K +506 +1%
CIA
56
Capital Investment Advisors
Georgia
$8.54M +$420K +2,354 +5%
EE
57
EWG Elevate
California
$8.12M +$7.75M +43,475 New
DWM
58
Destination Wealth Management
California
$8.11M -$442K -2,480 -5%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$8.11M -$178 -1 -0%
FFA
60
Florida Financial Advisors
Florida
$8.03M +$369K +2,071 +5%
TWM
61
TriaGen Wealth Management
California
$7.91M +$279K +1,562 +4%
SFPM
62
Sensible Financial Planning & Management
Massachusetts
$7.62M +$160K +896 +2%
GWM
63
Gray Wealth Management
Maine
$7.25M -$2.67K -15 -0%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$7.2M +$339K +1,903 +5%
DT
65
Diversified Trust
Tennessee
$7.11M
FFA
66
Farther Finance Advisors
California
$6.95M -$585K -3,278 -8%
IA
67
IFP Advisors
Florida
$6.4M +$5.79M +32,473 +1,837%
EFN
68
Equita Financial Network
Pennsylvania
$5.91M
BEAM
69
Baker Ellis Asset Management
Washington
$5.82M +$190K +1,065 +4%
SC
70
Steph & Co
Wisconsin
$5.74M +$453K +2,539 +9%
PWA
71
Physician Wealth Advisors
Utah
$5.65M +$94.5K +530 +2%
TWM
72
Tradition Wealth Management
Minnesota
$5.53M -$340K -1,908 -6%
SB
73
Strategic Blueprint
Georgia
$5.32M +$488K +2,737 +11%
MML Investors Services
74
MML Investors Services
Massachusetts
$5.3M +$283K +1,585 +6%
LAS
75
Legacy Advisory Services
Pennsylvania
$5.17M -$457K -2,564 -8%