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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
AE Wealth Management
Kansas
$397K +$61.9K +630 +19%
Bessemer Group
77
Bessemer Group
New Jersey
$384K -$118K -1,200 -24%
TFS
78
TrustCore Financial Services
Tennessee
$351K +$393 +4 +0.1%
Stifel Financial
79
Stifel Financial
Missouri
$331K -$70.7K -719 -18%
FAAS
80
First Allied Advisory Services
California
$319K +$46.8K +476 +18%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$316K +$7.57K +77 +3%
PFA
82
Pathway Financial Advisors
Vermont
$303K
MFW
83
Mosaic Family Wealth
Missouri
$299K +$1.18K +12 +0.4%
BWM
84
Baystate Wealth Management
Massachusetts
$297K +$25K +254 +9%
NAMP
85
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$281K
SG
86
StoneX Group
New York
$276K +$270K +2,749 New
CFB
87
Cullen/Frost Bankers
Texas
$267K
IWM
88
IHT Wealth Management
Illinois
$249K +$1.08K +11 +0.4%
SMC
89
Smith, Moore & Co
Missouri
$247K
Vanguard Group
90
Vanguard Group
Pennsylvania
$225K
SSWM
91
Sheets Smith Wealth Management
North Carolina
$221K
ACI
92
Alpha Cubed Investments
California
$216K
DWM
93
Doyle Wealth Management
Florida
$213K +$208K +2,117 New
BA
94
Bristlecone Advisors
Washington
$205K +$201K +2,043 New
SCM
95
Southport Capital Management
Tennessee
$200K +$196K +1,991 New
HNB
96
Huntington National Bank
Ohio
$179K
CFA
97
Carroll Financial Associates
North Carolina
$148K -$9.83K -100 -6%
BCI
98
Brinker Capital Investments
Pennsylvania
$124K
US Bancorp
99
US Bancorp
Minnesota
$113K
PCFFS
100
Pacific Center for Financial Services
California
$106K