We are live on ! Find out more
MGC icon

Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
76
Mariner Independent Advisor Network
Kansas
$965K +$38.4K +360 +3%
DACG
77
Donor Advised Charitable Giving
California
$928K
SWM
78
Southern Wealth Management
Texas
$928K
SPIA
79
Steward Partners Investment Advisory
New York
$892K -$26.2K -246 -2%
PWA
80
Physician Wealth Advisors
Utah
$874K -$265K -2,484 -22%
FTI
81
Fiduciary Trust International
Massachusetts
$823K
NFG
82
Next Financial Group
Texas
$782K -$3.37M -31,575 -79%
IFG
83
Investors Financial Group
Minnesota
$752K -$16.3K -153 -2%
MW
84
Marcum Wealth
Ohio
$725K +$151K +1,415 +22%
APSP
85
Asset Planning Services (Pennsylvania)
Pennsylvania
$708K +$4.16K +39 +0.5%
Goldman Sachs
86
Goldman Sachs
New York
$687K +$806K +7,557 New
SC
87
Savant Capital
Illinois
$670K +$12.2K +114 +2%
PJB
88
Paul John Balson
California
$649K +$761K +7,139 New
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$643K -$74.2K -696 -9%
CC
90
Cassaday & Co
Virginia
$636K -$98.6M -924,500 -99%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$618K -$47.4K -444 -6%
AAS
92
Avantax Advisory Services
Texas
$590K -$348K -3,259 -33%
UFF
93
USA Financial Formulas
Michigan
$567K +$665K +6,239 New
CA
94
Continuum Advisory
Idaho
$555K +$680K +6,373 New
SFP
95
Strategic Financial Partners
Oregon
$554K -$953K -8,938 -59%
GC
96
Gibson Capital
Pennsylvania
$544K
W
97
WealthOne
New York
$539K +$312K +2,928 +98%
RWP
98
RWA Wealth Partners
Massachusetts
$519K -$39.7K -372 -6%
CCA
99
Checchi Capital Advisers
California
$512K +$1.92K +18 +0.3%
DAS
100
Dynamic Advisor Solutions
Arizona
$485K +$1.39K +13 +0.2%