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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
76
Dynamic Advisor Solutions
Arizona
$2.14M +$885K +7,001 +78%
Citadel Advisors
77
Citadel Advisors
Florida
$2.09M +$1.14M +8,987 +135%
HAS
78
HBW Advisory Services
California
$2.05M +$64.5K +510 +3%
CA
79
Calton & Associates
Florida
$2.03M +$158K +1,248 +9%
PWA
80
Physician Wealth Advisors
Utah
$1.94M +$334K +2,637 +23%
BAMG
81
Brand Asset Management Group
Missouri
$1.91M
BRWA
82
B. Riley Wealth Advisors
Florida
$1.91M +$68.4K +541 +4%
TWM
83
Tradition Wealth Management
Minnesota
$1.88M +$1.78M +14,100 New
MSFS
84
Main Street Financial Solutions
Pennsylvania
$1.83M +$1.73M +13,717 New
Franklin Resources
85
Franklin Resources
California
$1.7M +$375K +2,968 +30%
MFGM
86
Marshall Financial Group (Maryland)
Maryland
$1.66M +$1.57M +12,453 New
TAM
87
Tocqueville Asset Management
New York
$1.57M +$177K +1,400 +13%
SPC
88
Sigma Planning Corp
Michigan
$1.57M -$102K -806 -6%
MGIA
89
Matthew Goff Investment Advisor
Texas
$1.52M -$12.8K -101 -0.9%
LFF
90
Level Four Financial
Texas
$1.46M +$1.39M +10,951 New
WCAMG
91
Woodard & Company Asset Management Group
North Carolina
$1.45M -$163K -1,291 -11%
TFS
92
Thoroughbred Financial Services
Tennessee
$1.4M +$281K +2,223 +27%
MFA
93
McClarren Financial Advisors
Pennsylvania
$1.4M +$1.32M +10,476 New
JP Morgan Chase
94
JP Morgan Chase
New York
$1.4M -$228K -1,800 -15%
DACG
95
Donor Advised Charitable Giving
California
$1.39M +$5.94K +47 +0.5%
SWM
96
Southern Wealth Management
Texas
$1.39M +$5.94K +47 +0.5%
PMG
97
ProVise Management Group
Florida
$1.27M +$822K +6,503 +215%
BJ
98
Brouwer & Janachowski
California
$1.24M -$20.1K -159 -2%
LPT
99
Legacy Private Trust
Wisconsin
$1.22M
JMPWA
100
JP Morgan Private Wealth Advisors
California
$1.22M +$1.52K +12 +0.1%