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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
101
Sheets Smith Wealth Management
North Carolina
$273K – – –
CFB
102
Cullen/Frost Bankers
Texas
$269K – – –
IWM
103
IHT Wealth Management
Illinois
$254K -$896 -9 -0.4%
MWA
104
Meridian Wealth Advisors
Texas
$252K – – –
SMC
105
Smith, Moore & Co
Missouri
$249K – – –
SS
106
Simplicity Solutions
Minnesota
$241K -$244K -2,450 -51%
SBIA
107
Sheaff Brock Investment Advisors
Indiana
$239K +$235K +2,359 New
PSUF
108
People's United Financial
Connecticut
$236K +$232K +2,327 New
ACI
109
Alpha Cubed Investments
California
$228K -$9.96K -100 -4%
TW
110
TrinityPoint Wealth
Connecticut
$227K -$67.4K -677 -24%
Vanguard Group
111
Vanguard Group
Pennsylvania
$227K – – –
Renaissance Technologies
112
Renaissance Technologies
New York
$213K +$209K +2,100 New
WWM
113
Western Wealth Management
Colorado
$211K – – –
BSW
114
Buckingham Strategic Wealth
Missouri
$205K +$201K +2,022 New
HNB
115
Huntington National Bank
Ohio
$179K – – –
BCI
116
Brinker Capital Investments
Pennsylvania
$175K – – –
CF
117
Centaurus Financial
California
$162K -$294K -2,950 -65%
CFA
118
Carroll Financial Associates
North Carolina
$149K – – –
JPLA
119
Joseph P. Lucia & Associates
New York
$146K +$138K +1,384 +2,386%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$145K – – –
DWM
121
Doyle Wealth Management
Florida
$127K +$125K +1,251 New
US Bancorp
122
US Bancorp
Minnesota
$114K – – –
PCFFS
123
Pacific Center for Financial Services
California
$109K – – –
PB
124
Pinnacle Bancorp
Nebraska
$102K – – –
GWM
125
Geneos Wealth Management
Colorado
$101K – – –