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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$804K +$196K +1,427 +33%
RWP
127
RWA Wealth Partners
Massachusetts
$774K
SNB
128
Security National Bank
Nebraska
$736K
SQA
129
Simon Quick Advisors
New Jersey
$675K +$82K +598 +14%
ANTB
130
AMG National Trust Bank
Colorado
$672K
SWP
131
Stratos Wealth Partners
Ohio
$651K
SWM
132
Sugarloaf Wealth Management
Georgia
$642K +$1.92K +14 +0.3%
CCA
133
Checchi Capital Advisers
California
$629K +$5.76K +42 +0.9%
TA
134
TrueWealth Advisors
Alabama
$629K +$182K +1,330 +45%
CPA
135
Capital Planning Advisors
California
$624K -$52.1K -380 -8%
UWM
136
USAdvisors Wealth Management
Minnesota
$610K +$35.2K +257 +6%
CMBA
137
C.M. Bidwell & Associates
Hawaii
$595K -$40.7K -297 -7%
EVM
138
Eaton Vance Management
Massachusetts
$589K
PA
139
PFG Advisors
Arizona
$577K +$17.1K +125 +3%
CP
140
Capital Planning
Washington
$574K
NL
141
NWAM LLC
Washington
$549K +$537K +3,916 New
ASN
142
Advisory Services Network
Georgia
$542K
FPGK
143
Financial Partners Group (Kansas)
Kansas
$542K +$8.22K +60 +2%
GM
144
GeoWealth Management
Illinois
$535K +$79.6K +581 +18%
C1AG
145
Client 1st Advisory Group
Florida
$528K -$22.3K -163 -4%
SSWM
146
Sheets Smith Wealth Management
North Carolina
$519K
SCM
147
SOL Capital Management
Maryland
$509K -$27.4K -200 -5%
SBIA
148
Sheaff Brock Investment Advisors
Indiana
$496K +$3.43K +25 +0.7%
Goldman Sachs
149
Goldman Sachs
New York
$490K +$478K +3,491 New
CWM
150
Cranbrook Wealth Management
Michigan
$471K