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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
151
TrinityPoint Wealth
Connecticut
$223K +$211K +2,036 New
GWM
152
Geneos Wealth Management
Colorado
$217K -$2.69K -26 -1%
JIC
153
Joel Isaacson & Co
New York
$211K +$200K +1,929 New
CF
154
Centaurus Financial
California
$206K +$64.1K +620 +49%
CBN
155
Cadence Bank NA
Texas
$202K +$191K +1,845 New
DI
156
Disciplined Investments
Oklahoma
$197K +$56.6K +547 +44%
CFA
157
Carroll Financial Associates
North Carolina
$185K
OC
158
Oakworth Capital
Alabama
$180K +$24K +232 +16%
HNB
159
Huntington National Bank
Ohio
$150K
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$145K
PGAM
161
Princeton Global Asset Management
New Jersey
$142K +$135K +1,300 New
CAN
162
Cetera Advisor Networks
California
$138K +$131K +1,262 New
PCFFS
163
Pacific Center for Financial Services
California
$120K +$517 +5 +0.5%
RIM
164
Rockbridge Investment Management
New York
$112K +$106K +1,025 New
CG
165
Cutler Group
California
$109K +$62.1K +600 +150%
SPIA
166
Steward Partners Investment Advisory
New York
$108K -$913K -8,826 -90%
QCG
167
Quadrant Capital Group
Ohio
$108K
FHA
168
Flagship Harbor Advisors
Massachusetts
$106K -$414 -4 -0.4%
PB
169
Pinnacle Bancorp
Nebraska
$101K -$8.9K -86 -9%
AF
170
Advisornet Financial
Minnesota
$89K -$53.4K -516 -39%
JPLA
171
Joseph P. Lucia & Associates
New York
$85K
RBC
172
Roble Belko & Company
Pennsylvania
$85K
CAAS
173
Capital Asset Advisory Services
Michigan
$77K
BBA
174
Braun-Bostich & Associates
Pennsylvania
$74K
SFS
175
Sowell Financial Services
Arkansas
$68K