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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GM
151
GeoWealth Management
Illinois
$429K +$244K +1,931 +149%
MFW
152
Mosaic Family Wealth
Missouri
$423K
SFP
153
Strategic Financial Partners
Oregon
$414K +$1.14K +9 +0.3%
SIC
154
Salem Investment Counselors
North Carolina
$404K -$34.1K -270 -8%
TA
155
TrueWealth Advisors
Alabama
$400K +$375K +2,967 New
ACI
156
Alpha Cubed Investments
California
$392K
FAIM
157
Financial Advocates Investment Management
Washington
$386K -$5.31K -42 -1%
BWM
158
Baystate Wealth Management
Massachusetts
$359K +$1.52K +12 +0.4%
DWMG
159
DB Wealth Management Group
California
$359K +$341K +2,693 New
NAMP
160
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$357K
PFA
161
Pathway Financial Advisors
Vermont
$345K
IWM
162
IHT Wealth Management
Illinois
$345K +$1.52K +12 +0.5%
BAM
163
Belpointe Asset Management
Nevada
$340K +$10.2K +81 +3%
BWA
164
Beam Wealth Advisors
Louisiana
$334K -$5.06K -40 -2%
MWA
165
Meridian Wealth Advisors
Texas
$332K
APA
166
American Portfolios Advisors
New York
$324K -$42.9K -339 -12%
TIAM2
167
Tru Independence Asset Management 2
Oregon
$315K +$298K +2,360 New
FSWA
168
Financial Synergies Wealth Advisors
Texas
$314K -$3.92K -31 -1%
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$312K
PSUF
170
People's United Financial
Connecticut
$311K
Fisher Asset Management
171
Fisher Asset Management
Washington
$309K +$75.3K +595 +35%
SWA
172
Stratos Wealth Advisors
Ohio
$304K -$38.2K -302 -12%
BSW
173
Buckingham Strategic Wealth
Missouri
$297K
JIC
174
Joel Isaacson & Co
New York
$295K +$1.14K +9 +0.4%
FPF
175
First Pacific Financial
Washington
$295K +$1.26K +10 +0.5%