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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
151
Pathstone Family Office
New Jersey
$554K +$601K +4,200 New
CG
152
Colony Group
Massachusetts
$532K +$578K +4,034 New
BFA
153
Beaumont Financial Advisors
Massachusetts
$511K -$53K -370 -9%
FA
154
Flagstar Advisors
New York
$510K -$127K -888 -19%
SBIA
155
Sheaff Brock Investment Advisors
Indiana
$505K +$7.45K +52 +1%
SSWM
156
Sheets Smith Wealth Management
North Carolina
$488K
Northern Trust
157
Northern Trust
Illinois
$473K
FAIM
158
Financial Advocates Investment Management
Washington
$469K +$46.7K +326 +10%
CAN
159
Cetera Advisor Networks
California
$443K -$107K -746 -18%
CWM
160
Cranbrook Wealth Management
Michigan
$443K
MSCM
161
McElhenny Sheffield Capital Management
Texas
$442K
SCM
162
SOL Capital Management
Maryland
$438K
RCAG
163
Rehmann Capital Advisory Group
Michigan
$427K
DADC
164
D.A. Davidson & Co
Montana
$417K
C1AG
165
Client 1st Advisory Group
Florida
$415K -$4.15K -29 -0.9%
SFP
166
Strategic Financial Partners
Oregon
$414K +$1K +7 +0.2%
SWP
167
Stratos Wealth Partners
Ohio
$411K -$41.8K -292 -9%
SF
168
Synovus Financial
Georgia
$410K +$5.16K +36 +1%
OSAM
169
O'Shaughnessy Asset Management
Connecticut
$405K
DWMG
170
DB Wealth Management Group
California
$397K -$55.8K -390 -11%
RWP
171
RWA Wealth Partners
Massachusetts
$396K -$23.6K -165 -5%
IA
172
IFP Advisors
Florida
$385K
IFA
173
Index Fund Advisors
California
$384K +$1.43K +10 +0.3%
GP
174
Greenline Partners
New York
$379K
IWM
175
IHT Wealth Management
Illinois
$375K -$19.2K -134 -4%