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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSF
176
Pacific Sun Financial
California
$375K +$79K +552 +24%
AWA
177
Arete Wealth Advisors
Illinois
$367K -$674K -4,710 -74%
FSWA
178
Financial Synergies Wealth Advisors
Texas
$354K +$88.8K +620 +30%
RWA
179
River Wealth Advisors
Pennsylvania
$353K +$115K +800 +43%
GW
180
GW & Wade
Massachusetts
$350K +$380K +2,653 New
FPGK
181
Financial Partners Group (Kansas)
Kansas
$346K -$33.4K -233 -8%
FCA
182
FLC Capital Advisors
California
$346K
ASN
183
Advisory Services Network
Georgia
$343K +$116K +812 +45%
PFA
184
Pathway Financial Advisors
Vermont
$337K
NAMP
185
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$333K
William Blair & Company
186
William Blair & Company
Illinois
$332K -$38.7K -270 -10%
CP
187
Capital Planning
Washington
$330K -$228K -1,589 -39%
MWA
188
Meridian Wealth Advisors
Texas
$328K
SMC
189
Smith, Moore & Co
Missouri
$325K
BRWM
190
B. Riley Wealth Management
Tennessee
$322K -$328K -2,289 -48%
OPS
191
Orion Portfolio Solutions
Nebraska
$315K -$234K -1,632 -41%
AAS
192
Ameritas Advisory Services
Nebraska
$315K -$133K -928 -28%
Wealthfront Advisers
193
Wealthfront Advisers
California
$304K +$109K +761 +49%
MA
194
MAS Advisors
Florida
$300K +$326K +2,277 New
MCM
195
MAI Capital Management
Ohio
$299K +$859 +6 +0.3%
ACI
196
Alpha Cubed Investments
California
$297K
FPF
197
First Pacific Financial
Washington
$297K +$1.15K +8 +0.4%
M&T Bank
198
M&T Bank
New York
$297K +$333K +2,327 +103%
JIC
199
Joel Isaacson & Co
New York
$296K +$1.15K +8 +0.4%
WWM
200
Western Wealth Management
Colorado
$294K +$143 +1 +0%