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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
176
IHT Wealth Management
Illinois
$989K -$5.17K -29 -0.5%
TA
177
TrueWealth Advisors
Alabama
$983K -$92.2K -517 -9%
VNA
178
Valley National Advisers
Pennsylvania
$934K
ANTB
179
AMG National Trust Bank
Colorado
$926K
RF
180
RHS Financial
California
$914K +$474K +2,660 +119%
Vanguard Group
181
Vanguard Group
Pennsylvania
$911K +$17.7K +99 +2%
VWM
182
Venturi Wealth Management
Texas
$911K
LNC
183
Lincoln National Corp
Pennsylvania
$882K +$842K +4,718 New
MWM
184
Merriman Wealth Management
Washington
$855K
GC
185
Gibson Capital
Pennsylvania
$852K
WIA
186
World Investment Advisors
California
$825K -$55.5K -311 -7%
GC
187
Guidance Capital
Kentucky
$822K +$369K +2,067 +84%
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$816K +$231K +1,293 +42%
EA
189
Eudaimonia Advisors
Tennessee
$798K -$115K -642 -13%
Pathstone Holdings
190
Pathstone Holdings
New Jersey
$785K
BFA
191
Beaumont Financial Advisors
Massachusetts
$777K +$178 +1 +0%
VF
192
Virtu Financial
New York
$773K +$738K +4,139 New
NS
193
NBC Securities
Alabama
$769K
BSW
194
Buckingham Strategic Wealth
Missouri
$757K -$17.8K -100 -2%
Focus Partners Wealth
195
Focus Partners Wealth
Massachusetts
$756K +$722K +4,047 New
ASFA
196
All Season Financial Advisors
Colorado
$738K -$38K -213 -5%
SBIA
197
Sheaff Brock Investment Advisors
Indiana
$738K
SWM
198
Spire Wealth Management
Virginia
$718K
WFA
199
West Financial Advisors
Iowa
$715K
JJBC
200
James J. Burns & Company
New York
$711K -$3.74M -20,958 -85%