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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
201
Financial Synergies Wealth Advisors
Texas
$347K -$29.2K -179 -8%
CFA
202
Carroll Financial Associates
North Carolina
$345K +$42.4K +260 +15%
BBHC
203
Brown Brothers Harriman & Co
New York
$340K
AF
204
Advisornet Financial
Minnesota
$333K
ARC
205
Advisor Resource Council
Texas
$332K +$322K +1,976 New
5L
206
55I LLC
Massachusetts
$331K -$3.75K -23 -1%
PPW
207
Pinnacle Private Wealth
Massachusetts
$326K +$316K +1,938 New
AAS
208
Ameritas Advisory Services
Nebraska
$324K +$315K +1,929 New
HNB
209
Huntington National Bank
Ohio
$319K
William Blair & Company
210
William Blair & Company
Illinois
$319K +$309K +1,897 New
OC
211
Oakworth Capital
Alabama
$318K
Prudential Financial
212
Prudential Financial
New Jersey
$317K +$19.2K +118 +7%
PSF
213
Pacific Sun Financial
California
$312K +$18.9K +116 +7%
CIA
214
Compass Ion Advisors
Pennsylvania
$295K +$33.9K +208 +13%
SAM
215
Smithbridge Asset Management
Pennsylvania
$291K -$24.5K -150 -8%
PA
216
Procyon Advisors
Connecticut
$290K
VBWMG
217
Von Berge Wealth Management Group
California
$289K +$296K +1,815 New
AC
218
Avant Capital
Louisiana
$280K +$272K +1,667 New
Koshinski Asset Management
219
Koshinski Asset Management
Illinois
$276K
MAM
220
Meeder Asset Management
Ohio
$273K
SWA
221
SFMG Wealth Advisors
Texas
$272K
MSAM
222
Moloney Securities Asset Management
Missouri
$269K -$14.7K -90 -5%
WFA
223
Wells Financial Advisors
Massachusetts
$269K -$8.15K -50 -3%
CBN
224
Cadence Bank NA
Texas
$269K
WSTAM
225
Wilbanks Smith & Thomas Asset Management
Virginia
$249K