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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
201
Pathway Financial Advisors
Vermont
$338K
PSF
202
Pacific Sun Financial
California
$336K -$32.1K -240 -9%
NAMP
203
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$334K
FA
204
Fiduciary Alliance
South Carolina
$334K +$337K +2,525 New
CP
205
Capital Planning
Washington
$332K
MWA
206
Meridian Wealth Advisors
Texas
$329K
SMC
207
Smith, Moore & Co
Missouri
$326K
Koshinski Asset Management
208
Koshinski Asset Management
Illinois
$321K -$5.88K -44 -2%
ASN
209
Advisory Services Network
Georgia
$318K -$3.87K -29 -1%
SIAS
210
Summit Investment Advisory Services
Minnesota
$317K +$320K +2,394 New
Mariner
211
Mariner
Kansas
$310K -$11.5K -86 -4%
M&T Bank
212
M&T Bank
New York
$303K -$306K -2,291 -50%
William Blair & Company
213
William Blair & Company
Illinois
$302K -$18.7K -140 -6%
MCM
214
MAI Capital Management
Ohio
$302K +$1.6K +12 +0.5%
FPF
215
First Pacific Financial
Washington
$301K +$2.81K +21 +0.9%
JIC
216
Joel Isaacson & Co
New York
$300K +$2.4K +18 +0.8%
FRA
217
Front Row Advisors
California
$293K
SIM
218
Stratos Investment Management
Ohio
$287K
MMPW
219
Mitchell McLeod Pugh & Williams
Alabama
$284K +$287K +2,146 New
AF
220
Advisornet Financial
Minnesota
$282K -$796K -5,957 -74%
Fisher Asset Management
221
Fisher Asset Management
Washington
$277K -$9.35K -70 -3%
IFG
222
Independent Financial Group
California
$276K
ACI
223
Alpha Cubed Investments
California
$270K -$28.5K -213 -9%
BBHC
224
Brown Brothers Harriman & Co
New York
$268K
EFS
225
Essex Financial Services
Connecticut
$262K +$134 +1 +0.1%