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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
201
Sheaff Brock Investment Advisors
Indiana
$816K
SWM
202
Spire Wealth Management
Virginia
$808K -$753K -3,776 -49%
FTS
203
Fifth Third Securities
Ohio
$803K -$34.1K -171 -4%
WFA
204
West Financial Advisors
Iowa
$785K -$5.39K -27 -0.7%
PCM
205
Parsons Capital Management
Rhode Island
$780K +$27.9K +140 +4%
SWM
206
Sugarloaf Wealth Management
Georgia
$767K +$3.99K +20 +0.5%
SPW
207
Sonoma Private Wealth
California
$752K
KC
208
Knuff & Co
California
$743K -$30.3K -152 -4%
AQR Capital Management
209
AQR Capital Management
Connecticut
$743K +$165K +827 +30%
WFS
210
WealthGarden F.S.
California
$733K +$4.39K +22 +0.6%
ATI
211
ARK & TLK Investments
Oklahoma
$728K
KWA
212
Kingswood Wealth Advisors
California
$724K +$699K +3,503 New
DAS
213
Dynamic Advisor Solutions
Arizona
$707K -$1.18M -5,933 -63%
CFG
214
CMC Financial Group
Georgia
$699K
SSB
215
Sandy Spring Bank
Maryland
$690K
DADC
216
D.A. Davidson & Co
Montana
$690K +$3.39K +17 +0.5%
ASFA
217
All Season Financial Advisors
Colorado
$684K -$53.9K -270 -8%
SSWM
218
Sheets Smith Wealth Management
North Carolina
$682K
SCM
219
SOL Capital Management
Maryland
$666K
IWC
220
Integrated Wealth Concepts
Massachusetts
$665K +$71.8K +360 +13%
OIA
221
OneDigital Investment Advisors
Kansas
$640K +$24.1K +121 +4%
PFPT
222
Pinnacle Financial Partners (Tennessee)
Tennessee
$640K +$94.8K +475 +18%
EFG
223
Embree Financial Group
Illinois
$633K
MFWP
224
Mosaic Family Wealth Partners
Missouri
$605K
CIA
225
Concurrent Investment Advisors
Florida
$597K +$577K +2,890 New