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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
201
Venturi Wealth Management
Texas
$1.1M
IWC
202
Integrated Wealth Concepts
Massachusetts
$1.08M +$385K +1,860 +63%
HAP
203
Harbor Asset Planning
Massachusetts
$1.08M +$990K +4,783 New
MCM
204
MidAtlantic Capital Management
Virginia
$1.06M
PCM
205
Parsons Capital Management
Rhode Island
$1.03M -$4.76K -23 -0.5%
GC
206
Gibson Capital
Pennsylvania
$1.03M
ANTB
207
AMG National Trust Bank
Colorado
$1.01M
TA
208
TrueWealth Advisors
Alabama
$1.01M +$10.1K +49 +1%
DADC
209
D.A. Davidson & Co
Montana
$1M +$12.4K +60 +1%
WFAG
210
Wescott Financial Advisory Group
Pennsylvania
$996K
SEM
211
Strategic Equity Management
Arizona
$990K -$89.6K -433 -9%
RFM
212
Royal Fund Management
Florida
$984K +$104K +501 +13%
AC
213
Avestar Capital
New York
$976K -$20.9K -101 -2%
ACM
214
AlphaStar Capital Management
North Carolina
$968K +$890K +4,302 New
Pathstone Holdings
215
Pathstone Holdings
New Jersey
$945K
CCA
216
Checchi Capital Advisers
California
$933K -$20.5K -99 -2%
AQR Capital Management
217
AQR Capital Management
Connecticut
$922K +$8.28K +40 +1%
BFA
218
Beaumont Financial Advisors
Massachusetts
$912K -$62.1K -300 -7%
Marshall Wace
219
Marshall Wace
United Kingdom
$905K +$833K +4,025 New
BF
220
Brooklyn FI
New York
$886K -$3.49M -16,853 -81%
SAM
221
Smartleaf Asset Management
Massachusetts
$846K +$366K +1,767 +88%
WFA
222
West Financial Advisors
Iowa
$839K
PTC
223
Private Trust Company
Ohio
$831K
PFG
224
Prospect Financial Group
Virginia
$816K -$14.9K -72 -2%
FTS
225
Fifth Third Securities
Ohio
$814K -$19.7K -95 -3%