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Vanguard Morningstar Mega Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$109M +$13M +137,714 +14%
CC
2
Cassaday & Co
Virginia
$73.6M +$70.8M +752,582 +76,482%
WCWM
3
Wooster Corthell Wealth Management
Connecticut
$45.2M +$967K +10,281 +2%
CB
4
Cadence Bank
Mississippi
$40.4M +$677K +7,200 +2%
Wells Fargo
5
Wells Fargo
California
$35.4M -$1.99M -21,208 -6%
Morgan Stanley
6
Morgan Stanley
New York
$35M -$1.2M -12,730 -3%
UBS Group
7
UBS Group
Switzerland
$32.1M -$3.88M -41,303 -11%
VFP
8
Verus Financial Partners
Virginia
$32M -$853K -9,067 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$29.3M -$993K -10,558 -3%
AA
10
Ancora Advisors
Ohio
$28.9M +$9.41K +100 +0%
LPL Financial
11
LPL Financial
California
$24.2M +$98.5K +1,047 +0.4%
CFGS
12
Concourse Financial Group Securities
Alabama
$23.8M +$1.14M +12,164 +5%
LIM
13
Leavell Investment Management
Alabama
$22.2M -$14.2K -151 -0.1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$13.4M +$366K +3,893 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$12.9M -$50.9K -541 -0.4%
NLI
16
Nippon Life Insurance
Japan
$11.3M
Deutsche Bank
17
Deutsche Bank
Germany
$9.77M
Truist Financial
18
Truist Financial
North Carolina
$9.66M +$4.81M +51,155 +107%
RJA
19
Raymond James & Associates
Florida
$8.17M -$135K -1,435 -2%
CA
20
Capital Advantage
California
$8.11M +$998K +10,608 +15%
Ameriprise
21
Ameriprise
Minnesota
$7.92M +$1.18M +12,541 +18%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$7.26M +$1.91M +20,309 +38%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$6.61M +$767K +8,152 +14%
AIS
24
American Investment Services
Massachusetts
$6.52M +$30.9K +328 +0.5%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$5.63M +$94.3K +1,003 +2%