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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
$199M +$33.9M +327,652 +22%
GEM
2
Global Endowment Management
North Carolina
$154M +$11.9M +115,200 +9%
Morgan Stanley
3
Morgan Stanley
New York
$110M +$58.9M +569,200 +132%
WCWM
4
Wooster Corthell Wealth Management
Connecticut
$55.1M -$86.9K -840 -0.2%
CB
5
Cadence Bank
Mississippi
$46.4M +$124K +1,199 +0.3%
AA
6
Ancora Advisors
Ohio
$44M +$5.26M +50,821 +14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$40.6M -$1.56M -15,061 -4%
UBS Group
8
UBS Group
Switzerland
$38M +$6.79M +65,602 +23%
Wells Fargo
9
Wells Fargo
California
$35.8M +$6.1M +59,005 +22%
CFGS
10
Concourse Financial Group Securities
Alabama
$33.1M -$647K -6,255 -2%
VFP
11
Verus Financial Partners
Virginia
$31.7M -$106K -1,026 -0.4%
LPL Financial
12
LPL Financial
California
$29.4M +$1.43M +13,840 +5%
LIM
13
Leavell Investment Management
Alabama
$27.7M +$381K +3,678 +1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$25M +$23.7M +228,758 New
Truist Financial
15
Truist Financial
North Carolina
$25M -$24.7M -238,429 -51%
KP
16
Keel Point
Alabama
$23.1M +$20.3M +196,364 +1,373%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$16.4M -$363K -3,505 -2%
Osaic Holdings
18
Osaic Holdings
Arizona
$15.5M -$11.1M -107,144 -43%
HWA
19
Heartwood Wealth Advisors
Virginia
$14.5M +$7.14M +68,972 +54%
Ameriprise
20
Ameriprise
Minnesota
$13.7M +$1.31M +12,701 +11%
BDF
21
Black Diamond Financial
Maryland
$13.2M +$1.74M +16,791 +16%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$12.4M +$1.38M +13,338 +13%
Creative Planning
23
Creative Planning
Kansas
$12.2M +$108K +1,040 +0.9%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$10.1M +$1.63M +15,758 +20%
CA
25
Capital Advantage
California
$9.26M -$249K -2,410 -3%