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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
226
Disciplined Investments
Oklahoma
$126K – – –
AWM
227
Aspire Wealth Management
Massachusetts
$110K +$107K +1,033 New
HWM
228
Holloway Wealth Management
Florida
$104K – – –
BFEC
229
Benjamin F. Edwards & Company
Missouri
$102K +$98.8K +955 New
MCM
230
MV Capital Management
Maryland
$99K – – –
RWM
231
Raffa Wealth Management
District of Columbia
$97K +$310 +3 +0.3%
CA
232
Clearstead Advisors
Ohio
$68K +$66K +638 New
CWS
233
Confluence Wealth Services
Pennsylvania
$64K +$62.2K +601 New
APC
234
Aspire Private Capital
North Carolina
$63K – – –
BA
235
Bellwether Advisors
Nebraska
$63K +$2.59K +25 +4%
COCM
236
Charter Oak Capital Management
New Hampshire
$54K +$52K +503 New
GWM
237
Geneos Wealth Management
Colorado
$52K +$25.9K +250 +105%
AWM
238
Accel Wealth Management
Iowa
$50K -$4.24K -41 -8%
Qube Research & Technologies (QRT)
239
Qube Research & Technologies (QRT)
United Kingdom
$48K -$9.83K -95 -17%
CFA
240
Carroll Financial Associates
North Carolina
$47K – – –
FA
241
Financial Avengers
California
$43K – – –
FPFS
242
First Personal Financial Services
North Carolina
$43K – – –
LPP
243
Life Planning Partners
Florida
$40K +$38.9K +376 New
AFS
244
Annapolis Financial Services
Maryland
$39K +$37.6K +364 New
MFA
245
McClarren Financial Advisors
Pennsylvania
$38K +$310 +3 +0.9%
BAM
246
Baldrige Asset Management
Pennsylvania
$37K – – –
IA
247
IFP Advisors
Florida
$36K – – –
S
248
SignatureFD
Georgia
$36K – – –
Franklin Resources
249
Franklin Resources
California
$29K -$1.08M -10,463 -97%
TWC
250
TD Waterhouse Canada
Ontario, Canada
$27.2K +$20.4K +197 New