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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Aspire Wealth Management
Massachusetts
$110K +$107K +1,033 New
HWM
227
Holloway Wealth Management
Florida
$104K
BFEC
228
Benjamin F. Edwards & Company
Missouri
$102K +$98.8K +955 New
MCM
229
MV Capital Management
Maryland
$99K
RWM
230
Raffa Wealth Management
District of Columbia
$97K +$310 +3 +0.3%
CA
231
Clearstead Advisors
Ohio
$68K +$66K +638 New
CWS
232
Confluence Wealth Services
Pennsylvania
$64K +$62.2K +601 New
APC
233
Aspire Private Capital
North Carolina
$63K
BA
234
Bellwether Advisors
Nebraska
$63K +$2.59K +25 +4%
COCM
235
Charter Oak Capital Management
New Hampshire
$54K +$52K +503 New
GWM
236
Geneos Wealth Management
Colorado
$52K +$25.9K +250 +105%
AWM
237
Accel Wealth Management
Iowa
$50K -$4.24K -41 -8%
Qube Research & Technologies (QRT)
238
Qube Research & Technologies (QRT)
United Kingdom
$48K -$9.83K -95 -17%
CFA
239
Carroll Financial Associates
North Carolina
$47K
FA
240
Financial Avengers
California
$43K
FPFS
241
First Personal Financial Services
North Carolina
$43K
LPP
242
Life Planning Partners
Florida
$40K +$38.9K +376 New
AFS
243
Annapolis Financial Services
Maryland
$39K +$37.6K +364 New
MFA
244
McClarren Financial Advisors
Pennsylvania
$38K +$310 +3 +0.9%
BAM
245
Baldrige Asset Management
Pennsylvania
$37K
IA
246
IFP Advisors
Florida
$36K
S
247
SignatureFD
Georgia
$36K
Franklin Resources
248
Franklin Resources
California
$29K -$1.08M -10,463 -97%
TWC
249
TD Waterhouse Canada
Ontario, Canada
$27.2K +$20.4K +197 New
DSC
250
Duncker Streett & Co
Missouri
$27K