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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
226
TrustCore Financial Services
Tennessee
$249K +$237K +2,233 +2,481%
Cerity Partners
227
Cerity Partners
New York
$248K +$245K +2,308 New
VWA
228
Visionary Wealth Advisors
Illinois
$247K -$26.3K -248 -10%
SWM
229
Spire Wealth Management
Virginia
$245K -$22.7K -214 -9%
JBA
230
Johnson Bixby & Associates
Washington
$231K +$12K +113 +6%
PMG
231
ProVise Management Group
Florida
$231K +$229K +2,155 New
WA
232
WBH Advisory
Maryland
$229K +$1.06K +10 +0.5%
JF
233
JSF Financial
California
$227K +$225K +2,119 New
Bank of New York Mellon
234
Bank of New York Mellon
New York
$222K -$98.7K -930 -31%
NEPWA
235
New England Private Wealth Advisors
Massachusetts
$218K +$7.43K +70 +4%
AGA
236
Arkos Global Advisors
Texas
$217K +$214K +2,020 New
Thrivent Financial for Lutherans
237
Thrivent Financial for Lutherans
Minnesota
$215K -$112K -1,058 -35%
CM
238
Cornerstone Management
Georgia
$206K
JSC
239
Jackson Square Capital
California
$200K +$198K +1,866 New
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$190K
PA
241
Parallel Advisors
California
$163K
Citigroup
242
Citigroup
New York
$155K -$10.6K -100 -6%
CIAS
243
Capital Investment Advisory Services
North Carolina
$153K -$5.3K -50 -3%
MA
244
MUFG Americas
New York
$134K +$132K +1,246 New
GRP
245
Global Retirement Partners
California
$120K +$125K +1,174 New
DI
246
Disciplined Investments
Oklahoma
$116K -$9.55K -90 -8%
AWM
247
Aspire Wealth Management
Massachusetts
$111K
KFI
248
Key Financial Inc
Pennsylvania
$106K +$105K +987 New
HWM
249
Holloway Wealth Management
Florida
$105K
BFEC
250
Benjamin F. Edwards & Company
Missouri
$102K