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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
226
Bessemer Group
New Jersey
$340K – – –
Stratos Wealth Partners
227
Stratos Wealth Partners
Ohio
$336K -$521K -5,098 -61%
GSIAS
228
Garden State Investment Advisory Services
New Jersey
$333K +$613 +6 +0.2%
SAM
229
Secure Asset Management
Michigan
$333K +$1.64K +16 +0.5%
FFW
230
Fusion Family Wealth
New York
$332K – – –
CPA
231
Cardiff Park Advisors
California
$314K +$1.94K +19 +0.6%
SB
232
Strategic Blueprint
Georgia
$309K -$8.69K -85 -3%
C
233
Certuity
Florida
$309K +$313K +3,062 New
APS
234
American Planning Services
Florida
$304K +$308K +3,011 New
ST
235
Spinnaker Trust
Maine
$303K – – –
FHA
236
Flagship Harbor Advisors
Massachusetts
$295K +$92.7K +907 +45%
PWMG
237
Prestige Wealth Management Group
New Jersey
$285K – – –
NewEdge Advisors
238
NewEdge Advisors
Louisiana
$282K -$13.3K -130 -4%
AR
239
Apeiron RIA
Texas
$280K – – –
CCA
240
Column Capital Advisors
Indiana
$279K – – –
AFG
241
AFS Financial Group
Maryland
$273K – – –
Kovitz Investment Group Partners
242
Kovitz Investment Group Partners
Illinois
$273K +$276K +2,705 New
FA
243
Financial Alternatives
California
$273K – – –
PP
244
PrairieView Partners
Minnesota
$261K – – –
TNB
245
Thomasville National Bank
Georgia
$258K – – –
ORC
246
O'Rourke & Company
Massachusetts
$258K +$60.4K +591 +30%
MFA
247
McClarren Financial Advisors
Pennsylvania
$255K -$205K -2,008 -44%
TP
248
Tranquility Partners
Tennessee
$253K – – –
Independent Financial Group
249
Independent Financial Group
California
$249K +$252K +2,464 New
WA
250
WBH Advisory
Maryland
$248K +$251K +2,453 New