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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
$342K
FFW
227
Fusion Family Wealth
New York
$334K
CAG
228
Csenge Advisory Group
Florida
$327K +$46.2K +441 +16%
CCWM
229
Cassaday & Co Wealth Management
Virginia
$323K
CPA
230
Cardiff Park Advisors
California
$319K +$2.2K +21 +0.7%
SWM
231
Silverlake Wealth Management
Vermont
$311K +$55.4K +528 +21%
HH
232
Hilltop Holdings
Texas
$310K +$4.82K +46 +2%
C
233
Certuity
Florida
$307K
ST
234
Spinnaker Trust
Maine
$305K
SB
235
Strategic Blueprint
Georgia
$297K
RLWM
236
RF&L Wealth Management
Massachusetts
$296K +$306K +2,922 New
PWMG
237
Prestige Wealth Management Group
New Jersey
$286K
Corient Private Wealth
238
Corient Private Wealth
Florida
$282K -$124K -1,180 -30%
AR
239
Apeiron RIA
Texas
$281K
CCA
240
Column Capital Advisors
Indiana
$280K
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
$276K -$623K -5,937 -69%
Kovitz Investment Group Partners
242
Kovitz Investment Group Partners
Illinois
$274K
AFG
243
AFS Financial Group
Maryland
$274K
FA
244
Financial Alternatives
California
$274K
ORC
245
O'Rourke & Company
Massachusetts
$272K +$2.94K +28 +1%
PP
246
PrairieView Partners
Minnesota
$262K
RWA
247
Ropes Wealth Advisors
Massachusetts
$262K +$271K +2,581 New
Lido Advisors
248
Lido Advisors
California
$258K +$267K +2,544 New
HI
249
Harbour Investments
Wisconsin
$256K +$40.1K +382 +18%
MFA
250
McClarren Financial Advisors
Pennsylvania
$255K -$5.45K -52 -2%