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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFW
226
Fusion Family Wealth
New York
$334K – – –
CAG
227
Csenge Advisory Group
Florida
$327K +$46.2K +441 +16%
CCWM
228
Cassaday & Co Wealth Management
Virginia
$323K – – –
CPA
229
Cardiff Park Advisors
California
$319K +$2.2K +21 +0.7%
SWM
230
Silverlake Wealth Management
Vermont
$311K +$55.4K +528 +21%
HH
231
Hilltop Holdings
Texas
$310K +$4.82K +46 +2%
C
232
Certuity
Florida
$307K – – –
ST
233
Spinnaker Trust
Maine
$305K – – –
SB
234
Strategic Blueprint
Georgia
$297K – – –
RLWM
235
RF&L Wealth Management
Massachusetts
$296K +$306K +2,922 New
PWMG
236
Prestige Wealth Management Group
New Jersey
$286K – – –
Corient Private Wealth
237
Corient Private Wealth
Florida
$282K -$124K -1,180 -30%
AR
238
Apeiron RIA
Texas
$281K – – –
CCA
239
Column Capital Advisors
Indiana
$280K – – –
Susquehanna International Group
240
Susquehanna International Group
Pennsylvania
$276K -$623K -5,937 -69%
Kovitz Investment Group Partners
241
Kovitz Investment Group Partners
Illinois
$274K – – –
AFG
242
AFS Financial Group
Maryland
$274K – – –
FA
243
Financial Alternatives
California
$274K – – –
ORC
244
O'Rourke & Company
Massachusetts
$272K +$2.94K +28 +1%
PP
245
PrairieView Partners
Minnesota
$262K – – –
RWA
246
Ropes Wealth Advisors
Massachusetts
$262K +$271K +2,581 New
Lido Advisors
247
Lido Advisors
California
$258K +$267K +2,544 New
HI
248
Harbour Investments
Wisconsin
$256K +$40.1K +382 +18%
MFA
249
McClarren Financial Advisors
Pennsylvania
$255K -$5.45K -52 -2%
FHA
250
Flagship Harbor Advisors
Massachusetts
$254K -$5.77K -55 -2%