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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CoreCap Advisors
226
CoreCap Advisors
Michigan
$468K -$38.1K -369 -8%
Sigma Planning Corp
227
Sigma Planning Corp
Michigan
$460K -$287K -2,775 -40%
Vanguard Group
228
Vanguard Group
Pennsylvania
$457K +$432K +4,182 New
RWM
229
Revisor Wealth Management
Ohio
$456K -$500K -4,840 -54%
SPW
230
Sonoma Private Wealth
California
$446K -$1.03M -9,958 -71%
TCWA
231
Turtle Creek Wealth Advisors
Texas
$446K +$421K +4,074 New
BB
232
Bell Bank
North Dakota
$445K – – –
CB
233
Cadence Bank
Mississippi
$444K – – –
Western Wealth Management
234
Western Wealth Management
Colorado
$440K -$83K -803 -17%
CSWM
235
Cassady Schiller Wealth Management
Ohio
$437K +$413K +4,000 New
TFM
236
Trademark Financial Management
Minnesota
$436K +$412K +3,990 New
FA
237
Flagstar Advisors
New York
$433K +$409K +3,957 New
SWP
238
Summit Wealth Partners
Florida
$432K – – –
CSPAM
239
Cary Street Partners Asset Management
Virginia
$423K -$153K -1,482 -28%
CGFA
240
Colton Groome Financial Advisors
North Carolina
$422K +$399K +3,862 New
MWA
241
Martel Wealth Advisors
Washington
$419K +$2.79K +27 +0.7%
MSFS
242
Main Street Financial Solutions
Pennsylvania
$412K +$2.58K +25 +0.7%
PIA
243
Pinion Investment Advisors
Kansas
$408K -$10.3K -100 -3%
Wedbush Securities
244
Wedbush Securities
California
$393K – – –
SAM
245
Secure Asset Management
Michigan
$391K +$2.27K +22 +0.6%
Bessemer Group
246
Bessemer Group
New Jersey
$369K – – –
AT
247
Avalon Trust
New Mexico
$365K +$345K +3,334 New
FFW
248
Fusion Family Wealth
New York
$360K – – –
AMG National Trust Bank
249
AMG National Trust Bank
Colorado
$357K -$23.8K -230 -7%
CreativeOne Wealth
250
CreativeOne Wealth
Kansas
$356K -$21.8K -211 -6%