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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Silverlake Wealth Management
Vermont
$570K +$29.5K +260 +6%
KFGK
227
Keystone Financial Group (Kentucky)
Kentucky
$568K
LC
228
Landaas & Company
Wisconsin
$566K
BRWA
229
B. Riley Wealth Advisors
Florida
$564K -$49K -433 -7%
OC
230
OxenFree Capital
Florida
$560K -$8.95K -79 -2%
VVP
231
Venture Visionary Partners
Ohio
$545K +$9.74K +86 +2%
GC
232
Gratus Capital
Georgia
$544K
HTC
233
Haverford Trust Company
Pennsylvania
$523K
IA
234
IFP Advisors
Florida
$509K -$241K -2,131 -33%
ICP
235
Interchange Capital Partners
Pennsylvania
$507K -$112K -991 -19%
CSWM
236
Cassady Schiller Wealth Management
Ohio
$501K +$22.1K +195 +5%
BFG
237
Berger Financial Group
Minnesota
$499K -$116K -1,023 -20%
TCWA
238
Turtle Creek Wealth Advisors
Texas
$487K
WWM
239
Western Wealth Management
Colorado
$481K +$113 +1 +0%
BB
240
Bell Bank
North Dakota
$476K -$9.86K -87 -2%
GTAM
241
Global Trust Asset Management
Florida
$475K +$450K +3,975 New
SWP
242
Summit Wealth Partners
Florida
$473K
MWA
243
Martel Wealth Advisors
Washington
$461K +$2.6K +23 +0.6%
BCM
244
Brookstone Capital Management
Illinois
$459K +$435K +3,839 New
Russell Investments Group
245
Russell Investments Group
United Kingdom
$453K +$429K +3,788 New
MSFS
246
Main Street Financial Solutions
Pennsylvania
$450K
ORC
247
O'Rourke & Company
Massachusetts
$449K +$97.6K +862 +30%
CCB
248
Country Club Bank
Missouri
$444K -$68.8K -607 -14%
CW
249
CreativeOne Wealth
Kansas
$438K +$45.6K +403 +12%
P
250
&Partners
Tennessee
$428K +$406K +3,584 New