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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNA
226
First National Advisers
Nebraska
$576K +$362K +3,080 +173%
CA
227
Calton & Associates
Florida
$572K -$48.2K -410 -8%
LC
228
Landaas & Company
Wisconsin
$561K
WA
229
Waverly Advisors
Alabama
$553K +$293K +2,492 +114%
VVP
230
Venture Visionary Partners
Ohio
$540K
GC
231
Gratus Capital
Georgia
$539K
ICP
232
Interchange Capital Partners
Pennsylvania
$526K +$23.9K +203 +5%
HTC
233
Haverford Trust Company
Pennsylvania
$519K
BCI
234
Brinker Capital Investments
Pennsylvania
$516K +$185K +1,574 +57%
OPS
235
Orion Portfolio Solutions
Nebraska
$516K +$185K +1,574 +57%
FFA
236
Florida Financial Advisors
Florida
$500K +$185K +1,574 +60%
CSWM
237
Cassady Schiller Wealth Management
Ohio
$497K
OC
238
OxenFree Capital
Florida
$494K -$61K -519 -11%
GTAM
239
Global Trust Asset Management
Florida
$490K +$18.8K +160 +4%
TCWA
240
Turtle Creek Wealth Advisors
Texas
$483K
BB
241
Bell Bank
North Dakota
$472K
Bank of New York Mellon
242
Bank of New York Mellon
New York
$470K +$221K +1,878 +90%
SWP
243
Summit Wealth Partners
Florida
$469K
WWM
244
Western Wealth Management
Colorado
$463K -$13.8K -117 -3%
PIA
245
Pinion Investment Advisors
Kansas
$459K +$94.3K +802 +26%
MWA
246
Martel Wealth Advisors
Washington
$457K
MSFS
247
Main Street Financial Solutions
Pennsylvania
$445K -$1.53K -13 -0.3%
CCB
248
Country Club Bank
Missouri
$439K
BCM
249
Brookstone Capital Management
Illinois
$437K -$35.4K -301 -8%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$422K +$121K +1,031 +41%