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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
226
Keystone Financial Group (Kentucky)
Kentucky
$712K +$685K +5,551 New
CP
227
Creekside Partners
California
$711K -$370K -3,000 -35%
GFG
228
Goldstone Financial Group
Illinois
$706K -$48.3K -391 -7%
RMAM
229
Raab & Moskowitz Asset Management
New Jersey
$702K +$46.3K +375 +7%
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$702K +$238K +1,926 +54%
IA
231
IFP Advisors
Florida
$700K -$150K -1,211 -18%
MCM
232
MidAtlantic Capital Management
Virginia
$685K
SF
233
Synovus Financial
Georgia
$676K +$651K +5,270 New
GIA
234
Gladstone Institutional Advisory
Florida
$674K -$12K -97 -2%
MAM
235
Mainsail Asset Management
Alabama
$673K -$43.7K -354 -6%
JIC
236
Johnson Investment Counsel
Ohio
$671K +$617 +5 +0.1%
MWM
237
Meridian Wealth Management
Kentucky
$668K +$643K +5,206 New
CGFA
238
Colton Groome Financial Advisors
North Carolina
$665K -$9.26K -75 -1%
LCM
239
Lazari Capital Management
California
$663K
RCAG
240
Rehmann Capital Advisory Group
Michigan
$660K -$52.6K -426 -8%
ORC
241
O'Rourke & Company
Massachusetts
$656K +$20.5K +166 +3%
WBG
242
Wharton Business Group
Pennsylvania
$648K
GTAM
243
Global Trust Asset Management
Florida
$643K +$109K +880 +21%
WA
244
Waverly Advisors
Alabama
$631K +$30.7K +249 +5%
VVP
245
Venture Visionary Partners
Ohio
$627K +$40.1K +325 +7%
AWA
246
Arkadios Wealth Advisors
Georgia
$625K +$247 +2 +0%
FNA
247
First National Advisers
Nebraska
$623K
AA
248
Addison Advisors
Vermont
$613K +$185K +1,500 +46%
LC
249
Landaas & Company
Wisconsin
$608K
CPA
250
Cardiff Park Advisors
California
$595K +$180K +1,454 +46%