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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
Silverlake Wealth Management
Vermont
$247K +$250K +2,444 New
HH
252
Hilltop Holdings
Texas
$245K +$40.9K +400 +20%
Haverford Trust Company
253
Haverford Trust Company
Pennsylvania
$244K +$247K +2,414 New
Nicholas Hoffman & Company
254
Nicholas Hoffman & Company
Georgia
$240K – – –
Venture Visionary Partners
255
Venture Visionary Partners
Ohio
$238K +$10.2K +100 +4%
UF
256
Univest Financial
Pennsylvania
$236K -$33.1K -324 -12%
Thrivent Financial for Lutherans
257
Thrivent Financial for Lutherans
Minnesota
$235K – – –
Spire Wealth Management
258
Spire Wealth Management
Virginia
$230K +$233K +2,280 New
JBA
259
Johnson Bixby & Associates
Washington
$221K -$8.48K -83 -4%
SFC
260
Strategic Financial Concepts
Texas
$220K +$222K +2,176 New
Bank of Montreal
261
Bank of Montreal
Ontario, Canada
$220K +$151K +1,482 +242%
Farmers & Merchants Investments Inc
262
Farmers & Merchants Investments Inc
Nebraska
$219K – – –
Harbour Investments
263
Harbour Investments
Wisconsin
$217K – – –
Bank of New York Mellon
264
Bank of New York Mellon
New York
$211K +$2.15K +21 +1%
NEPWA
265
New England Private Wealth Advisors
Massachusetts
$209K +$1.33K +13 +0.6%
Steward Partners Investment Advisory
266
Steward Partners Investment Advisory
New York
$207K -$18.6K -182 -8%
Renaissance Technologies
267
Renaissance Technologies
New York
$202K -$194K -1,900 -49%
EP Wealth Advisors
268
EP Wealth Advisors
California
$201K -$1.84M -17,971 -89%
Parallel Advisors
269
Parallel Advisors
California
$196K +$45.5K +445 +30%
CM
270
Cornerstone Management
Georgia
$183K -$3.48K -34 -2%
Citigroup
271
Citigroup
New York
$145K – – –
CIAS
272
Capital Investment Advisory Services
North Carolina
$145K – – –
Benjamin F. Edwards & Company
273
Benjamin F. Edwards & Company
Missouri
$144K +$47.6K +466 +49%
UMB Bank
274
UMB Bank
Missouri
$127K – – –
HGERS
275
Householder Group Estate & Retirement Specialist
Arizona
$116K +$117K +1,149 New