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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
251
Bessemer Group
New Jersey
$403K
AT
252
Avalon Trust
New Mexico
$398K
FFW
253
Fusion Family Wealth
New York
$393K
CA
254
Continuum Advisory
Idaho
$392K -$1.6M -14,153 -81%
CCWM
255
Cassaday & Co Wealth Management
Virginia
$390K +$9.06K +80 +3%
CPA
256
Cardiff Park Advisors
California
$381K +$2.04K +18 +0.6%
RIS
257
Retirement Income Solutions
Michigan
$373K
PIA
258
Pinion Investment Advisors
Kansas
$367K -$74.3K -656 -18%
C
259
Certuity
Florida
$367K
DWAM
260
Duncan Williams Asset Management
Tennessee
$359K +$341K +3,006 New
ST
261
Spinnaker Trust
Maine
$359K
RFS
262
Richardson Financial Services
Massachusetts
$355K +$34.7K +306 +11%
SB
263
Strategic Blueprint
Georgia
$350K
RLWM
264
RF&L Wealth Management
Massachusetts
$349K
ACA
265
Aptus Capital Advisors
Alabama
$348K +$156K +1,375 +90%
CJ
266
Caitlin John
Michigan
$346K -$10.8K -95 -3%
CWP
267
Cyndeo Wealth Partners
Florida
$341K +$323K +2,852 New
PWMG
268
Prestige Wealth Management Group
New Jersey
$337K
BCI
269
Brinker Capital Investments
Pennsylvania
$332K -$406K -3,581 -56%
OPS
270
Orion Portfolio Solutions
Nebraska
$332K -$406K -3,581 -56%
AR
271
Apeiron RIA
Texas
$332K
SPW
272
Sonoma Private Wealth
California
$323K -$155K -1,368 -34%
FA
273
Financial Alternatives
California
$323K
FFA
274
Florida Financial Advisors
Florida
$316K +$299K +2,644 New
PP
275
PrairieView Partners
Minnesota
$310K