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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$421K +$313K +2,665 +304%
RWM
252
Ritholtz Wealth Management
New York
$414K +$411K +3,495 New
Fisher Asset Management
253
Fisher Asset Management
Washington
$411K +$408K +3,472 New
Bessemer Group
254
Bessemer Group
New Jersey
$399K
AT
255
Avalon Trust
New Mexico
$395K
CA
256
Continuum Advisory
Idaho
$394K
SB
257
Strategic Blueprint
Georgia
$391K +$44.2K +376 +13%
FFW
258
Fusion Family Wealth
New York
$390K
AA
259
Addison Advisors
Vermont
$388K +$385K +3,275 New
BFG
260
Berger Financial Group
Minnesota
$381K -$113K -962 -23%
CPA
261
Cardiff Park Advisors
California
$378K
RIS
262
Retirement Income Solutions
Michigan
$370K
DWAM
263
Duncan Williams Asset Management
Tennessee
$356K
CW
264
CreativeOne Wealth
Kansas
$356K -$76.8K -653 -18%
ST
265
Spinnaker Trust
Maine
$356K
Russell Investments Group
266
Russell Investments Group
United Kingdom
$352K -$96.3K -819 -22%
RFS
267
Richardson Financial Services
Massachusetts
$352K -$353 -3 -0.1%
BRWA
268
B. Riley Wealth Advisors
Florida
$348K -$311K -2,649 -48%
RLWM
269
RF&L Wealth Management
Massachusetts
$346K
CJ
270
Caitlin John
Michigan
$343K
PWMG
271
Prestige Wealth Management Group
New Jersey
$336K
Vanguard Personalized Indexing Management
272
Vanguard Personalized Indexing Management
California
$336K +$92.4K +786 +38%
AR
273
Apeiron RIA
Texas
$329K
OAS
274
Optivise Advisory Services
Tennessee
$328K +$326K +2,769 New
SPW
275
Sonoma Private Wealth
California
$321K