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Vanguard Morningstar Mega Cap Value ETF
MGV

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
251
Independent Advisor Alliance
North Carolina
$629K +$650K +5,035 New
GTAM
252
Global Trust Asset Management
Florida
$621K -$5.16K -40 -0.8%
VVP
253
Venture Visionary Partners
Ohio
$610K – – –
AWA
254
Arkadios Wealth Advisors
Georgia
$608K -$258 -2 -0%
FNA
255
First National Advisers
Nebraska
$607K – – –
CFG
256
Cornerstone Financial Group
Nebraska
$598K +$618K +4,790 New
LC
257
Landaas & Company
Wisconsin
$592K – – –
CPA
258
Cardiff Park Advisors
California
$581K +$1.55K +12 +0.3%
CGFA
259
Colton Groome Financial Advisors
North Carolina
$570K -$80.3K -622 -12%
ICP
260
Interchange Capital Partners
Pennsylvania
$552K -$4.39K -34 -0.8%
CWM
261
Congress Wealth Management
Massachusetts
$534K +$551K +4,271 New
CA
262
Crewe Advisors
Utah
$533K – – –
SWP
263
Stratos Wealth Partners
Ohio
$533K +$122K +948 +29%
CW
264
CreativeOne Wealth
Kansas
$531K -$17K -132 -3%
RFC
265
Regions Financial Corp
Alabama
$526K +$543K +4,211 New
CSWM
266
Cassady Schiller Wealth Management
Ohio
$524K – – –
OC
267
OxenFree Capital
Florida
$521K -$56.8K -440 -10%
BWM
268
BCO Wealth Management
New Mexico
$519K +$536K +4,154 New
DIA
269
Dana Investment Advisors
Wisconsin
$515K +$85.6K +663 +19%
BFG
270
Bleakley Financial Group
New Jersey
$509K +$526K +4,078 New
WWM
271
Western Wealth Management
Colorado
$506K +$11K +85 +2%
AA
272
Addison Advisors
Vermont
$502K -$98.1K -760 -16%
BCM
273
Brookstone Capital Management
Illinois
$496K +$50.2K +389 +11%
SWP
274
Summit Wealth Partners
Florida
$494K – – –
MWA
275
Martel Wealth Advisors
Washington
$490K +$2.84K +22 +0.6%
9 10
11
12 13