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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CM
276
Cornerstone Management
Georgia
$189K
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$189K -$126K -1,253 -41%
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$182K
TAIM
279
TD Ameritrade Investment Management
Nebraska
$168K -$153K -1,519 -48%
PA
280
Parallel Advisors
California
$154K
Citigroup
281
Citigroup
New York
$148K
GRP
282
Global Retirement Partners
California
$147K +$25.6K +255 +22%
CIAS
283
Capital Investment Advisory Services
North Carolina
$147K +$302 +3 +0.2%
UB
284
UMB Bank
Missouri
$129K -$6.24K -62 -5%
Qube Research & Technologies (QRT)
285
Qube Research & Technologies (QRT)
United Kingdom
$111K +$84.4K +839 +353%
AWM
286
Aspire Wealth Management
Massachusetts
$106K
PTC
287
Private Trust Company
Ohio
$106K +$6.64K +66 +7%
BFEC
288
Benjamin F. Edwards & Company
Missouri
$98K
MCM
289
MV Capital Management
Maryland
$95.4K
CAS
290
Coppell Advisory Solutions
Texas
$94.6K +$92.5K +920 New
CASC
291
Coppell Advisory Solutions Corp
Texas
$94.6K +$92.5K +920 New
RWM
292
Raffa Wealth Management
District of Columbia
$94K +$302 +3 +0.3%
KFI
293
Key Financial Inc
Pennsylvania
$88.7K
FCB
294
First Command Bank
Texas
$84K +$81.7K +812 New
FCFS
295
First Command Financial Services
Texas
$84K +$81.7K +812 New
DI
296
Disciplined Investments
Oklahoma
$77.1K -$27.5K -273 -27%
SC
297
SouthState Corp
Florida
$70.5K +$68.9K +685 New
GWM
298
Geneos Wealth Management
Colorado
$69.8K +$43.1K +429 +172%
CA
299
Clearstead Advisors
Ohio
$65.6K
Bank of Montreal
300
Bank of Montreal
Ontario, Canada
$63K -$704 -7 -1%