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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$114K -$72.9K -713 -39%
Belpointe Asset Management
277
Belpointe Asset Management
Nevada
$108K -$237K -2,321 -68%
AWM
278
Aspire Wealth Management
Massachusetts
$104K – – –
BWS
279
Buck Wealth Strategies
Colorado
$100K +$74.6K +730 New
KFI
280
Key Financial Inc
Pennsylvania
$99.7K – – –
MCM
281
MV Capital Management
Maryland
$93.7K – – –
FPFS
282
First Personal Financial Services
North Carolina
$87.3K +$47.4K +464 +116%
RWM
283
Raffa Wealth Management
District of Columbia
$82.5K -$9.91K -97 -11%
FCB
284
First Command Bank
Texas
$82K – – –
FCFS
285
First Command Financial Services
Texas
$82K – – –
BOK Financial
286
BOK Financial
Oklahoma
$74.3K -$250K -2,444 -77%
MHR
287
Matthew Hamilton Rosenberg
$72.1K +$73K +714 New
SouthState Corp
288
SouthState Corp
Florida
$69.2K – – –
Clearstead Advisors
289
Clearstead Advisors
Ohio
$64.5K – – –
First Horizon Advisors
290
First Horizon Advisors
Tennessee
$57.1K +$28.2K +276 +96%
APC
291
Aspire Private Capital
North Carolina
$52.6K -$4.5K -44 -8%
TD Ameritrade Investment Management
292
TD Ameritrade Investment Management
Nebraska
$52K -$115K -1,126 -69%
CFGS
293
Concourse Financial Group Securities
Alabama
$51.2K – – –
Bartlett & Co Wealth Management
294
Bartlett & Co Wealth Management
Ohio
$48.1K -$13.6K -133 -22%
Bartlett & Co
295
Bartlett & Co
Ohio
$48K -$13.6K -133 -22%
AWM
296
Accel Wealth Management
Iowa
$47.7K – – –
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$47.6K -$133K -1,299 -73%
BFPW
298
BOK Financial Private Wealth
Colorado
$46.4K +$46.9K +459 New
Huntington National Bank
299
Huntington National Bank
Ohio
$42.2K – – –
DI
300
Disciplined Investments
Oklahoma
$39.6K -$36.6K -358 -48%