We are live on ! Find out more
MGV icon

Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UF
276
Univest Financial
Pennsylvania
$255K – – –
SWM
277
Spire Wealth Management
Virginia
$250K – – –
SIC
278
Sterling Investment Counsel
New York
$238K +$19.2K +186 +9%
EMAM
279
Encompass More Asset Management
California
$236K +$223K +2,158 New
CAC
280
Certified Advisory Corp
Florida
$231K +$1.24K +12 +0.6%
NEPWA
281
New England Private Wealth Advisors
Massachusetts
$230K +$1.34K +13 +0.6%
YIH
282
Y-Intercept (HK)
Hong Kong
$230K +$218K +2,106 New
BFEC
283
Benjamin F. Edwards & Company
Missouri
$229K – – –
HIP
284
HUB Investment Partners
Texas
$227K +$214K +2,075 New
SOS
285
Silver Oak Securities
Tennessee
$223K -$483K -4,678 -70%
TW
286
TritonPoint Wealth
Maryland
$223K +$210K +2,035 New
SPIA
287
Steward Partners Investment Advisory
New York
$221K – – –
4WM
288
49 Wealth Management
Texas
$218K +$206K +1,991 New
PA
289
Parallel Advisors
California
$217K +$4.13K +40 +2%
FAIM
290
Financial Advocates Investment Management
Washington
$215K +$118K +1,146 New
VCM
291
Virtue Capital Management
Tennessee
$215K -$205K -1,985 -50%
CCMG
292
Clark Capital Management Group
Pennsylvania
$212K +$200K +1,935 New
AF
293
Apollon Financial
South Carolina
$210K +$198K +1,919 New
GSIAS
294
Garden State Investment Advisory Services
New Jersey
$206K +$195K +1,884 New
TNB
295
Thomasville National Bank
Georgia
$203K +$192K +1,855 New
MG
296
Mather Group
Illinois
$202K +$190K +1,843 New
KIG
297
Kowal Investment Group
Wisconsin
$200K +$189K +1,831 New
CIAS
298
Capital Investment Advisory Services
North Carolina
$172K +$4.03K +39 +3%
ACA
299
Aptus Capital Advisors
Alabama
$168K +$159K +1,535 New
Citigroup
300
Citigroup
New York
$163K +$5.17K +50 +3%