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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIP
276
HUB Investment Partners
Texas
$320K +$26.9K +229 +9%
FA
277
Financial Alternatives
California
$320K
SOS
278
Silver Oak Securities
Tennessee
$314K -$1.39M -11,840 -82%
WP
279
WMS Partners
Maryland
$313K +$310K +2,638 New
PP
280
PrairieView Partners
Minnesota
$306K
CB
281
Cadence Bank
Mississippi
$305K +$9.88K +84 +3%
Betterment LLC
282
Betterment LLC
New York
$304K +$3.17K +27 +1%
ANTB
283
AMG National Trust Bank
Colorado
$300K +$30.6K +260 +11%
FHA
284
Flagship Harbor Advisors
Massachusetts
$297K -$2K -17 -0.7%
BWA
285
Boulder Wealth Advisors
Colorado
$296K
CAC
286
Certified Advisory Corp
Florida
$292K +$22.2K +189 +8%
Kovitz Investment Group Partners
287
Kovitz Investment Group Partners
Illinois
$283K
NHC
288
Nicholas Hoffman & Company
Georgia
$282K
TPA
289
Trivium Point Advisory
Connecticut
$281K +$279K +2,371 New
MCM
290
Morton Capital Management
California
$279K +$276K +2,351 New
Susquehanna International Group
291
Susquehanna International Group
Pennsylvania
$278K -$344K -2,924 -55%
GSIAS
292
Garden State Investment Advisory Services
New Jersey
$274K +$50K +425 +23%
SWM
293
Spire Wealth Management
Virginia
$270K
VA
294
Valmark Advisers
Ohio
$270K
PL
295
Plancorp LLC
Missouri
$267K -$389K -3,312 -60%
CAM
296
Concorde Asset Management
Michigan
$263K -$316K -2,690 -55%
ACA
297
Aptus Capital Advisors
Alabama
$262K -$82.4K -701 -24%
AQR Capital Management
298
AQR Capital Management
Connecticut
$255K +$253K +2,151 New
LI
299
LRI Investments
Florida
$254K
SIC
300
Sterling Investment Counsel
New York
$253K -$705 -6 -0.3%