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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AT
276
Avalon Trust
New Mexico
$415K -$12.3K -100 -3%
BFG
277
Berger Financial Group
Minnesota
$401K -$11.4K -92 -3%
DWAM
278
Duncan Williams Asset Management
Tennessee
$386K
ST
279
Spinnaker Trust
Maine
$385K
CJ
280
Caitlin John
Michigan
$379K
RLWM
281
RF&L Wealth Management
Massachusetts
$375K
RWM
282
Ritholtz Wealth Management
New York
$368K -$77.8K -630 -18%
RIS
283
Retirement Income Solutions
Michigan
$368K -$31.5K -255 -8%
SPW
284
Sonoma Private Wealth
California
$363K +$15.6K +126 +5%
PWMG
285
Prestige Wealth Management Group
New Jersey
$362K
AR
286
Apeiron RIA
Texas
$356K
Betterment LLC
287
Betterment LLC
New York
$353K +$22.6K +183 +7%
RFS
288
Richardson Financial Services
Massachusetts
$352K
OAS
289
Optivise Advisory Services
Tennessee
$351K -$3.95K -32 -1%
GSIAS
290
Garden State Investment Advisory Services
New Jersey
$348K +$49.4K +400 +17%
HIP
291
HUB Investment Partners
Texas
$347K
FA
292
Financial Alternatives
California
$347K
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$345K -$108K -871 -24%
CB
294
Cadence Bank
Mississippi
$333K +$3.09K +25 +1%
PP
295
PrairieView Partners
Minnesota
$331K
TPA
296
Trivium Point Advisory
Connecticut
$330K +$18.3K +148 +6%
OSAM
297
O'Shaughnessy Asset Management
Connecticut
$328K +$310K +2,514 New
CAC
298
Certified Advisory Corp
Florida
$321K +$4.94K +40 +2%
BWA
299
Boulder Wealth Advisors
Colorado
$320K
NHC
300
Nicholas Hoffman & Company
Georgia
$305K