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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
276
Global Trust Asset Management
Florida
$655K -$189K -1,510 -23%
FNA
277
First National Advisers
Nebraska
$651K
AWA
278
Arkadios Wealth Advisors
Georgia
$649K -$4.89K -39 -0.8%
CA
279
Continuum Advisory
Idaho
$643K +$14.7K +117 +2%
WWMSC
280
Wagner Wealth Management (South Carolina)
South Carolina
$642K
VVP
281
Venture Visionary Partners
Ohio
$641K
SIS
282
Strategic Investment Solutions
Illinois
$619K +$565K +4,505 +2,095%
CPA
283
Cardiff Park Advisors
California
$612K
TA
284
Tactive Advisors
Florida
$609K +$582K +4,645 New
RFS
285
Richardson Financial Services
Massachusetts
$591K +$126K +1,008 +29%
SPIA
286
Steward Partners Investment Advisory
New York
$582K -$32.6K -260 -6%
CIAS
287
Capital Investment Advisory Services
North Carolina
$579K -$45.6K -364 -8%
ICP
288
Interchange Capital Partners
Pennsylvania
$579K -$9.4K -75 -2%
WWM
289
Western Wealth Management
Colorado
$564K -$27K -215 -5%
AA
290
Addison Advisors
Vermont
$560K +$48.3K +385 +10%
IAIM
291
International Assets Investment Management
Florida
$549K +$204K +1,625 +63%
AGA
292
Arkos Global Advisors
Texas
$547K -$663K -5,289 -56%
CFP
293
Comprehensive Financial Planning
Pennsylvania
$546K +$352K +2,805 +207%
IWM
294
Iams Wealth Management
Nebraska
$538K +$514K +4,102 New
TCWA
295
Turtle Creek Wealth Advisors
Texas
$535K +$511K +4,074 New
Russell Investments Group
296
Russell Investments Group
United Kingdom
$533K +$24.1K +192 +5%
SWP
297
Stratos Wealth Partners
Ohio
$523K -$105K -834 -17%
MWA
298
Martel Wealth Advisors
Washington
$518K
CGFA
299
Colton Groome Financial Advisors
North Carolina
$515K
BB
300
Bell Bank
North Dakota
$515K +$8.78K +70 +2%