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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
276
Arkadios Wealth Advisors
Georgia
$664K -$17.3K -129 -3%
VVP
277
Venture Visionary Partners
Ohio
$661K -$11.5K -86 -2%
AWM
278
Accurate Wealth Management
Florida
$660K +$642K +4,799 New
SIS
279
Strategic Investment Solutions
Illinois
$653K +$3.08K +23 +0.5%
CPA
280
Cardiff Park Advisors
California
$644K +$1.47K +11 +0.2%
GFG
281
Goldstone Financial Group
Illinois
$637K -$61.5K -460 -9%
RFS
282
Richardson Financial Services
Massachusetts
$632K +$16.9K +126 +3%
CFP
283
Comprehensive Financial Planning
Pennsylvania
$616K +$42.5K +318 +8%
AA
284
Addison Advisors
Vermont
$615K +$26.8K +200 +5%
WWM
285
Western Wealth Management
Colorado
$609K +$17K +127 +3%
ICP
286
Interchange Capital Partners
Pennsylvania
$608K
KTM
287
Keeler Thomas Management
Utah
$599K +$267K +1,995 +85%
BFWM
288
Bright Futures Wealth Management
New York
$598K +$581K +4,344 New
CPC
289
CFC Planning Company
Indiana
$574K +$190K +1,424 +52%
Russell Investments Group
290
Russell Investments Group
United Kingdom
$564K +$4.41K +33 +0.8%
CIAS
291
Capital Investment Advisory Services
North Carolina
$563K -$44.1K -330 -7%
TCWA
292
Turtle Creek Wealth Advisors
Texas
$561K
SPIA
293
Steward Partners Investment Advisory
New York
$557K -$52.2K -390 -9%
IAIM
294
International Assets Investment Management
Florida
$555K
MWA
295
Martel Wealth Advisors
Washington
$546K +$2.67K +20 +0.5%
Bank of New York Mellon
296
Bank of New York Mellon
New York
$531K +$236K +1,762 +84%
BB
297
Bell Bank
North Dakota
$530K -$9.63K -72 -2%
OAS
298
Optivise Advisory Services
Tennessee
$530K +$20.3K +152 +4%
ASN
299
Advisory Services Network
Georgia
$525K -$803 -6 -0.2%
PIA
300
Pinion Investment Advisors
Kansas
$525K -$8.7K -65 -2%