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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
301
Creekside Partners
California
$885K -$19.9K -128 -2%
WBG
302
Wharton Business Group
Pennsylvania
$884K – – –
NEPWA
303
New England Private Wealth Advisors
Massachusetts
$879K +$3.72K +24 +0.5%
MCM
304
MidAtlantic Capital Management
Virginia
$872K – – –
ORC
305
O'Rourke & Company
Massachusetts
$870K -$6.67K -43 -0.8%
TWM
306
TRB Wealth Management
Texas
$859K -$16K -103 -2%
CGFA
307
Colton Groome Financial Advisors
North Carolina
$855K -$73.7K -475 -8%
AWM
308
Accurate Wealth Management
Florida
$848K +$47.9K +309 +6%
LC
309
Landaas & Company
Wisconsin
$848K – – –
RMAM
310
Raab & Moskowitz Asset Management
New Jersey
$846K -$67.5K -435 -8%
MAM
311
Mainsail Asset Management
Alabama
$844K – – –
RPC
312
Rossmore Private Capital
Connecticut
$843K – – –
BFWM
313
Bright Futures Wealth Management
New York
$837K +$77.4K +499 +11%
VVP
314
Venture Visionary Partners
Ohio
$831K +$43.9K +283 +6%
JIC
315
Johnson Investment Counsel
Ohio
$826K +$310 +2 +0%
SWP
316
Stratos Wealth Partners
Ohio
$801K +$133K +857 +21%
BJL
317
Brighton Jones LLC
Washington
$801K +$29.8K +192 +4%
WWMSC
318
Wagner Wealth Management (South Carolina)
South Carolina
$800K – – –
CWM
319
Collaborative Wealth Management
Florida
$786K -$1.09K -7 -0.1%
Vanguard Personalized Indexing Management
320
Vanguard Personalized Indexing Management
California
$785K – – –
FIA
321
Foundations Investment Advisors
Arizona
$774K +$34.4K +222 +5%
CFP
322
Comprehensive Financial Planning
Pennsylvania
$767K +$22K +142 +3%
SPIA
323
Steward Partners Investment Advisory
New York
$764K +$12.6K +81 +2%
VA
324
VestGen Advisors
Illinois
$761K +$722K +4,656 New
PIA
325
Pinion Investment Advisors
Kansas
$752K +$54.8K +353 +8%