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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CJ
301
Caitlin John
Michigan
$362K
SPW
302
Sonoma Private Wealth
California
$361K +$7.1K +55 +2%
ST
303
Spinnaker Trust
Maine
$360K -$15.7K -122 -4%
RIS
304
Retirement Income Solutions
Michigan
$358K
RWM
305
Ritholtz Wealth Management
New York
$358K
PWMG
306
Prestige Wealth Management Group
New Jersey
$352K
Citigroup
307
Citigroup
New York
$348K +$167K +1,291 +86%
AR
308
Apeiron RIA
Texas
$347K
Betterment LLC
309
Betterment LLC
New York
$344K
AA
310
Armis Advisers
Georgia
$340K +$351K +2,721 New
SOS
311
Silver Oak Securities
Tennessee
$339K -$2.19M -16,967 -86%
HIP
312
HUB Investment Partners
Texas
$338K
FA
313
Financial Alternatives
California
$338K
GSIAS
314
Garden State Investment Advisory Services
New Jersey
$329K -$9.94K -77 -3%
PA
315
Parallel Advisors
California
$327K +$63.9K +495 +23%
PP
316
PrairieView Partners
Minnesota
$323K
OSAM
317
O'Shaughnessy Asset Management
Connecticut
$314K
CAC
318
Certified Advisory Corp
Florida
$314K +$1.29K +10 +0.4%
D.E. Shaw & Co
319
D.E. Shaw & Co
New York
$312K +$323K +2,500 New
BWA
320
Boulder Wealth Advisors
Colorado
$312K
FTWA
321
Fifth Third Wealth Advisors
Ohio
$305K +$315K +2,438 New
VA
322
Valmark Advisers
Ohio
$297K +$7.23K +56 +2%
NHC
323
Nicholas Hoffman & Company
Georgia
$297K
CPC
324
CFC Planning Company
Indiana
$296K +$306K +2,372 New
BRWA
325
B. Riley Wealth Advisors
Florida
$293K +$387 +3 +0.1%