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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
301
Aptus Capital Advisors
Alabama
$429K +$164K +1,265 +61%
FFW
302
Fusion Family Wealth
New York
$424K – – –
OC
303
OxenFree Capital
Florida
$424K -$75.1K -581 -14%
SB
304
Strategic Blueprint
Georgia
$422K – – –
OAS
305
Optivise Advisory Services
Tennessee
$419K +$8.92K +69 +2%
AT
306
Avalon Trust
New Mexico
$417K – – –
SPA
307
Sentinel Pension Advisors
Massachusetts
$416K +$417K +3,225 New
LA
308
LWM Advisors
California
$411K -$16.2K -125 -4%
BFG
309
Berger Financial Group
Minnesota
$404K -$3.88K -30 -0.9%
DWAM
310
Duncan Williams Asset Management
Tennessee
$387K – – –
MSFS
311
Main Street Financial Solutions
Pennsylvania
$383K +$385K +2,975 New
RLWM
312
RF&L Wealth Management
Massachusetts
$376K – – –
CJ
313
Caitlin John
Michigan
$372K -$776 -6 -0.2%
SPW
314
Sonoma Private Wealth
California
$369K -$2.59K -20 -0.7%
RIS
315
Retirement Income Solutions
Michigan
$369K – – –
RWM
316
Ritholtz Wealth Management
New York
$369K – – –
PWMG
317
Prestige Wealth Management Group
New Jersey
$364K – – –
SOS
318
Silver Oak Securities
Tennessee
$360K +$13.1K +101 +4%
WG
319
Welch Group
Alabama
$359K +$365K +2,822 New
AR
320
Apeiron RIA
Texas
$358K – – –
ST
321
Spinnaker Trust
Maine
$352K -$19.4K -150 -5%
EFS
322
Essex Financial Services
Connecticut
$350K +$113K +871 +47%
FA
323
Financial Alternatives
California
$348K – – –
HIP
324
HUB Investment Partners
Texas
$347K -$1.55K -12 -0.4%
Betterment LLC
325
Betterment LLC
New York
$340K -$14.5K -112 -4%