We are live on ! Find out more
MGV icon

Vanguard Morningstar Mega Cap Value ETF
MGV

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 – – –
GWM
305
Geneos Wealth Management
Colorado
$420K +$252K +1,950 +149%
OAS
306
Optivise Advisory Services
Tennessee
$419K +$8.92K +69 +2%
AT
307
Avalon Trust
New Mexico
$417K – – –
SPA
308
Sentinel Pension Advisors
Massachusetts
$416K +$417K +3,225 New
LA
309
LWM Advisors
California
$411K -$16.2K -125 -4%
BFG
310
Berger Financial Group
Minnesota
$404K -$3.88K -30 -0.9%
DWAM
311
Duncan Williams Asset Management
Tennessee
$387K – – –
MSFS
312
Main Street Financial Solutions
Pennsylvania
$383K +$385K +2,975 New
RLWM
313
RF&L Wealth Management
Massachusetts
$376K – – –
CJ
314
Caitlin John
Michigan
$372K -$776 -6 -0.2%
SPW
315
Sonoma Private Wealth
California
$369K -$2.59K -20 -0.7%
RIS
316
Retirement Income Solutions
Michigan
$369K – – –
RWM
317
Ritholtz Wealth Management
New York
$369K – – –
PWMG
318
Prestige Wealth Management Group
New Jersey
$364K – – –
SOS
319
Silver Oak Securities
Tennessee
$360K +$13.1K +101 +4%
WG
320
Welch Group
Alabama
$359K +$365K +2,822 New
AR
321
Apeiron RIA
Texas
$358K – – –
ST
322
Spinnaker Trust
Maine
$352K -$19.4K -150 -5%
EFS
323
Essex Financial Services
Connecticut
$350K +$113K +871 +47%
FA
324
Financial Alternatives
California
$348K – – –
HIP
325
HUB Investment Partners
Texas
$347K -$1.55K -12 -0.4%
11 12
13
14 15