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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
301
Pinion Investment Advisors
Kansas
$504K +$34.5K +275 +8%
ASN
302
Advisory Services Network
Georgia
$499K +$224K +1,789 +88%
LFG
303
Larson Financial Group
Missouri
$497K -$60.7K -484 -11%
CIS
304
Custom Index Systems
New York
$497K -$32.4K -258 -6%
WI
305
Westbourne Investments
Virginia
$488K -$11.9K -95 -2%
OAS
306
Optivise Advisory Services
Tennessee
$485K +$56.1K +447 +14%
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$478K -$3.01K -24 -0.7%
BMD
308
Better Money Decisions
New Mexico
$477K +$456K +3,636 New
PFA
309
Pillar Financial Advisors
Kentucky
$476K
SPA
310
Sentinel Pension Advisors
Massachusetts
$471K +$46K +367 +11%
OC
311
OxenFree Capital
Florida
$469K -$1.88K -15 -0.4%
BCA
312
Bay Capital Advisors
Virginia
$459K
WCM
313
Wealthcare Capital Management
Virginia
$455K -$386K -3,077 -47%
Citadel Advisors
314
Citadel Advisors
Florida
$451K -$277K -2,209 -39%
LWMI
315
Legacy Wealth Management (Idaho)
Idaho
$442K +$319K +2,542 +307%
LIS
316
Legacy Investment Solutions
Idaho
$442K +$423K +3,370 New
Bessemer Group
317
Bessemer Group
New Jersey
$442K
SWP
318
Summit Wealth Partners
Florida
$438K
BWM
319
BCO Wealth Management
New Mexico
$437K
LA
320
LWM Advisors
California
$434K
FFW
321
Fusion Family Wealth
New York
$432K
AT
322
Avalon Trust
New Mexico
$424K
D.E. Shaw & Co
323
D.E. Shaw & Co
New York
$418K +$400K +3,187 New
CCB
324
Country Club Bank
Missouri
$414K -$41.3K -329 -9%
WG
325
Welch Group
Alabama
$413K +$40.8K +325 +12%