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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
301
Legacy Wealth Management (Idaho)
Idaho
$524K +$57.9K +433 +13%
IRAG
302
Investment Research & Advisory Group
Georgia
$521K +$158K +1,179 +45%
WI
303
Westbourne Investments
Virginia
$510K
WCM
304
Wealthcare Capital Management
Virginia
$506K +$26.6K +199 +6%
DWAM
305
Duncan Williams Asset Management
Tennessee
$505K +$88.6K +662 +22%
SPA
306
Sentinel Pension Advisors
Massachusetts
$500K +$5.35K +40 +1%
OC
307
OxenFree Capital
Florida
$492K -$1.6K -12 -0.3%
PFA
308
Pillar Financial Advisors
Kentucky
$483K -$16.1K -120 -3%
BCA
309
Bay Capital Advisors
Virginia
$482K
IWM
310
Iams Wealth Management
Nebraska
$474K -$88K -658 -16%
AQR Capital Management
311
AQR Capital Management
Connecticut
$464K -$282K -2,111 -39%
Bessemer Group
312
Bessemer Group
New Jersey
$464K
SWP
313
Summit Wealth Partners
Florida
$460K
BWM
314
BCO Wealth Management
New Mexico
$459K -$401 -3 -0.1%
LA
315
LWM Advisors
California
$455K
FFW
316
Fusion Family Wealth
New York
$453K
MWA
317
Monograph Wealth Advisors
California
$451K +$436K +3,258 New
VAG
318
VisionPoint Advisory Group
Texas
$448K +$55.6K +416 +15%
AT
319
Avalon Trust
New Mexico
$445K
SOS
320
Silver Oak Securities
Tennessee
$437K +$25.7K +192 +6%
FSA
321
Fort Sheridan Advisors
Illinois
$430K +$68.6K +513 +20%
WG
322
Welch Group
Alabama
$423K -$10K -75 -2%
AGA
323
Arkos Global Advisors
Texas
$423K -$147K -1,100 -26%
MSFS
324
Main Street Financial Solutions
Pennsylvania
$416K +$6.02K +45 +2%
GT
325
GreatBanc Trust
Illinois
$413K +$401K +2,998 New