We are live on ! Find out more
MGV icon

Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
301
Addison Advisors
Vermont
$663K +$32.7K +235 +5%
SIS
302
Strategic Investment Solutions
Illinois
$663K -$6.81K -49 -1%
RFS
303
Richardson Financial Services
Massachusetts
$653K +$5.28K +38 +0.8%
CFP
304
Comprehensive Financial Planning
Pennsylvania
$639K +$6.67K +48 +1%
BFWM
305
Bright Futures Wealth Management
New York
$631K +$17.7K +127 +3%
Steward Partners Investment Advisory
306
Steward Partners Investment Advisory
New York
$630K +$58.1K +418 +10%
GFG
307
Goldstone Financial Group
Illinois
$625K -$27.1K -195 -4%
SG Americas Securities
308
SG Americas Securities
New York
$613K +$604K +4,346 New
IAIM
309
International Assets Investment Management
Florida
$591K – – –
SPA
310
Sentinel Pension Advisors
Massachusetts
$586K +$72.3K +520 +14%
GFG
311
Genesis Financial Group
New Jersey
$583K +$574K +4,130 New
Foundations Investment Advisors
312
Foundations Investment Advisors
Arizona
$583K +$262K +1,888 +84%
Tower Research Capital (TRC)
313
Tower Research Capital (TRC)
New York
$582K +$227K +1,634 +66%
KTM
314
Keeler Thomas Management
Utah
$581K -$32.5K -234 -5%
CIAS
315
Capital Investment Advisory Services
North Carolina
$577K +$417 +3 +0.1%
TCWA
316
Turtle Creek Wealth Advisors
Texas
$575K – – –
PIA
317
Pinion Investment Advisors
Kansas
$574K +$40K +288 +8%
Russell Investments Group
318
Russell Investments Group
United Kingdom
$574K -$4.31K -31 -0.8%
OAS
319
Optivise Advisory Services
Tennessee
$567K +$23.6K +170 +4%
MWA
320
Martel Wealth Advisors
Washington
$566K +$5.98K +43 +1%
TWML
321
Todd Wealth Management, LLC
Florida
$564K +$555K +3,993 New
AllianceBernstein
322
AllianceBernstein
Tennessee
$554K +$545K +3,922 New
Bank of New York Mellon
323
Bank of New York Mellon
New York
$544K – – –
Advisory Services Network
324
Advisory Services Network
Georgia
$543K +$5K +36 +0.9%
Focus Partners Advisor Solutions
325
Focus Partners Advisor Solutions
Missouri
$537K +$529K +3,807 New