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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
301
New England Private Wealth Advisors
Massachusetts
$772K +$4.3K +29 +0.5%
ORC
302
O'Rourke & Company
Massachusetts
$772K -$144K -969 -15%
HTC
303
Haverford Trust Company
Pennsylvania
$770K
RA
304
RFG Advisory
Alabama
$766K +$783K +5,286 New
MAM
305
Mainsail Asset Management
Alabama
$756K
LC
306
Landaas & Company
Wisconsin
$752K
RPC
307
Rossmore Private Capital
Connecticut
$748K +$581K +3,920 +316%
JIC
308
Johnson Investment Counsel
Ohio
$733K -$58.8K -397 -7%
AWM
309
Accurate Wealth Management
Florida
$725K +$18.4K +124 +3%
WWMSC
310
Wagner Wealth Management (South Carolina)
South Carolina
$709K
IWA
311
Independent Wealth Advisors
North Carolina
$706K +$445 +3 +0.1%
FFA
312
Farther Finance Advisors
California
$705K -$57.6K -389 -7%
CWM
313
Collaborative Wealth Management
Florida
$698K -$12.2K -82 -2%
NWMP
314
Noble Wealth Management PBC
Colorado
$697K -$25.6K -173 -3%
Vanguard Personalized Indexing Management
315
Vanguard Personalized Indexing Management
California
$696K
VVP
316
Venture Visionary Partners
Ohio
$696K
CAG
317
Csenge Advisory Group
Florida
$692K +$3.41K +23 +0.5%
SIS
318
Strategic Investment Solutions
Illinois
$684K +$4K +27 +0.6%
BJL
319
Brighton Jones LLC
Washington
$682K +$697K +4,707 New
RFS
320
Richardson Financial Services
Massachusetts
$670K -$593 -4 -0.1%
BFWM
321
Bright Futures Wealth Management
New York
$670K +$22.2K +150 +3%
SPIA
322
Steward Partners Investment Advisory
New York
$666K +$20K +135 +3%
CFP
323
Comprehensive Financial Planning
Pennsylvania
$659K +$3.7K +25 +0.6%
FIA
324
Foundations Investment Advisors
Arizona
$655K +$57.5K +388 +9%
MBWA
325
Marin Bay Wealth Advisors
California
$652K +$666K +4,497 New