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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
301
MidAtlantic Capital Management
Virginia
$773K – – –
NEPWA
302
New England Private Wealth Advisors
Massachusetts
$772K +$4.3K +29 +0.5%
ORC
303
O'Rourke & Company
Massachusetts
$772K -$144K -969 -15%
Haverford Trust Company
304
Haverford Trust Company
Pennsylvania
$770K – – –
RFG Advisory
305
RFG Advisory
Alabama
$766K +$783K +5,286 New
MAM
306
Mainsail Asset Management
Alabama
$756K – – –
LC
307
Landaas & Company
Wisconsin
$752K – – –
RPC
308
Rossmore Private Capital
Connecticut
$748K +$581K +3,920 +316%
Johnson Investment Counsel
309
Johnson Investment Counsel
Ohio
$733K -$58.8K -397 -7%
AWM
310
Accurate Wealth Management
Florida
$725K +$18.4K +124 +3%
WWMSC
311
Wagner Wealth Management (South Carolina)
South Carolina
$709K – – –
IWA
312
Independent Wealth Advisors
North Carolina
$706K +$445 +3 +0.1%
Farther Finance Advisors
313
Farther Finance Advisors
California
$705K -$57.6K -389 -7%
CWM
314
Collaborative Wealth Management
Florida
$698K -$12.2K -82 -2%
NWMP
315
Noble Wealth Management PBC
Colorado
$697K -$25.6K -173 -3%
Vanguard Personalized Indexing Management
316
Vanguard Personalized Indexing Management
California
$696K – – –
Venture Visionary Partners
317
Venture Visionary Partners
Ohio
$696K – – –
Csenge Advisory Group
318
Csenge Advisory Group
Florida
$692K +$3.41K +23 +0.5%
SIS
319
Strategic Investment Solutions
Illinois
$684K +$4K +27 +0.6%
Brighton Jones LLC
320
Brighton Jones LLC
Washington
$682K +$697K +4,707 New
RFS
321
Richardson Financial Services
Massachusetts
$670K -$593 -4 -0.1%
BFWM
322
Bright Futures Wealth Management
New York
$670K +$22.2K +150 +3%
Steward Partners Investment Advisory
323
Steward Partners Investment Advisory
New York
$666K +$20K +135 +3%
CFP
324
Comprehensive Financial Planning
Pennsylvania
$659K +$3.7K +25 +0.6%
Foundations Investment Advisors
325
Foundations Investment Advisors
Arizona
$655K +$57.5K +388 +9%