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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
326
Focused Wealth Management
New York
$2.01K – – –
GFPC
327
Global Financial Private Client
Florida
$1.46K – – –
CA
328
Crewe Advisors
Utah
$831 – – –
MWA
329
MFA Wealth Advisors
Pennsylvania
– -$25.3M -250,911 Closed
SAG
330
SageView Advisory Group
California
– -$4.08M -40,374 Closed
SIM
331
Seaview Investment Managers
Florida
– -$3.19M -31,576 Closed
OCM
332
One Capital Management
California
– -$2.9M -28,722 Closed
CI
333
CX Institutional
Indiana
– -$2.42M -23,793 Closed
JWM
334
Jackson Wealth Management
Florida
– -$2.38M -23,580 Closed
RSWM
335
Robertson Stephens Wealth Management
California
– -$1.21M -11,980 Closed
CFG
336
Citizens Financial Group
Rhode Island
– -$765K -7,573 Closed
BCM
337
Brookstone Capital Management
Illinois
– -$477K -4,612 Closed
KIG
338
Kowal Investment Group
Wisconsin
– -$465K -4,603 Closed
1WM
339
1900 Wealth Management
Texas
– -$436K -4,243 Closed
TNBTD
340
Trustmark National Bank Trust Department
Mississippi
– -$428K -4,234 Closed
APS
341
American Planning Services
Florida
– -$304K -3,011 Closed
TNB
342
Thomasville National Bank
Georgia
– -$258K -2,556 Closed
IFG
343
Independent Financial Group
California
– -$249K -2,464 Closed
Thrivent Financial for Lutherans
344
Thrivent Financial for Lutherans
Minnesota
– -$235K -2,350 Closed
CM
345
Cornerstone Management
Georgia
– -$183K -1,807 Closed
BAM
346
Belpointe Asset Management
Nevada
– -$108K -1,068 Closed
MHR
347
Matthew Hamilton Rosenberg
– -$72.1K -714 Closed
AWM
348
Accel Wealth Management
Iowa
– -$47.7K -472 Closed
BFPW
349
BOK Financial Private Wealth
Colorado
– -$46.4K -459 Closed
ASN
350
Advisory Services Network
Georgia
– -$39.3K -389 Closed