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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
$1.97K – – –
GFPC
327
Global Financial Private Client
Florida
$1.41K – – –
FIM
328
FWL Investment Management
Texas
$203 +$210 +2 New
BIM
329
Bullseye Investment Management
Ohio
– -$11M -106,353 Closed
TA
330
TFB Advisors
Kansas
– -$8.62M -83,074 Closed
MWM
331
Merriman Wealth Management
Washington
– -$6.56M -63,239 Closed
MG
332
Mather Group
Illinois
– -$4.2M -40,510 Closed
SWP
333
ShoreHaven Wealth Partners
New Jersey
– -$2.67M -25,761 Closed
CA
334
Calton & Associates
Florida
– -$1.12M -10,842 Closed
FTUS
335
Flow Traders U.S.
New York
– -$748K -7,209 Closed
RFN
336
Redwood Financial Network
Ohio
– -$636K -6,131 Closed
Cerity Partners
337
Cerity Partners
New York
– -$503K -4,852 Closed
BWM
338
Brown Wealth Management
Illinois
– -$449K -4,332 Closed
W
339
WealthOne
New York
– -$434K -4,187 Closed
VWA
340
V Wealth Advisors
Kansas
– -$403K -3,886 Closed
PFA
341
Peak Financial Advisors
Colorado
– -$349K -3,365 Closed
GSIAS
342
Garden State Investment Advisory Services
New Jersey
– -$323K -3,110 Closed
VAS
343
Vestmark Advisory Solutions
Massachusetts
– -$291K -2,804 Closed
TP
344
Tranquility Partners
Tennessee
– -$259K -2,500 Closed
BFAG
345
Blackston Financial Advisory Group
Florida
– -$228K -2,202 Closed
JBA
346
Johnson Bixby & Associates
Washington
– -$228K -2,198 Closed
AWM
347
Apollon Wealth Management
South Carolina
– -$211K -2,036 Closed
DI
348
Disciplined Investments
Oklahoma
– -$32.5K -313 Closed
IFAM
349
Institutional & Family Asset Management
Colorado
– -$14.7K -142 Closed
SF
350
Safeguard Financial
Wisconsin
– -$9K -88 Closed