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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
326
Householder Group Estate & Retirement Specialist
Arizona
$110K +$15.3K +135 +17%
CIBC Private Wealth Group
327
CIBC Private Wealth Group
Georgia
$105K +$99.5K +878 New
FPFS
328
First Personal Financial Services
North Carolina
$103K – – –
FGAM
329
Financial Gravity Asset Management
Texas
$92.2K – – –
FCAS
330
First Command Advisory Services
Texas
$84.4K -$10.3K -91 -11%
WCAMG
331
Woodard & Company Asset Management Group
North Carolina
$84.1K -$41.9K -370 -34%
CA
332
Clearstead Advisors
Ohio
$75.6K – – –
SC
333
SouthState Corp
Florida
$75.3K – – –
FHA
334
First Horizon Advisors
Tennessee
$72.1K – – –
PS
335
Principal Securities
Iowa
$62.2K +$13.4K +118 +29%
APC
336
Aspire Private Capital
North Carolina
$61K – – –
CFGS
337
Concourse Financial Group Securities
Alabama
$60.6K – – –
BCWM
338
Bartlett & Co Wealth Management
Ohio
$56.9K – – –
BFS
339
Bare Financial Services
Pennsylvania
$54.1K – – –
CAM
340
Clarity Asset Management
Iowa
$47.6K +$45.1K +398 New
S
341
SignatureFD
Georgia
$40.8K – – –
A
342
Allianz
Germany
$36.8K +$34.9K +308 New
AF
343
Advisornet Financial
Minnesota
$36.3K +$227 +2 +0.7%
FA
344
Financial Avengers
California
$35.8K – – –
GWM
345
Geneos Wealth Management
Colorado
$34.5K – – –
RF
346
Robinswood Financial
Washington
$32.6K – – –
Franklin Resources
347
Franklin Resources
California
$32.4K – – –
CCM
348
Chilton Capital Management
Texas
$28.9K – – –
GWSG
349
GPS Wealth Strategies Group
Colorado
$28.2K – – –
PTC
350
Private Trust Company
Ohio
$25.1K – – –