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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
326
Betterment LLC
New York
$340K -$14.5K -112 -4%
PA
327
Parallel Advisors
California
$337K
IRAG
328
Investment Research & Advisory Group
Georgia
$335K +$337K +2,603 New
GSIAS
329
Garden State Investment Advisory Services
New Jersey
$334K -$5.69K -44 -2%
PP
330
PrairieView Partners
Minnesota
$333K
IAIM
331
International Assets Investment Management
Florida
$330K +$331K +2,560 New
OSAM
332
O'Shaughnessy Asset Management
Connecticut
$324K
BWA
333
Boulder Wealth Advisors
Colorado
$322K
TC
334
TownSquare Capital
Utah
$318K +$98.3K +760 +44%
IFG
335
Independent Financial Group
California
$315K +$316K +2,445 New
DIA
336
Dana Investment Advisors
Wisconsin
$314K -$218K -1,683 -41%
VCM
337
Virtue Capital Management
Tennessee
$308K +$309K +2,386 New
CPC
338
CFC Planning Company
Indiana
$307K +$1.16K +9 +0.4%
VA
339
Valmark Advisers
Ohio
$306K
NHC
340
Nicholas Hoffman & Company
Georgia
$306K
PL
341
Plancorp LLC
Missouri
$290K
KAS
342
KPP Advisory Services
Kentucky
$290K +$291K +2,248 New
PS
343
Principal Securities
Iowa
$284K
Qube Research & Technologies (QRT)
344
Qube Research & Technologies (QRT)
United Kingdom
$284K +$168K +1,298 +144%
CAC
345
Certified Advisory Corp
Florida
$283K -$40.6K -314 -12%
CCM
346
Cloud Capital Management
Washington
$283K +$285K +2,202 New
PWM
347
Prosperity Wealth Management
California
$283K +$20.6K +159 +8%
Kovitz Investment Group Partners
348
Kovitz Investment Group Partners
Illinois
$281K
LCM
349
Lazari Capital Management
California
$280K
MFA
350
McClarren Financial Advisors
Pennsylvania
$279K +$282K +2,182 New