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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
326
Berger Financial Group
Minnesota
$411K -$878 -7 -0.2%
AFA
327
Antonelli Financial Advisors
Michigan
$404K +$386K +3,076 New
DWAM
328
Duncan Williams Asset Management
Tennessee
$394K – – –
SOS
329
Silver Oak Securities
Tennessee
$391K +$19.7K +157 +6%
MSFS
330
Main Street Financial Solutions
Pennsylvania
$390K – – –
RLWM
331
RF&L Wealth Management
Massachusetts
$383K – – –
HIP
332
HUB Investment Partners
Texas
$381K +$26.8K +214 +8%
CJ
333
Caitlin John
Michigan
$379K – – –
SPW
334
Sonoma Private Wealth
California
$376K – – –
RIS
335
Retirement Income Solutions
Michigan
$376K – – –
RWM
336
Ritholtz Wealth Management
New York
$376K – – –
PWMG
337
Prestige Wealth Management Group
New Jersey
$372K – – –
VAG
338
VisionPoint Advisory Group
Texas
$372K +$356K +2,835 New
AR
339
Apeiron RIA
Texas
$364K – – –
CPC
340
CFC Planning Company
Indiana
$360K +$45.4K +362 +15%
ST
341
Spinnaker Trust
Maine
$358K – – –
Betterment LLC
342
Betterment LLC
New York
$358K +$11.3K +90 +3%
EFS
343
Essex Financial Services
Connecticut
$356K – – –
FA
344
Financial Alternatives
California
$355K – – –
DIA
345
Dana Investment Advisors
Wisconsin
$354K +$31.9K +254 +10%
JFG
346
Jefferies Financial Group
New York
$350K +$335K +2,668 New
PA
347
Parallel Advisors
California
$344K – – –
FSA
348
Fort Sheridan Advisors
Illinois
$342K +$87.2K +695 +36%
IRAG
349
Investment Research & Advisory Group
Georgia
$342K – – –
GSIAS
350
Garden State Investment Advisory Services
New Jersey
$340K +$125 +1 +0%