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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MBWA
326
Marin Bay Wealth Advisors
California
$652K +$666K +4,497 New
Russell Investments Group
327
Russell Investments Group
United Kingdom
$642K +$54.2K +366 +9%
OAS
328
Optivise Advisory Services
Tennessee
$642K +$61K +412 +10%
AlphaCore Capital
329
AlphaCore Capital
California
$642K -$92.8K -626 -12%
IAIM
330
International Assets Investment Management
Florida
$630K +$22.5K +152 +4%
GCM
331
Gallacher Capital Management
Colorado
$619K +$88.9K +600 +16%
SPA
332
Sentinel Pension Advisors
Massachusetts
$617K +$16K +108 +3%
WFA
333
Wells Financial Advisors
Massachusetts
$616K -$2.14M -14,476 -77%
PIA
334
Pinion Investment Advisors
Kansas
$615K +$26.8K +181 +4%
CIAS
335
Capital Investment Advisory Services
North Carolina
$600K +$7.11K +48 +1%
GFG
336
Genesis Financial Group
New Jersey
$599K – – –
TCWA
337
Turtle Creek Wealth Advisors
Texas
$591K – – –
Stratos Wealth Partners
338
Stratos Wealth Partners
Ohio
$586K -$151K -1,020 -20%
ICP
339
Interchange Capital Partners
Pennsylvania
$578K +$255K +1,721 +62%
EF
340
Entrust Financial
Pennsylvania
$574K +$109K +739 +23%
Savvy Advisors Inc
341
Savvy Advisors Inc
New York
$568K +$580K +3,916 New
SPW
342
Sonoma Private Wealth
California
$566K +$151K +1,019 +35%
Bank of New York Mellon
343
Bank of New York Mellon
New York
$566K +$8.15K +55 +1%
TWML
344
Todd Wealth Management, LLC
Florida
$564K -$15.3K -103 -3%
MWA
345
Martel Wealth Advisors
Washington
$558K -$23.6K -159 -4%
BB
346
Bell Bank
North Dakota
$554K +$5.04K +34 +0.9%
GFG
347
Goldstone Financial Group
Illinois
$553K -$90.4K -610 -14%
IRAG
348
Investment Research & Advisory Group
Georgia
$551K +$889 +6 +0.2%
Advisory Services Network
349
Advisory Services Network
Georgia
$547K -$11K -74 -2%
OC
350
OxenFree Capital
Florida
$530K +$889 +6 +0.2%