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Vanguard Morningstar Mega Cap Value ETF
MGV

Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
351
Farmers & Merchants Investments Inc
Nebraska
$154K – – –
ABWM
352
Alpine Bank Wealth Management
Colorado
$154K +$148K +1,200 New
AWM
353
Aspire Wealth Management
Massachusetts
$151K – – –
BTI
354
Blue Trust Inc
Georgia
$124K – – –
MCM
355
MV Capital Management
Maryland
$119K – – –
LIS
356
Legacy Investment Solutions
Idaho
$108K +$102K +827 New
LWMI
357
Legacy Wealth Management (Idaho)
Idaho
$108K +$102K +827 New
FGC
358
Financial Gravity Companies
Texas
$108K +$104K +843 New
CAL
359
Capital Analysts LLC
Pennsylvania
$106K – – –
FPFS
360
First Personal Financial Services
North Carolina
$104K – – –
GWM
361
Geneos Wealth Management
Colorado
$102K +$62.1K +503 +174%
GWSG
362
GPS Wealth Strategies Group
Colorado
$93.7K +$36.5K +296 +68%
FCAS
363
First Command Advisory Services
Texas
$90.6K – – –
JIP
364
Jaffetilchin Investment Partners
Florida
$89.2K +$85.8K +695 New
PCMC
365
Planning Capital Management Corporation
Pennsylvania
$85.4K +$82.2K +666 New
SC
366
SouthState Corp
Florida
$80.8K – – –
WCAMG
367
Woodard & Company Asset Management Group
North Carolina
$80.7K – – –
FHA
368
First Horizon Advisors
Tennessee
$73.5K -$3.7K -30 -5%
CFGS
369
Concourse Financial Group Securities
Alabama
$73.1K +$27.8K +225 +65%
APC
370
Aspire Private Capital
North Carolina
$65.4K – – –
HGERS
371
Householder Group Estate & Retirement Specialist
Arizona
$64K -$34.8K -282 -36%
BCWM
372
Bartlett & Co Wealth Management
Ohio
$61.1K – – –
WAM
373
WFA Asset Management
Wisconsin
$60.8K +$28.3K +229 +93%
BFS
374
Bare Financial Services
Pennsylvania
$60.3K – – –
NFA
375
Northwest Financial Advisors
Virginia
$54.1K +$52.1K +422 New
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15
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