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Vanguard Morningstar Mega Cap Value ETF
MGV

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
351
UMB Bank
Missouri
$161K – – –
FMII
352
Farmers & Merchants Investments Inc
Nebraska
$154K – – –
ABWM
353
Alpine Bank Wealth Management
Colorado
$154K +$148K +1,200 New
AWM
354
Aspire Wealth Management
Massachusetts
$151K – – –
BTI
355
Blue Trust Inc
Georgia
$124K – – –
MCM
356
MV Capital Management
Maryland
$119K – – –
LIS
357
Legacy Investment Solutions
Idaho
$108K +$102K +827 New
LWMI
358
Legacy Wealth Management (Idaho)
Idaho
$108K +$102K +827 New
FGC
359
Financial Gravity Companies
Texas
$108K +$104K +843 New
CAL
360
Capital Analysts LLC
Pennsylvania
$106K – – –
FPFS
361
First Personal Financial Services
North Carolina
$104K – – –
GWM
362
Geneos Wealth Management
Colorado
$102K +$62.1K +503 +174%
GWSG
363
GPS Wealth Strategies Group
Colorado
$93.7K +$36.5K +296 +68%
FCAS
364
First Command Advisory Services
Texas
$90.6K – – –
JIP
365
Jaffetilchin Investment Partners
Florida
$89.2K +$85.8K +695 New
PCMC
366
Planning Capital Management Corporation
Pennsylvania
$85.4K +$82.2K +666 New
SC
367
SouthState Corp
Florida
$80.8K – – –
WCAMG
368
Woodard & Company Asset Management Group
North Carolina
$80.7K – – –
FHA
369
First Horizon Advisors
Tennessee
$73.5K -$3.7K -30 -5%
CFGS
370
Concourse Financial Group Securities
Alabama
$73.1K +$27.8K +225 +65%
APC
371
Aspire Private Capital
North Carolina
$65.4K – – –
HGERS
372
Householder Group Estate & Retirement Specialist
Arizona
$64K -$34.8K -282 -36%
BCWM
373
Bartlett & Co Wealth Management
Ohio
$61.1K – – –
WAM
374
WFA Asset Management
Wisconsin
$60.8K +$28.3K +229 +93%
BFS
375
Bare Financial Services
Pennsylvania
$60.3K – – –
13 14
15
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