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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
351
PrairieView Partners
Minnesota
$339K
OSAM
352
O'Shaughnessy Asset Management
Connecticut
$330K
PS
353
Principal Securities
Iowa
$329K +$29.5K +235 +10%
FFN
354
Focus Financial Network
Minnesota
$320K +$74K +590 +32%
CCFM
355
Clear Creek Financial Management
Washington
$318K -$351K -2,798 -54%
VA
356
Valmark Advisers
Ohio
$312K
NHC
357
Nicholas Hoffman & Company
Georgia
$312K
KTM
358
Keeler Thomas Management
Utah
$309K +$295K +2,353 New
ACA
359
Aptus Capital Advisors
Alabama
$306K -$125K -996 -30%
SIC
360
Sterling Investment Counsel
New York
$297K +$17.4K +139 +7%
PAS
361
Park Avenue Securities
New York
$297K +$30.1K +240 +12%
MAG
362
M3 Advisory Group
Massachusetts
$294K +$36.5K +291 +15%
PWM
363
Prosperity Wealth Management
California
$293K +$5.02K +40 +2%
PL
364
Plancorp LLC
Missouri
$289K -$6.02K -48 -2%
Kovitz Investment Group Partners
365
Kovitz Investment Group Partners
Illinois
$287K +$1.25K +10 +0.5%
CCM
366
Cloud Capital Management
Washington
$287K
LCM
367
Lazari Capital Management
California
$285K
LI
368
LRI Investments
Florida
$283K
CAC
369
Certified Advisory Corp
Florida
$282K -$6.52K -52 -2%
CL
370
CVFG LLC
Indiana
$281K
PCWA
371
Pacific Capital Wealth Advisors
California
$278K
PCA
372
Prosperity Capital Advisors
Ohio
$278K
ANTB
373
AMG National Trust Bank
Colorado
$276K -$2.51K -20 -0.9%
BFA
374
Brown Financial Advisory
Alabama
$274K +$262K +2,091 New
Bank of New York Mellon
375
Bank of New York Mellon
New York
$274K