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Vanguard Morningstar Mega Cap Value ETF
MGV

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
351
Waterloo Capital
Texas
$428K +$422K +3,034 New
GT
352
GreatBanc Trust
Illinois
$423K – – –
MSFS
353
Main Street Financial Solutions
Pennsylvania
$416K -$9.73K -70 -2%
RLWM
354
RF&L Wealth Management
Massachusetts
$412K – – –
SPW
355
Sonoma Private Wealth
California
$408K – – –
IWC
356
Integrated Wealth Concepts
Massachusetts
$407K -$1.81M -12,985 -82%
RIS
357
Retirement Income Solutions
Michigan
$404K – – –
RWM
358
Ritholtz Wealth Management
New York
$404K – – –
EPW
359
Endeavor Private Wealth
Kansas
$404K +$16.4K +118 +4%
PWMG
360
Prestige Wealth Management Group
New Jersey
$398K – – –
BFG
361
Berger Financial Group
Minnesota
$392K -$2.23K -16 -0.6%
ICP
362
Interchange Capital Partners
Pennsylvania
$390K -$229K -1,646 -37%
EFS
363
Essex Financial Services
Connecticut
$389K +$139 +1 +0%
FA
364
Financial Alternatives
California
$381K – – –
JFG
365
Jefferies Financial Group
New York
$381K +$4.03K +29 +1%
CJ
366
Caitlin John
Michigan
$380K -$23.5K -169 -6%
WS
367
Wedbush Securities
California
$379K +$11.1K +80 +3%
HIP
368
HUB Investment Partners
Texas
$376K -$1.39K -10 -0.4%
PAS
369
Park Avenue Securities
New York
$375K +$45.3K +326 +14%
AR
370
Apeiron RIA
Texas
$374K – – –
ST
371
Spinnaker Trust
Maine
$366K -$19.3K -139 -5%
SB
372
Strategic Blueprint
Georgia
$361K – – –
RL
373
Retireful LLC
Michigan
$356K +$348K +2,505 New
TWP
374
Triad Wealth Partners
Kansas
$355K +$350K +2,517 New
BWA
375
Boulder Wealth Advisors
Colorado
$352K – – –
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15
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