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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
351
Pillar Financial Advisors
Kentucky
$509K
BCA
352
Bay Capital Advisors
Virginia
$507K
VAG
353
VisionPoint Advisory Group
Texas
$507K +$38.2K +258 +8%
WI
354
Westbourne Investments
Virginia
$501K
Bessemer Group
355
Bessemer Group
New Jersey
$488K
DWAM
356
Duncan Williams Asset Management
Tennessee
$486K
LA
357
LWM Advisors
California
$482K +$2.96K +20 +0.6%
FFW
358
Fusion Family Wealth
New York
$477K
MWA
359
Monograph Wealth Advisors
California
$472K
BWM
360
BCO Wealth Management
New Mexico
$470K
AT
361
Avalon Trust
New Mexico
$469K
PS
362
Principal Securities
Iowa
$457K +$13.3K +90 +3%
NW
363
NewEdge Wealth
Pennsylvania
$457K +$2.07K +14 +0.4%
NRG
364
Nemes Rush Group
Michigan
$454K
FSA
365
Fort Sheridan Advisors
Illinois
$453K -$15.7K -106 -3%
S4W
366
Solutions 4 Wealth
Texas
$433K +$443K +2,990 New
MSFS
367
Main Street Financial Solutions
Pennsylvania
$428K +$148 +1 +0%
RLWM
368
RF&L Wealth Management
Massachusetts
$424K
RIS
369
Retirement Income Solutions
Michigan
$415K
FWA
370
FSC Wealth Advisors
New York
$415K -$2.32M -15,647 -85%
EPW
371
Endeavor Private Wealth
Kansas
$415K
CJ
372
Caitlin John
Michigan
$414K +$24.4K +165 +6%
PWMG
373
Prestige Wealth Management Group
New Jersey
$409K
WG
374
Welch Group
Alabama
$408K -$38.4K -259 -8%
BFG
375
Berger Financial Group
Minnesota
$402K -$593 -4 -0.1%