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Vanguard Morningstar Mega Cap Value ETF
MGV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
376
Prestige Wealth Management Group
New Jersey
$461K – – –
CJ
377
Caitlin John
Michigan
$461K -$5.28K -34 -1%
BFG
378
Berger Financial Group
Minnesota
$452K -$1.55K -10 -0.4%
RWM
379
Ritholtz Wealth Management
New York
$449K – – –
CPA
380
Capital Performance Advisors
California
$448K +$425K +2,741 New
JFG
381
Jefferies Financial Group
New York
$445K +$1.86K +12 +0.4%
PAS
382
Park Avenue Securities
New York
$444K +$27.9K +180 +7%
FA
383
Financial Alternatives
California
$442K +$465 +3 +0.1%
RSWM
384
Robertson Stephens Wealth Management
California
$438K +$416K +2,680 New
OFO
385
OneAscent Family Office
Alabama
$431K +$310 +2 +0.1%
RF
386
Rossby Financial
Florida
$429K +$12.9K +83 +3%
WG
387
Welch Group
Alabama
$428K -$30.6K -197 -7%
EPW
388
Endeavor Private Wealth
Kansas
$419K -$46.5K -300 -10%
AFP
389
Ausdal Financial Partners
Iowa
$417K +$45.6K +294 +13%
VA
390
Valmark Advisers
Ohio
$416K – – –
SWM
391
Spire Wealth Management
Virginia
$416K -$5.28K -34 -1%
DIA
392
Dana Investment Advisors
Wisconsin
$416K +$19.2K +124 +5%
RIS
393
Retirement Income Solutions
Michigan
$415K – – –
FSA
394
Fort Sheridan Advisors
Illinois
$411K -$94.9K -612 -20%
AR
395
Apeiron RIA
Texas
$408K – – –
PA
396
Parallel Advisors
California
$406K – – –
ST
397
Spinnaker Trust
Maine
$402K -$1.09K -7 -0.3%
SIC
398
Sterling Investment Counsel
New York
$402K -$15.2K -98 -4%
AFA
399
AA Financial Advisors
Ohio
$399K – – –
VF
400
Virtu Financial
New York
$397K -$526K -3,390 -58%
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