We are live on ! Find out more
MGV icon

Vanguard Morningstar Mega Cap Value ETF
MGV

Name Holding Trade Value Shares
Change 		Change in
Stake
XT
376
XTX Topco
Cayman Islands
$479K +$455K +2,933 New
EFS
377
Essex Financial Services
Connecticut
$473K +$21.1K +136 +5%
GSIAS
378
Garden State Investment Advisory Services
New Jersey
$468K +$43K +277 +11%
S4W
379
Solutions 4 Wealth
Texas
$467K -$20.3K -131 -4%
PWMG
380
Prestige Wealth Management Group
New Jersey
$461K – – –
CJ
381
Caitlin John
Michigan
$461K -$5.28K -34 -1%
BFG
382
Berger Financial Group
Minnesota
$452K -$1.55K -10 -0.4%
RWM
383
Ritholtz Wealth Management
New York
$449K – – –
CPA
384
Capital Performance Advisors
California
$448K +$425K +2,741 New
JFG
385
Jefferies Financial Group
New York
$445K +$1.86K +12 +0.4%
PAS
386
Park Avenue Securities
New York
$444K +$27.9K +180 +7%
FA
387
Financial Alternatives
California
$442K +$465 +3 +0.1%
RSWM
388
Robertson Stephens Wealth Management
California
$438K +$416K +2,680 New
OFO
389
OneAscent Family Office
Alabama
$431K +$310 +2 +0.1%
RF
390
Rossby Financial
Florida
$429K +$12.9K +83 +3%
WG
391
Welch Group
Alabama
$428K -$30.6K -197 -7%
EPW
392
Endeavor Private Wealth
Kansas
$419K -$46.5K -300 -10%
AFP
393
Ausdal Financial Partners
Iowa
$417K +$45.6K +294 +13%
VA
394
Valmark Advisers
Ohio
$416K – – –
SWM
395
Spire Wealth Management
Virginia
$416K -$5.28K -34 -1%
DIA
396
Dana Investment Advisors
Wisconsin
$416K +$19.2K +124 +5%
RIS
397
Retirement Income Solutions
Michigan
$415K – – –
FSA
398
Fort Sheridan Advisors
Illinois
$411K -$94.9K -612 -20%
AR
399
Apeiron RIA
Texas
$408K – – –
PA
400
Parallel Advisors
California
$406K – – –
14 15
16
17 18