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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
376
Key Financial Inc
Pennsylvania
$5.38K
JWA
377
JFS Wealth Advisors
Pennsylvania
$2.99K
LF
378
LifeSteps Financial
California
$1.67K +$1.59K +14 New
GFPC
379
Global Financial Private Client
Florida
$1.67K
BHWM
380
Beaird Harris Wealth Management
Texas
$1.2K +$1.13K +10 New
TCM
381
TruNorth Capital Management
Michigan
$956 +$906 +8 New
FIM
382
FWL Investment Management
Texas
$239
SW
383
SteelPeak Wealth
California
-$6.83M -62,404 Closed
PT
384
Plimoth Trust
Massachusetts
-$813K -7,435 Closed
EFG
385
Ethos Financial Group
Pennsylvania
-$754K -6,898 Closed
FA
386
FDx Advisors
Illinois
-$572K -5,230 Closed
MWM
387
Meridian Wealth Management
Kentucky
-$547K -4,998 Closed
CSPAM
388
Cary Street Partners Asset Management
Virginia
-$423K -3,867 Closed
WS
389
Wedbush Securities
California
-$393K -3,595 Closed
SAM
390
Secure Asset Management
Michigan
-$391K -3,579 Closed
Jane Street
391
Jane Street
New York
-$334K -3,051 Closed
BFAG
392
Blackston Financial Advisory Group
Florida
-$308K -2,819 Closed
SF
393
Synovus Financial
Georgia
-$284K -2,600 Closed
TC
394
TownSquare Capital
Utah
-$274K -2,506 Closed
EMAM
395
Encompass More Asset Management
California
-$236K -2,158 Closed
CIAS
396
Capital Investment Advisory Services
North Carolina
-$172K -1,573 Closed
Citadel Advisors
397
Citadel Advisors
Florida
-$127K -1,160 Closed
FAIM
398
Financial Advocates Investment Management
Washington
-$215K -1,146 Closed
ASN
399
Advisory Services Network
Georgia
-$101K -920 Closed
RFA
400
Resurgent Financial Advisors
Georgia
-$61.9K -566 Closed