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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
376
Triad Wealth Partners
Kansas
$355K +$350K +2,517 New
BWA
377
Boulder Wealth Advisors
Colorado
$352K – – –
PA
378
Parallel Advisors
California
$351K – – –
VA
379
Valmark Advisers
Ohio
$345K +$9.59K +69 +3%
GSIAS
380
Garden State Investment Advisory Services
New Jersey
$344K -$54.6K -393 -14%
DIA
381
Dana Investment Advisors
Wisconsin
$342K -$7.65K -55 -2%
VCP
382
Verus Capital Partners
Arizona
$342K +$336K +2,420 New
NHC
383
Nicholas Hoffman & Company
Georgia
$336K – – –
AFA
384
AA Financial Advisors
Ohio
$332K +$327K +2,354 New
FFN
385
Focus Financial Network
Minnesota
$331K -$29.2K -210 -8%
WAS
386
Westco Advisory Services
New York
$325K +$320K +2,301 New
PWM
387
Prosperity Wealth Management
California
$321K +$16.5K +119 +6%
ACA
388
Aptus Capital Advisors
Alabama
$318K +$4.03K +29 +1%
CL
389
CVFG LLC
Indiana
$315K +$1.39K +10 +0.5%
PL
390
Plancorp LLC
Missouri
$311K – – –
CCM
391
Cloud Capital Management
Washington
$309K -$834 -6 -0.3%
LCM
392
Lazari Capital Management
California
$306K – – –
CAM
393
Concorde Asset Management
Michigan
$306K +$1.67K +12 +0.6%
KAS
394
KPP Advisory Services
Kentucky
$306K +$15.2K +109 +5%
KA
395
Kovack Advisors
Florida
$305K +$300K +2,161 New
LI
396
LRI Investments
Florida
$305K – – –
CAC
397
Certified Advisory Corp
Florida
$305K +$278 +2 +0.1%
Betterment LLC
398
Betterment LLC
New York
$303K -$93.3K -671 -24%
MAG
399
M3 Advisory Group
Massachusetts
$297K -$11.4K -82 -4%
ANTB
400
AMG National Trust Bank
Colorado
$296K – – –