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Vanguard Morningstar Mega Cap Value ETF
MGV

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
376
Essex Financial Services
Connecticut
$400K – – –
RWM
377
Ritholtz Wealth Management
New York
$398K -$17.3K -117 -4%
JFG
378
Jefferies Financial Group
New York
$393K +$2.22K +15 +0.6%
FA
379
Financial Alternatives
California
$392K – – –
OFO
380
OneAscent Family Office
Alabama
$382K +$80.5K +543 +26%
KA
381
Kovack Advisors
Florida
$380K +$67.6K +456 +21%
GSIAS
382
Garden State Investment Advisory Services
New Jersey
$375K +$21.9K +148 +6%
SWM
383
Spire Wealth Management
Virginia
$374K +$94.5K +638 +33%
SB
384
Strategic Blueprint
Georgia
$371K – – –
SIC
385
Sterling Investment Counsel
New York
$370K +$98.5K +665 +35%
RF
386
Rossby Financial
Florida
$370K +$287K +1,934 +317%
VA
387
Valmark Advisers
Ohio
$369K +$14.7K +99 +4%
PAS
388
Park Avenue Securities
New York
$367K -$18.7K -126 -5%
AR
389
Apeiron RIA
Texas
$362K – – –
PA
390
Parallel Advisors
California
$360K – – –
ST
391
Spinnaker Trust
Maine
$358K -$18.7K -126 -5%
ACA
392
Aptus Capital Advisors
Alabama
$356K +$30.4K +205 +9%
AFA
393
AA Financial Advisors
Ohio
$354K +$13K +88 +4%
DIA
394
Dana Investment Advisors
Wisconsin
$351K -$148 -1 -0%
NHC
395
Nicholas Hoffman & Company
Georgia
$345K – – –
CCM
396
Cloud Capital Management
Washington
$336K +$18.7K +126 +6%
VCA
397
Verdence Capital Advisors
Maryland
$332K +$340K +2,294 New
WAS
398
Westco Advisory Services
New York
$332K -$1.19K -8 -0.3%
ANTB
399
AMG National Trust Bank
Colorado
$332K +$28.2K +190 +9%
PL
400
Plancorp LLC
Missouri
$328K – – –
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16
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