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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
401
Pacific Capital Wealth Advisors
California
$296K – – –
AFA
402
Antonelli Financial Advisors
Michigan
$296K -$16.8K -121 -5%
OFO
403
OneAscent Family Office
Alabama
$295K +$33.6K +242 +13%
MFA
404
McClarren Financial Advisors
Pennsylvania
$295K -$150K -1,077 -52%
AGP
405
Aspire Growth Partners
Florida
$290K +$3.06K +22 +1%
LFG
406
Lockerman Financial Group
California
$290K +$417 +3 +0.1%
PFPG
407
Pinnacle Financial Partners (Georgia)
Georgia
$284K +$279K +2,008 New
RW
408
RVW Wealth
California
$282K – – –
TW
409
TritonPoint Wealth
Maryland
$282K – – –
DA
410
Dover Advisors
Virginia
$282K +$22.7K +163 +9%
SFGP
411
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$279K – – –
SWM
412
Spire Wealth Management
Virginia
$274K +$8.34K +60 +3%
SCM
413
Sollinda Capital Management
Florida
$273K +$268K +1,931 New
AFP
414
Ausdal Financial Partners
Iowa
$272K +$268K +1,928 New
TIAA Trust, National Association
415
TIAA Trust, National Association
North Carolina
$272K – – –
VAS
416
Vestmark Advisory Solutions
Massachusetts
$269K +$695 +5 +0.3%
Qube Research & Technologies (QRT)
417
Qube Research & Technologies (QRT)
United Kingdom
$263K +$134K +963 +107%
Thrivent Financial for Lutherans
418
Thrivent Financial for Lutherans
Minnesota
$261K +$2.36K +17 +0.9%
DC
419
Darrow Company
Massachusetts
$261K -$17.4K -125 -6%
A
420
Alongside
Texas
$259K +$255K +1,834 New
V
421
VeraBank
Texas
$257K – – –
IWM
422
IHT Wealth Management
Illinois
$249K -$25.4K -183 -9%
S
423
Sachetta
Massachusetts
$249K +$278 +2 +0.1%
QCG
424
Quadrant Capital Group
Ohio
$248K -$18.2K -131 -7%
ST
425
Sageworth Trust
Pennsylvania
$248K – – –