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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFGP
426
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$329K +$40.5K +261 +15%
RW
427
RVW Wealth
California
$327K
TW
428
TritonPoint Wealth
Maryland
$327K
TP
429
TritonPoint Partners
Maryland
$327K +$310K +2,000 New
RL
430
Retireful LLC
Michigan
$325K +$309K +1,990 New
BWM
431
Brown Wealth Management
Illinois
$325K +$3.26K +21 +1%
SB
432
Strategic Blueprint
Georgia
$323K -$90K -580 -23%
CAC
433
Certified Advisory Corp
Florida
$319K -$22.8K -147 -7%
Vanguard National Trust
434
Vanguard National Trust
Pennsylvania
$313K
VAS
435
Vestmark Advisory Solutions
Massachusetts
$313K +$465 +3 +0.2%
FPAS
436
Focus Partners Advisor Solutions
Missouri
$311K
SAW
437
Signal Advisors Wealth
Michigan
$311K +$295K +1,901 New
VT
438
Vise Technologies
New York
$310K +$294K +1,898 New
PI
439
PFG Investments
New York
$310K +$39.1K +252 +15%
WS
440
Wedbush Securities
California
$304K
DC
441
Darrow Company
Massachusetts
$303K +$931 +6 +0.3%
IC
442
IEQ Capital
California
$303K +$287K +1,852 New
DWM
443
Dakota Wealth Management
Florida
$291K +$277K +1,783 New
ST
444
Sageworth Trust
Pennsylvania
$287K
NAS
445
NWF Advisory Services
California
$286K +$25.8K +166 +10%
CF
446
Clarity Financial
Texas
$286K
KWM
447
Kingsman Wealth Management
Florida
$284K +$1.09K +7 +0.4%
RA
448
Rodgers & Associates
Pennsylvania
$280K -$4.65K -30 -2%
S
449
Sachetta
Massachusetts
$275K -$13.3K -86 -5%
MPPHD
450
Maloon Powers Pitre Higgins & Dennehy
California
$271K +$257K +1,656 New