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Vanguard Morningstar Mega Cap Value ETF
MGV

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
426
GoalVest Advisory
New York
$16.5K +$17K +132 New
RIL
427
Rothschild Investment LLC
Illinois
$16K – – –
FFA
428
Founders Financial Alliance
North Carolina
$13.1K – – –
NB
429
NBT Bank
New York
$13.1K – – –
BCMLT
430
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.6K +$129 +1 +1%
CSB
431
City State Bank
Iowa
$12.5K – – –
TFGT
432
TS Financial Group (TSFG)
Illinois
$12K – – –
KWAG
433
Kiely Wealth Advisory Group
North Carolina
$11.5K – – –
MCM
434
Mainstream Capital Management
California
$11.2K +$11.6K +90 New
VWM
435
Valley Wealth Managers
New Jersey
$10.9K – – –
OP
436
ORG Partners
Indiana
$10.1K +$10.5K +81 New
IA
437
IFG Advisory
Georgia
$10K +$1.29M +10,000 New
FCT
438
First Community Trust
Iowa
$9.99K – – –
Q1WB
439
Quest 10 Wealth Builders
Virginia
$9.62K +$9.94K +77 New
BF
440
BOK Financial
Oklahoma
$6.8K -$903 -7 -11%
SAM
441
Synergy Asset Management
Washington
$6.8K +$6.84K +53 New
KFI
442
Key Financial Inc
Pennsylvania
$5.62K – – –
GM
443
GeoWealth Management
Illinois
$2.37K – – –
EB
444
Eastern Bank
Massachusetts
$2.12K – – –
CPBTD
445
Central Pacific Bank - Trust Division
Hawaii
$2.12K +$2.19K +17 New
WBC
446
West Branch Capital
Massachusetts
$2K +$2.06K +16 New
GFPC
447
Global Financial Private Client
Florida
$1.75K – – –
BA
448
Bellwether Advisors
Nebraska
$1.5K +$1.55K +12 New
PCFFS
449
Pacific Center for Financial Services
California
$1.5K +$1.55K +12 New
TCM
450
TruNorth Capital Management
Michigan
$999 – – –
16 17
18
19 20