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Vanguard Morningstar Mega Cap Value ETF
MGV

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
426
Curio Wealth
Maryland
$128K +$122K +973 +16,217%
MCM
427
MV Capital Management
Maryland
$122K – – –
EWM
428
Evolution Wealth Management
Florida
$116K +$111K +883 New
DIP
429
DT Investment Partners
Pennsylvania
$113K – – –
FGC
430
Financial Gravity Companies
Texas
$97.5K +$93.2K +743 New
FCAS
431
First Command Advisory Services
Texas
$92.6K – – –
PK
432
Pflug Koory
Nebraska
$86.3K +$82.5K +658 New
SC
433
SouthState Corp
Florida
$82.7K – – –
GWSG
434
GPS Wealth Strategies Group
Colorado
$81.1K -$2.26K -18 -3%
FHA
435
First Horizon Advisors
Tennessee
$80K – – –
HNB
436
Huntington National Bank
Ohio
$79.9K – – –
CAM
437
Clarity Asset Management
Iowa
$77.3K +$64.5K +514 +685%
BCWM
438
Bartlett & Co Wealth Management
Ohio
$76.9K +$13.4K +107 +22%
GSWM
439
Golden State Wealth Management
California
$72.6K – – –
MWM
440
Mascoma Wealth Management
New Hampshire
$63.6K – – –
BCMLT
441
Beacon Capital Management LLC (Tennessee)
Tennessee
$58.2K – – –
TLA
442
Tanglewood Legacy Advisors
Texas
$56.8K – – –
WCAMG
443
Woodard & Company Asset Management Group
North Carolina
$53.1K -$502 -4 -1%
AWM
444
Angeles Wealth Management
California
$46.6K – – –
BFS
445
Bare Financial Services
Pennsylvania
$46.6K – – –
RF
446
Rossby Financial
Florida
$46.4K -$2.01K -16 -4%
S
447
SignatureFD
Georgia
$44.7K – – –
TWC
448
TD Waterhouse Canada
Ontario, Canada
$39.5K -$1.76K -14 -4%
RWA
449
Redmont Wealth Advisors
Illinois
$39K – – –
HAP
450
Harbor Asset Planning
Massachusetts
$37.3K +$35.7K +285 New
16 17
18
19 20