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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
426
Rodgers & Associates
Pennsylvania
$246K – – –
KWM
427
Kingsman Wealth Management
Florida
$243K +$2.5K +18 +1%
BWM
428
Brown Wealth Management
Illinois
$240K +$6.67K +48 +3%
SIC
429
Sterling Investment Counsel
New York
$236K +$263K +1,891 New
PTC
430
Private Trust Company
Ohio
$234K – – –
UBS AM
431
UBS AM
Illinois
$233K +$229K +1,648 New
PI
432
PFG Investments
New York
$232K +$139 +1 +0.1%
OCM
433
One Capital Management
California
$232K – – –
CCFM
434
Clear Creek Financial Management
Washington
$229K – – –
CMAI
435
Capital Management Associates Inc
Minnesota
$227K +$223K +1,606 New
GAA
436
Global Assets Advisory
Florida
$226K -$182K -1,310 -45%
CM
437
Cornerstone Management
Georgia
$225K -$12K -86 -5%
BFA
438
Brown Financial Advisory
Alabama
$224K – – –
GTAM
439
Global Trust Asset Management
Florida
$224K -$475K -3,420 -68%
WSFS
440
Wilmington Savings Fund Society
Delaware
$222K – – –
MF
441
Manchester Financial
California
$220K – – –
SWA
442
Stratos Wealth Advisors
Ohio
$218K – – –
PWM
443
Perigon Wealth Management
California
$212K – – –
OCM
444
Orleans Capital Management
Louisiana
$212K +$209K +1,500 New
PSF
445
Pacific Sun Financial
California
$211K +$208K +1,497 New
UAG
446
United Advisor Group
Ohio
$211K -$31K -223 -13%
JSC
447
Jackson Square Capital
California
$208K – – –
BEI
448
Benjamin Edwards Inc
Missouri
$206K – – –
SHFA
449
SC&H Financial Advisors
Maryland
$204K +$201K +1,448 New
SS
450
SBI Securities
Japan
$204K +$2.36K +17 +1%