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Vanguard Morningstar Mega Cap Value ETF
MGV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
451
Sound Income Strategies
Florida
$197K +$152K +1,095 +451%
FWP
452
FAS Wealth Partners
Kansas
$196K – – –
ASCM
453
Adkins Seale Capital Management
Louisiana
$184K +$181K +1,300 New
PWA
454
Provenance Wealth Advisors
Florida
$178K – – –
EWM
455
Evolution Wealth Management
Florida
$176K +$50.7K +365 +41%
RPC
456
Rossmore Private Capital
Connecticut
$175K – – –
TBFA
457
Three Bearings Fiduciary Advisors
New Hampshire
$175K +$164K +1,181 New
UB
458
UMB Bank
Missouri
$155K -$2.92K -21 -2%
FMII
459
Farmers & Merchants Investments Inc
Nebraska
$154K – – –
CAL
460
Capital Analysts LLC
Pennsylvania
$138K -$4.03K -29 -3%
EB
461
Eastern Bank
Massachusetts
$134K +$129K +931 +5,476%
CW
462
Curio Wealth
Maryland
$133K -$6.81K -49 -5%
MCM
463
MV Capital Management
Maryland
$131K – – –
DIP
464
DT Investment Partners
Pennsylvania
$121K – – –
SAG
465
SageView Advisory Group
California
$121K +$119K +858 New
CTC
466
Central Trust Company
Missouri
$120K +$118K +848 New
CAM
467
Clarity Asset Management
Iowa
$115K +$139 +1 +0.1%
TCM
468
Triumph Capital Management
Colorado
$114K +$113K +811 New
CIA
469
Cape Investment Advisory
Georgia
$105K +$103K +741 New
FGAM
470
Financial Gravity Asset Management
Texas
$100K – – –
FCAS
471
First Command Advisory Services
Texas
$99.7K – – –
FHA
472
Flagship Harbor Advisors
Massachusetts
$88.4K +$87K +626 New
RF
473
Rossby Financial
Florida
$86.1K +$25.6K +184 +43%
HNB
474
Huntington National Bank
Ohio
$86K – – –
GSWM
475
Golden State Wealth Management
California
$78.1K – – –
17 18
19
20 21