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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
451
BlackRock
New York
$203K +$32K +230 +19%
FTWA
452
Fifth Third Wealth Advisors
Ohio
$202K -$4.17K -30 -2%
SIS
453
Sound Income Strategies
Florida
$197K +$152K +1,095 +451%
FWP
454
FAS Wealth Partners
Kansas
$196K – – –
ASCM
455
Adkins Seale Capital Management
Louisiana
$184K +$181K +1,300 New
PWA
456
Provenance Wealth Advisors
Florida
$178K – – –
EWM
457
Evolution Wealth Management
Florida
$176K +$50.7K +365 +41%
RPC
458
Rossmore Private Capital
Connecticut
$175K – – –
TBFA
459
Three Bearings Fiduciary Advisors
New Hampshire
$175K +$164K +1,181 New
UB
460
UMB Bank
Missouri
$155K -$2.92K -21 -2%
FMII
461
Farmers & Merchants Investments Inc
Nebraska
$154K – – –
CAL
462
Capital Analysts LLC
Pennsylvania
$138K -$4.03K -29 -3%
EB
463
Eastern Bank
Massachusetts
$134K +$129K +931 +5,476%
CW
464
Curio Wealth
Maryland
$133K -$6.81K -49 -5%
MCM
465
MV Capital Management
Maryland
$131K – – –
DIP
466
DT Investment Partners
Pennsylvania
$121K – – –
SAG
467
SageView Advisory Group
California
$121K +$119K +858 New
CTC
468
Central Trust Company
Missouri
$120K +$118K +848 New
CAM
469
Clarity Asset Management
Iowa
$115K +$139 +1 +0.1%
TCM
470
Triumph Capital Management
Colorado
$114K +$113K +811 New
CIA
471
Cape Investment Advisory
Georgia
$105K +$103K +741 New
FGAM
472
Financial Gravity Asset Management
Texas
$100K – – –
FCAS
473
First Command Advisory Services
Texas
$99.7K – – –
FHA
474
Flagship Harbor Advisors
Massachusetts
$88.4K +$87K +626 New
RF
475
Rossby Financial
Florida
$86.1K +$25.6K +184 +43%