We are live on ! Find out more
MGV icon

Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$8.6M +$238K +2,961 +3%
AC
27
Alexandria Capital
Virginia
$8.26M +$27.8K +346 +0.3%
SCM
28
SOL Capital Management
Maryland
$8.22M +$260K +3,231 +3%
KWM
29
Kingsview Wealth Management
Oregon
$8.01M -$1.55M -19,340 -16%
WP
30
WealthShield Partners
North Carolina
$6.56M
FC
31
Ferris Capital
Massachusetts
$6.08M +$999K +12,428 +20%
PFM
32
Phillips Financial Management
Indiana
$5.66M
WB
33
WesBanco Bank
West Virginia
$5.17M +$131K +1,629 +3%
PD
34
Planning Directions
Pennsylvania
$5.09M +$680K +8,459 +16%
UCFA
35
United Capital Financial Advisors
Texas
$5M -$55.2K -687 -1%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$4.99M +$2.09M +26,013 +74%
PAG
37
Private Advisor Group
New Jersey
$4.76M -$120K -1,492 -2%
US Bancorp
38
US Bancorp
Minnesota
$4.44M +$331K +4,117 +8%
SI
39
Stephens Inc
Arkansas
$4.39M +$160K +1,987 +4%
JP Morgan Chase
40
JP Morgan Chase
New York
$4.36M +$722K +8,988 +20%
BDF
41
Black Diamond Financial
Maryland
$4.25M +$90K +1,120 +2%
Kovitz Investment Group Partners
42
Kovitz Investment Group Partners
Illinois
$3.85M -$16.1K -200 -0.4%
ECM
43
ETrade Capital Management
Virginia
$3.74M +$137K +1,707 +4%
M&T Bank
44
M&T Bank
New York
$3.61M
DADC
45
D.A. Davidson & Co
Montana
$3.36M -$32.5K -404 -1%
SPC
46
Sigma Planning Corp
Michigan
$3.26M +$300K +3,731 +10%
NNP
47
Nachman Norwood & Parrott
South Carolina
$3.24M -$32K -398 -1%
Goldman Sachs
48
Goldman Sachs
New York
$2.88M
LWAC
49
Laurel Wealth Advisors (California)
California
$2.63M +$13.5K +168 +0.5%
AWM
50
AE Wealth Management
Kansas
$2.48M +$243K +3,022 +11%