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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
26
Strategic Investment Advisors
Michigan
$10.7M +$7.5M +91,458 +290%
AWM
27
Avior Wealth Management
Nebraska
$10.5M -$567K -6,910 -5%
DWP
28
Destiny Wealth Partners
Florida
$9.36M +$8.84M +107,754 New
SC
29
Savant Capital
Illinois
$9.22M -$309K -3,773 -3%
SCM
30
SOL Capital Management
Maryland
$8.48M +$75.1K +916 +0.9%
SAMT
31
Select Asset Management & Trust
Pennsylvania
$8.12M +$7.67M +93,547 New
BWP
32
Bernardo Wealth Planning
Pennsylvania
$7.88M +$483K +5,893 +7%
Stifel Financial
33
Stifel Financial
Missouri
$7.75M -$320K -3,899 -4%
AC
34
Alexandria Capital
Virginia
$7.32M -$375K -4,573 -5%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$6.82M +$4.06M +49,525 +170%
TCBWMS
36
Texas Capital Bank Wealth Management Services
Texas
$6.66M -$1.69M -20,573 -21%
HB
37
Homrich & Berg
Georgia
$6.29M +$158K +1,924 +3%
NFG
38
NewFocus Financial Group
Washington
$6.29M +$200K +2,441 +3%
WP
39
WealthShield Partners
North Carolina
$6.03M -$10.3K -125 -0.2%
PFM
40
Phillips Financial Management
Indiana
$6.01M +$52.6K +641 +0.9%
BEC
41
Blue Edge Capital
Virginia
$6M +$5.67M +69,087 New
SI
42
Stephens Inc
Arkansas
$5.64M +$114K +1,393 +2%
US Bancorp
43
US Bancorp
Minnesota
$5.54M +$5.5K +67 +0.1%
CP
44
Capital Planning
Washington
$5.46M +$5.16M +62,845 New
PD
45
Planning Directions
Pennsylvania
$5.15M +$213K +2,598 +5%
CFAM
46
Center For Asset Management
Florida
$4.79M +$4.53M +55,182 New
PAG
47
Private Advisor Group
New Jersey
$4.65M +$251K +3,057 +6%
UCFA
48
United Capital Financial Advisors
Texas
$4.5M -$28.3K -345 -0.7%
CCA
49
Checchi Capital Advisers
California
$4.32M +$1.36M +16,549 +50%
DADC
50
D.A. Davidson & Co
Montana
$4.28M +$453K +5,518 +13%