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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$29.5M +$2.28M +19,366 +8%
BPA
27
Beacon Pointe Advisors
California
$28.8M -$586K -4,981 -2%
SIA
28
Strategic Investment Advisors
Michigan
$28.8M +$986K +8,387 +4%
BWP
29
Bernardo Wealth Planning
Pennsylvania
$28.7M -$1.67M -14,184 -6%
BIA
30
BHK Investment Advisors
Alabama
$27.2M -$1.05M -8,968 -4%
GA
31
Greytown Advisors
Florida
$27.1M -$737K -6,269 -3%
ZC
32
Zeit Capital
Colorado
$25.4M -$239K -2,029 -0.9%
AAS
33
Avantax Advisory Services
Texas
$24.7M +$1.29M +10,983 +6%
SAM
34
Smartleaf Asset Management
Massachusetts
$24.4M -$52K -442 -0.2%
CA
35
Capital Advantage
California
$23.6M +$2.46M +20,936 +12%
ONB
36
Old National Bancorp
Indiana
$20.5M -$2.55M -21,693 -11%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$19.2M +$151K +1,283 +0.8%
HI
38
Harbour Investments
Wisconsin
$17.7M +$2.35K +20 +0%
SCM
39
Sheridan Capital Management
California
$17.1M -$266K -2,263 -2%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$16.4M -$496K -4,216 -3%
JP Morgan Chase
41
JP Morgan Chase
New York
$16M -$2.19M -18,642 -12%
BEC
42
Blue Edge Capital
Virginia
$15.8M +$4.13M +35,139 +36%
LIM
43
Leavell Investment Management
Alabama
$15.5M +$738K +6,279 +5%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$15.4M +$891K +7,580 +6%
CAM
45
Cresset Asset Management
Illinois
$14.8M -$70.5K -600 -0.5%
SVCP
46
Silicon Valley Capital Partners
California
$14.5M -$149K -1,267 -1%
SC
47
Savant Capital
Illinois
$14.4M -$7.14M -60,760 -33%
Goldman Sachs
48
Goldman Sachs
New York
$13.7M +$6.39M +54,319 +89%
Creative Planning
49
Creative Planning
Kansas
$12.5M -$59.6K -507 -0.5%
VBWMG
50
Von Berge Wealth Management Group
California
$12.4M +$62.8K +534 +0.5%