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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$35.8M +$2.45M +19,838 +8%
SIA
27
Strategic Investment Advisors
Michigan
$32.6M +$1.45M +11,763 +5%
BWP
28
Bernardo Wealth Planning
Pennsylvania
$29.9M -$1.67M -13,555 -6%
BPA
29
Beacon Pointe Advisors
California
$29.2M -$1.85M -14,990 -6%
BIA
30
BHK Investment Advisors
Alabama
$29.2M -$254K -2,057 -0.9%
ZC
31
Zeit Capital
Colorado
$27.2M -$310K -2,507 -1%
SAM
32
Smartleaf Asset Management
Massachusetts
$26.5M +$159K +1,288 +0.6%
AAS
33
Avantax Advisory Services
Texas
$26.1M -$544K -4,405 -2%
RWA
34
Redhawk Wealth Advisors
Minnesota
$25.6M +$24.6M +199,206 New
CA
35
Capital Advantage
California
$25.3M -$193K -1,566 -0.8%
BPAMU
36
BTG Pactual Asset Management US
New York
$25M +$24.1M +195,051 New
SC
37
Savant Capital
Illinois
$22.8M +$6.94M +56,245 +46%
ONB
38
Old National Bancorp
Indiana
$21.2M -$916K -7,421 -4%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$21M +$202K +1,637 +1%
MFG
40
Marmo Financial Group
Tennessee
$20.7M +$9.55M +77,368 +92%
HI
41
Harbour Investments
Wisconsin
$20.6M +$1.29M +10,468 +7%
BEC
42
Blue Edge Capital
Virginia
$19.2M +$1.98M +16,019 +12%
SCM
43
Sheridan Capital Management
California
$18.5M -$31.4K -254 -0.2%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$18.2M +$1.43M +11,567 +9%
LIM
45
Leavell Investment Management
Alabama
$17.4M +$702K +5,689 +4%
BWM
46
Brophy Wealth Management
New Hampshire
$16.7M +$16.1M +130,530 New
AWM
47
Avior Wealth Management
Nebraska
$16.1M +$3.64M +29,501 +31%
CAM
48
Cresset Asset Management
Illinois
$16M +$55.4K +449 +0.4%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$14.7M -$2.91M -23,556 -17%
JP Morgan Chase
50
JP Morgan Chase
New York
$14.1M -$3.12M -25,234 -19%