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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
26
BHK Investment Advisors
Alabama
$26.3M -$3.15M -24,356 -11%
SAM
27
Smartleaf Asset Management
Massachusetts
$26.2M -$254K -1,966 -0.9%
BPA
28
Beacon Pointe Advisors
California
$26.2M -$2.05M -15,871 -7%
CA
29
Capital Advantage
California
$24.9M
ZC
30
Zeit Capital
Colorado
$24.5M +$705K +5,454 +3%
BPAMU
31
BTG Pactual Asset Management US
New York
$24.2M +$366K +2,828 +2%
AAS
32
Avantax Advisory Services
Texas
$24.2M +$345K +2,672 +1%
JP Morgan Chase
33
JP Morgan Chase
New York
$22.8M +$8.75M +67,650 +62%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$22.3M +$536K +4,147 +2%
MIC
35
Means Investment Company
Maine
$22.2M -$43.2M -333,814 -66%
EPP
36
ETF Portfolio Partners
Kansas
$22M -$10.9M -84,507 -33%
BEC
37
Blue Edge Capital
Virginia
$21.9M -$49K -379 -0.2%
Osaic Holdings
38
Osaic Holdings
Arizona
$21.5M -$24.1M -186,281 -53%
MFG
39
Marmo Financial Group
Tennessee
$21.3M +$808K +6,252 +4%
SC
40
Savant Capital
Illinois
$20.6M -$1.35M -10,411 -6%
LIM
41
Leavell Investment Management
Alabama
$20.5M +$1.56M +12,028 +8%
WANY
42
Wealthspire Advisors (New York)
New York
$19.7M +$10M +77,566 +102%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$19.3M +$6.39M +49,434 +49%
SCM
44
Sheridan Capital Management
California
$19M +$273K +2,113 +1%
HI
45
Harbour Investments
Wisconsin
$18.6M -$1.84M -14,229 -9%
AA
46
Apriem Advisors
California
$17.3M +$9.34M +72,249 +116%
CAM
47
Cresset Asset Management
Illinois
$16.2M +$123K +951 +0.8%
MWA
48
MFA Wealth Advisors
Pennsylvania
$16.2M +$272K +2,104 +2%
AWM
49
Avior Wealth Management
Nebraska
$16.1M -$101K -782 -0.6%
AWS
50
Atria Wealth Solutions
New York
$15.7M +$325K +2,515 +2%