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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
$41.3M +$3.11M +24,807 +9%
PFA
27
Pure Financial Advisors
California
$37.2M +$167K +1,332 +0.5%
BWP
28
Bernardo Wealth Planning
Pennsylvania
$31.1M -$172K -1,368 -0.6%
AA
29
Apriem Advisors
California
$29.5M +$11.3M +90,468 +67%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$27.3M +$4.39M +34,991 +20%
SAM
31
Smartleaf Asset Management
Massachusetts
$27.3M +$253K +2,015 +1%
BPA
32
Beacon Pointe Advisors
California
$26.7M +$74.6K +595 +0.3%
BIA
33
BHK Investment Advisors
Alabama
$26.7M -$80.1K -639 -0.3%
CA
34
Capital Advantage
California
$26.1M -$21.2K -169 -0.1%
BPAMU
35
BTG Pactual Asset Management US
New York
$25.9M +$1.21M +9,677 +5%
ZC
36
Zeit Capital
Colorado
$25.1M +$131K +1,043 +0.5%
AAS
37
Avantax Advisory Services
Texas
$23.3M -$1.3M -10,389 -6%
EPP
38
ETF Portfolio Partners
Kansas
$22.3M -$122K -975 -0.6%
MFG
39
Marmo Financial Group
Tennessee
$22.1M +$329K +2,627 +2%
BEC
40
Blue Edge Capital
Virginia
$22M -$255K -2,031 -1%
LIM
41
Leavell Investment Management
Alabama
$21.6M +$580K +4,625 +3%
MIC
42
Means Investment Company
Maine
$21.4M -$1.16M -9,249 -5%
SC
43
Savant Capital
Illinois
$20.6M -$350K -2,794 -2%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$19.6M +$5.11M +40,769 +38%
GK
45
Graney & King
New York
$19.3M +$15.4M +122,413 +493%
HI
46
Harbour Investments
Wisconsin
$19.1M +$115K +916 +0.6%
AFA
47
AllGen Financial Advisors
Florida
$18.5M +$17.7M +141,057 New
TAM
48
Titleist Asset Management
Texas
$17.9M +$4.54M +36,219 +36%
AWM
49
Avior Wealth Management
Nebraska
$17.8M +$1.35M +10,792 +9%
WANY
50
Wealthspire Advisors (New York)
New York
$17.4M -$2.55M -20,352 -13%