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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
476
Fifth Third Wealth Advisors
Ohio
$238K – – –
BEI
477
Benjamin Edwards Inc
Missouri
$238K – – –
KeyBank National Association
478
KeyBank National Association
Ohio
$237K +$225K +1,450 New
SHFA
479
SC&H Financial Advisors
Maryland
$237K – – –
GWM
480
Geneos Wealth Management
Colorado
$236K -$44.7K -288 -17%
BAM
481
Belpointe Asset Management
Nevada
$236K +$224K +1,441 New
MCM
482
Morton Capital Management
California
$234K +$222K +1,430 New
CM
483
Cornerstone Management
Georgia
$233K -$25.6K -165 -10%
UF
484
Univest Financial
Pennsylvania
$229K – – –
MWM
485
Modern Wealth Management
Kansas
$229K +$218K +1,403 New
HA
486
Heffernan Advisory
Arizona
$229K +$1.09K +7 +0.5%
SCM
487
Sollinda Capital Management
Florida
$227K – – –
FWP
488
FAS Wealth Partners
Kansas
$226K – – –
BFA
489
Beaumont Financial Advisors
Massachusetts
$226K +$310 +2 +0.1%
TBFA
490
Three Bearings Fiduciary Advisors
New Hampshire
$225K +$30.1K +194 +16%
EI
491
Ethic Inc
New York
$225K +$213K +1,376 New
PRP
492
Peak Retirement Planning
Ohio
$222K +$211K +1,361 New
PSCM
493
Per Stirling Capital Management
Texas
$220K +$209K +1,346 New
IFWM
494
Institute for Wealth Management
Colorado
$218K +$207K +1,333 New
KWS
495
Keystone Wealth Services
California
$214K +$203K +1,309 New
TFS
496
Thoroughbred Financial Services
Tennessee
$213K +$202K +1,305 New
ASCM
497
Adkins Seale Capital Management
Louisiana
$212K – – –
LHWM
498
Lake Hills Wealth Management
Texas
$212K +$201K +1,297 New
PGWA
499
Plus Group Wealth Advisors
Wisconsin
$209K +$199K +1,280 New
BlackRock
500
BlackRock
New York
$208K -$25.9K -167 -12%