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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
476
Belpointe Asset Management
Nevada
$236K +$224K +1,441 New
MCM
477
Morton Capital Management
California
$234K +$222K +1,430 New
CM
478
Cornerstone Management
Georgia
$233K -$25.6K -165 -10%
UF
479
Univest Financial
Pennsylvania
$229K
MWM
480
Modern Wealth Management
Kansas
$229K +$218K +1,403 New
HA
481
Heffernan Advisory
Arizona
$229K +$1.09K +7 +0.5%
SCM
482
Sollinda Capital Management
Florida
$227K
FWP
483
FAS Wealth Partners
Kansas
$226K
BFA
484
Beaumont Financial Advisors
Massachusetts
$226K +$310 +2 +0.1%
TBFA
485
Three Bearings Fiduciary Advisors
New Hampshire
$225K +$30.1K +194 +16%
EI
486
Ethic Inc
New York
$225K +$213K +1,376 New
PRP
487
Peak Retirement Planning
Ohio
$222K +$211K +1,361 New
PSCM
488
Per Stirling Capital Management
Texas
$220K +$209K +1,346 New
IFWM
489
Institute for Wealth Management
Colorado
$218K +$207K +1,333 New
KWS
490
Keystone Wealth Services
California
$214K +$203K +1,309 New
TFS
491
Thoroughbred Financial Services
Tennessee
$213K +$202K +1,305 New
ASCM
492
Adkins Seale Capital Management
Louisiana
$212K
LHWM
493
Lake Hills Wealth Management
Texas
$212K +$201K +1,297 New
PGWA
494
Plus Group Wealth Advisors
Wisconsin
$209K +$199K +1,280 New
BlackRock
495
BlackRock
New York
$208K -$25.9K -167 -12%
PCM
496
Prospera Capital Management
Arizona
$207K +$196K +1,263 New
UAG
497
United Advisor Group
Ohio
$206K +$196K +1,263 New
PWA
498
Provenance Wealth Advisors
Florida
$206K
JIC
499
Joel Isaacson & Co
New York
$206K +$195K +1,260 New
DI
500
Disciplined Investors
Texas
$206K +$195K +1,259 New