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Vanguard Morningstar Mega Cap Value ETF
MGV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
501
Equity Wealth Partners
Missouri
$205K +$194K +1,252 New
ACM
502
Advisors Capital Management
New Jersey
$202K +$192K +1,237 New
IWM
503
IHT Wealth Management
Illinois
$201K -$109K -704 -36%
IAS
504
Integrity Advisory Solutions
Texas
$201K +$190K +1,227 New
KLI
505
Kelman-Lazarov Inc
Tennessee
$200K +$190K +1,224 New
EWM
506
Evolution Wealth Management
Florida
$185K -$17.8K -115 -9%
RRMM
507
Regatta Research & Money Management
Louisiana
$184K +$175K +1,129 New
FMII
508
Farmers & Merchants Investments Inc
Nebraska
$174K – – –
APFP
509
Action Point Financial Planning
Michigan
$169K +$161K +1,036 New
CAL
510
Capital Analysts LLC
Pennsylvania
$160K – – –
MCM
511
MV Capital Management
Maryland
$152K – – –
UB
512
UMB Bank
Missouri
$144K -$9.15K -59 -6%
DIP
513
DT Investment Partners
Pennsylvania
$141K – – –
CTC
514
Central Trust Company
Missouri
$139K – – –
TCM
515
Triumph Capital Management
Colorado
$134K -$1.4K -9 -1%
HNB
516
Huntington National Bank
Ohio
$131K – – –
LFG
517
Larson Financial Group
Missouri
$131K +$55.7K +359 +81%
FGC
518
Financial Gravity Companies
Texas
$116K +$110K +710 New
FCAS
519
First Command Advisory Services
Texas
$115K – – –
BIAS
520
Beacon Investment Advisory Services
New Jersey
$109K – – –
ABWM
521
Alpine Bank Wealth Management
Colorado
$98.1K +$93.1K +600 New
CFM
522
Compass Financial Management
Florida
$93.3K +$88.6K +571 New
PK
523
Pflug Koory
Nebraska
$89.3K +$155 +1 +0.2%
HIA
524
Harbor Investment Advisory
Maryland
$85K – – –
DF
525
Dunhill Financial
United Kingdom
$79.3K – – –
19 20
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