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Vanguard Morningstar Mega Cap Value ETF
MGV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
501
Prospera Capital Management
Arizona
$207K +$196K +1,263 New
UAG
502
United Advisor Group
Ohio
$206K +$196K +1,263 New
PWA
503
Provenance Wealth Advisors
Florida
$206K – – –
JIC
504
Joel Isaacson & Co
New York
$206K +$195K +1,260 New
DI
505
Disciplined Investors
Texas
$206K +$195K +1,259 New
EWP
506
Equity Wealth Partners
Missouri
$205K +$194K +1,252 New
ACM
507
Advisors Capital Management
New Jersey
$202K +$192K +1,237 New
IWM
508
IHT Wealth Management
Illinois
$201K -$109K -704 -36%
IAS
509
Integrity Advisory Solutions
Texas
$201K +$190K +1,227 New
KLI
510
Kelman-Lazarov Inc
Tennessee
$200K +$190K +1,224 New
EWM
511
Evolution Wealth Management
Florida
$185K -$17.8K -115 -9%
RRMM
512
Regatta Research & Money Management
Louisiana
$184K +$175K +1,129 New
FMII
513
Farmers & Merchants Investments Inc
Nebraska
$174K – – –
APFP
514
Action Point Financial Planning
Michigan
$169K +$161K +1,036 New
CAL
515
Capital Analysts LLC
Pennsylvania
$160K – – –
MCM
516
MV Capital Management
Maryland
$152K – – –
UB
517
UMB Bank
Missouri
$144K -$9.15K -59 -6%
DIP
518
DT Investment Partners
Pennsylvania
$141K – – –
CTC
519
Central Trust Company
Missouri
$139K – – –
TCM
520
Triumph Capital Management
Colorado
$134K -$1.4K -9 -1%
HNB
521
Huntington National Bank
Ohio
$131K – – –
LFG
522
Larson Financial Group
Missouri
$131K +$55.7K +359 +81%
FGC
523
Financial Gravity Companies
Texas
$116K +$110K +710 New
FCAS
524
First Command Advisory Services
Texas
$115K – – –
BIAS
525
Beacon Investment Advisory Services
New Jersey
$109K – – –
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