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Vanguard Morningstar Mega Cap Value ETF
MGV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
501
Dynamic Wealth Strategies
California
$32.3K – – –
KG
502
Kilter Group
New York
$31.2K – – –
ATC
503
Adirondack Trust Company
New York
$29.6K – – –
RFP
504
Root Financial Partners
California
$29.1K -$139 -1 -0.5%
SWP
505
Strategic Wealth Partners
Ohio
$26.3K +$3.75K +27 +17%
TAM
506
Tucker Asset Management
Colorado
$26.2K +$25.9K +186 New
TSMHT
507
Thurston Springer Miller Herd & Titak
Indiana
$23.3K +$22.9K +165 New
SRCM
508
Signature Resources Capital Management
California
$22.6K +$22.2K +160 New
DJSG
509
D.J. St. Germain
Massachusetts
$22.2K – – –
NS
510
NBC Securities
Alabama
$21.5K – – –
SA
511
Seneschal Advisors
Washington
$21.2K – – –
B
512
Birchbrook
Maine
$21.2K +$20.9K +150 New
AIM
513
Anchor Investment Management
South Carolina
$20.9K – – –
HFS
514
Hantz Financial Services
Michigan
$20K – – –
SWA
515
SOA Wealth Advisors
New York
$19.9K – – –
CAM
516
Costello Asset Management
Pennsylvania
$19.7K +$278 +2 +1%
NFSG
517
Newbridge Financial Services Group
Florida
$19.3K +$19K +137 New
NEWAS
518
N.E.W. Advisory Services
Wisconsin
$19.2K – – –
RIL
519
Rothschild Investment LLC
Illinois
$18.1K – – –
GCM
520
Gunpowder Capital Management
Maryland
$17.9K +$17.7K +127 New
SEP
521
Signature Equity Partners
Ohio
$16.4K +$16.1K +116 New
FA
522
Financial Avengers
California
$14.2K – – –
CSB
523
City State Bank
Iowa
$14.1K – – –
MWA
524
Medallion Wealth Advisors
Connecticut
$14.1K – – –
BTI
525
Blue Trust Inc
Georgia
$14.1K +$13.9K +100 New
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