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Vanguard Morningstar Mega Cap Value ETF
MGV

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
501
First Horizon Corporation
Tennessee
$34.7K – – –
BIM
502
Bullseye Investment Management
Ohio
$34.6K +$34.1K +245 New
BHWM
503
Bay Harbor Wealth Management
Maryland
$33.5K +$33K +237 New
DWS
504
Dynamic Wealth Strategies
California
$32.3K – – –
KG
505
Kilter Group
New York
$31.2K – – –
ATC
506
Adirondack Trust Company
New York
$29.6K – – –
RFP
507
Root Financial Partners
California
$29.1K -$139 -1 -0.5%
SWP
508
Strategic Wealth Partners
Ohio
$26.3K +$3.75K +27 +17%
TAM
509
Tucker Asset Management
Colorado
$26.2K +$25.9K +186 New
TSMHT
510
Thurston Springer Miller Herd & Titak
Indiana
$23.3K +$22.9K +165 New
SRCM
511
Signature Resources Capital Management
California
$22.6K +$22.2K +160 New
DJSG
512
D.J. St. Germain
Massachusetts
$22.2K – – –
NS
513
NBC Securities
Alabama
$21.5K – – –
SA
514
Seneschal Advisors
Washington
$21.2K – – –
B
515
Birchbrook
Maine
$21.2K +$20.9K +150 New
AIM
516
Anchor Investment Management
South Carolina
$20.9K – – –
HFS
517
Hantz Financial Services
Michigan
$20K – – –
SWA
518
SOA Wealth Advisors
New York
$19.9K – – –
CAM
519
Costello Asset Management
Pennsylvania
$19.7K +$278 +2 +1%
NFSG
520
Newbridge Financial Services Group
Florida
$19.3K +$19K +137 New
NEWAS
521
N.E.W. Advisory Services
Wisconsin
$19.2K – – –
RIL
522
Rothschild Investment LLC
Illinois
$18.1K – – –
GCM
523
Gunpowder Capital Management
Maryland
$17.9K +$17.7K +127 New
SEP
524
Signature Equity Partners
Ohio
$16.4K +$16.1K +116 New
FA
525
Financial Avengers
California
$14.2K – – –
19 20
21
22 23