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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSB
501
City State Bank
Iowa
$58K +$44.5K +300 +300%
TVWM
502
Tower View Wealth Management
Wisconsin
$58K +$59.3K +400 New
RMP
503
Richards, Merrill & Peterson
Washington
$54.4K – – –
AWM
504
Angeles Wealth Management
California
$51.5K – – –
VR
505
Vision Retirement
New Jersey
$48.6K – – –
ATPW
506
Ashton Thomas Private Wealth
Arizona
$44.1K +$45K +304 New
BHWM
507
Bay Harbor Wealth Management
Maryland
$43.2K +$9.04K +61 +26%
SFG
508
Strive Financial Group
Indiana
$43K – – –
MIM
509
MTM Investment Management
South Carolina
$40.7K – – –
FLP
510
Financial Life Planners
Arizona
$40K +$40.9K +276 New
KFI
511
Key Financial Inc
Pennsylvania
$39.9K – – –
Franklin Resources
512
Franklin Resources
California
$39.3K – – –
RF
513
Robinswood Financial
Washington
$36.7K – – –
CT
514
Clearstead Trust
Maine
$36.7K – – –
BFS
515
Bare Financial Services
Pennsylvania
$36.5K -$15.3K -103 -29%
Barclays
516
Barclays
United Kingdom
$36.2K +$37K +250 New
BIM
517
Bullseye Investment Management
Ohio
$35.5K – – –
FHC
518
First Horizon Corporation
Tennessee
$33.8K -$1.93K -13 -5%
DWS
519
Dynamic Wealth Strategies
California
$33.2K – – –
TAM
520
Tucker Asset Management
Colorado
$32.4K +$5.48K +37 +20%
KG
521
Kilter Group
New York
$32K – – –
ATC
522
Adirondack Trust Company
New York
$30.4K – – –
RFP
523
Root Financial Partners
California
$29.9K – – –
SWP
524
Strategic Wealth Partners
Ohio
$27K – – –
GSEP
525
Golden State Equity Partners
California
$26.1K +$26.7K +180 New