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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ABWM
526
Alpine Bank Wealth Management
Colorado
$98.1K +$93.1K +600 New
CFM
527
Compass Financial Management
Florida
$93.3K +$88.6K +571 New
PK
528
Pflug Koory
Nebraska
$89.3K +$155 +1 +0.2%
HIA
529
Harbor Investment Advisory
Maryland
$85K – – –
DF
530
Dunhill Financial
United Kingdom
$79.3K – – –
MWM
531
Mascoma Wealth Management
New Hampshire
$79.3K – – –
SC
532
SouthState Corp
Florida
$78.5K – – –
BCWM
533
Bartlett & Co Wealth Management
Ohio
$74K – – –
S
534
SignatureFD
Georgia
$73.2K – – –
ATPW
535
Ashton Thomas Private Wealth
Arizona
$72.1K +$21.3K +137 +45%
TLA
536
Tanglewood Legacy Advisors
Texas
$70.8K – – –
HAP
537
Harbor Asset Planning
Massachusetts
$66.3K +$310 +2 +0.5%
CSB
538
City State Bank
Iowa
$65.4K – – –
TVWM
539
Tower View Wealth Management
Wisconsin
$65.4K – – –
RMP
540
Richards, Merrill & Peterson
Washington
$61.3K – – –
AWM
541
Angeles Wealth Management
California
$58K – – –
VR
542
Vision Retirement
New Jersey
$54.8K – – –
CIA
543
Cape Investment Advisory
Georgia
$53.7K +$50.9K +328 New
BHWM
544
Bay Harbor Wealth Management
Maryland
$52K +$3.1K +20 +7%
SFG
545
Strive Financial Group
Indiana
$49K – – –
MIM
546
MTM Investment Management
South Carolina
$45.9K – – –
FLP
547
Financial Life Planners
Arizona
$45.4K +$155 +1 +0.4%
KFI
548
Key Financial Inc
Pennsylvania
$44.9K – – –
Franklin Resources
549
Franklin Resources
California
$44.3K – – –
RF
550
Robinswood Financial
Washington
$41.4K – – –