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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
526
Mascoma Wealth Management
New Hampshire
$79.3K
SC
527
SouthState Corp
Florida
$78.5K
BCWM
528
Bartlett & Co Wealth Management
Ohio
$74K
S
529
SignatureFD
Georgia
$73.2K
ATPW
530
Ashton Thomas Private Wealth
Arizona
$72.1K +$21.3K +137 +45%
TLA
531
Tanglewood Legacy Advisors
Texas
$70.8K
HAP
532
Harbor Asset Planning
Massachusetts
$66.3K +$310 +2 +0.5%
CSB
533
City State Bank
Iowa
$65.4K
TVWM
534
Tower View Wealth Management
Wisconsin
$65.4K
WG
535
Wellington Group
Indiana
$64.1K
RMP
536
Richards, Merrill & Peterson
Washington
$61.3K
AWM
537
Angeles Wealth Management
California
$58K
VR
538
Vision Retirement
New Jersey
$54.8K
CIA
539
Cape Investment Advisory
Georgia
$53.7K +$50.9K +328 New
BHWM
540
Bay Harbor Wealth Management
Maryland
$52K +$3.1K +20 +7%
SFG
541
Strive Financial Group
Indiana
$49K
MIM
542
MTM Investment Management
South Carolina
$45.9K
FLP
543
Financial Life Planners
Arizona
$45.4K +$155 +1 +0.4%
KFI
544
Key Financial Inc
Pennsylvania
$44.9K
Franklin Resources
545
Franklin Resources
California
$44.3K
RF
546
Robinswood Financial
Washington
$41.4K
CT
547
Clearstead Trust
Maine
$41.4K
BFS
548
Bare Financial Services
Pennsylvania
$41.2K
FHC
549
First Horizon Corporation
Tennessee
$38.1K
HFS
550
Hantz Financial Services
Michigan
$38K +$9.93K +64 +38%