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Vanguard Morningstar Mega Cap Value ETF
MGV

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
551
Clearstead Trust
Maine
$41.4K – – –
BFS
552
Bare Financial Services
Pennsylvania
$41.2K – – –
BIM
553
Bullseye Investment Management
Ohio
$40K – – –
FHC
554
First Horizon Corporation
Tennessee
$38.1K – – –
HFS
555
Hantz Financial Services
Michigan
$38K +$9.93K +64 +38%
DWS
556
Dynamic Wealth Strategies
California
$37.4K – – –
TAM
557
Tucker Asset Management
Colorado
$36.6K +$155 +1 +0.4%
KG
558
Kilter Group
New York
$36.1K – – –
ATC
559
Adirondack Trust Company
New York
$34.3K – – –
DF
560
Downshift Financial
Colorado
$32.9K +$31.3K +202 New
NFSG
561
Newbridge Financial Services Group
Florida
$30.3K +$7.45K +48 +35%
KTC
562
Kentucky Trust Company
Kentucky
$28.9K +$27.5K +177 New
SRCM
563
Signature Resources Capital Management
California
$27.3K – – –
SWP
564
Strategic Wealth Partners
Ohio
$26K -$4.19K -27 -15%
DJSG
565
D.J. St. Germain
Massachusetts
$25.7K – – –
NS
566
NBC Securities
Alabama
$24.8K – – –
SA
567
Seneschal Advisors
Washington
$24.5K – – –
GA
568
GoalVest Advisory
New York
$23.9K +$22.6K +146 New
CAM
569
Costello Asset Management
Pennsylvania
$23.1K – – –
SWA
570
SOA Wealth Advisors
New York
$23K – – –
NEWAS
571
N.E.W. Advisory Services
Wisconsin
$22.2K – – –
RIL
572
Rothschild Investment LLC
Illinois
$20.9K – – –
SEP
573
Signature Equity Partners
Ohio
$19K +$155 +1 +0.9%
TWC
574
TD Waterhouse Canada
Ontario, Canada
$18.4K +$776 +5 +5%
MWA
575
Medallion Wealth Advisors
Connecticut
$16.3K – – –
21 22
23
24 25