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Vanguard Morningstar Mega Cap Value ETF
MGV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
551
Dynamic Wealth Strategies
California
$37.4K – – –
KG
552
Kilter Group
New York
$36.1K – – –
ATC
553
Adirondack Trust Company
New York
$34.3K – – –
DF
554
Downshift Financial
Colorado
$32.9K +$31.3K +202 New
NFSG
555
Newbridge Financial Services Group
Florida
$30.3K +$7.45K +48 +35%
KTC
556
Kentucky Trust Company
Kentucky
$28.9K +$27.5K +177 New
SRCM
557
Signature Resources Capital Management
California
$27.3K – – –
SWP
558
Strategic Wealth Partners
Ohio
$26K -$4.19K -27 -15%
DJSG
559
D.J. St. Germain
Massachusetts
$25.7K – – –
NS
560
NBC Securities
Alabama
$24.8K – – –
SA
561
Seneschal Advisors
Washington
$24.5K – – –
GA
562
GoalVest Advisory
New York
$23.9K +$22.6K +146 New
CAM
563
Costello Asset Management
Pennsylvania
$23.1K – – –
SWA
564
SOA Wealth Advisors
New York
$23K – – –
NEWAS
565
N.E.W. Advisory Services
Wisconsin
$22.2K – – –
RIL
566
Rothschild Investment LLC
Illinois
$20.9K – – –
SEP
567
Signature Equity Partners
Ohio
$19K +$155 +1 +0.9%
TWC
568
TD Waterhouse Canada
Ontario, Canada
$18.4K +$776 +5 +5%
MWA
569
Medallion Wealth Advisors
Connecticut
$16.3K – – –
BWA
570
Basecamp Wealth Advisors
Washington
$16.2K – – –
TFGT
571
TS Financial Group (TSFG)
Illinois
$16K – – –
HHGA
572
Halbert Hargrove Global Advisors
California
$15.9K – – –
GEA
573
Glen Eagle Advisors
New Jersey
$15.5K +$14.7K +95 New
A
574
Allianz
Germany
$14.2K – – –
VWM
575
Valley Wealth Managers
New Jersey
$14.2K – – –
21 22
23
24 25