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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
551
HM Payson & Co
Maine
$10.4K +$10.7K +72 New
BAM
552
Bellevue Asset Management
Washington
$10.3K +$148 +1 +1%
NB
553
NBT Bank
New York
$10.3K -$10.4K -70 -50%
AWM
554
Abound Wealth Management
Tennessee
$10.2K +$10.4K +70 New
CWM
555
Cranbrook Wealth Management
Michigan
$9.71K
AUB
556
Atlantic Union Bankshares
Virginia
$9.57K +$9.78K +66 New
TWIM
557
TIAA Wealth Investment Management
New York
$8.13K +$8.45K +57 New
AA
558
Ancora Advisors
Ohio
$7.89K -$4.89K -33 -38%
FDW
559
Fourth Dimension Wealth
Ohio
$7.25K
CPBTD
560
Central Pacific Bank - Trust Division
Hawaii
$7.1K +$4.74K +32 +188%
BNP Paribas Financial Markets
561
BNP Paribas Financial Markets
France
$5.8K -$7.4M -49,965 -100%
TSMHT
562
Thurston Springer Miller Herd & Titak
Indiana
$5.8K -$18.5K -125 -76%
LWCFA
563
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.21K -$53K -358 -91%
PMFA
564
Plante Moran Financial Advisors
Michigan
$4.49K
PGAM
565
Princeton Global Asset Management
New Jersey
$4.2K
Citigroup
566
Citigroup
New York
$3.62K +$3.7K +25 New
TWM
567
TopTier Wealth Management
Wisconsin
$3.16K +$3.26K +22 New
HHCP
568
Hilton Head Capital Partners
South Carolina
$2.61K
PWA
569
Physician Wealth Advisors
Utah
$2.46K +$2.52K +17 New
EB
570
Eastern Bank
Massachusetts
$2.46K -$138K -931 -98%
PWM
571
Proathlete Wealth Management
Florida
$1.62K
SW
572
SteelPeak Wealth
California
-$43M -304,412 Closed
SCM
573
SOL Capital Management
Maryland
-$16.8M -118,720 Closed
DAS
574
Diversify Advisory Services
Utah
-$4.82M -32,806 Closed
RFM
575
Royal Fund Management
Florida
-$4.35M -30,784 Closed