We are live on ! Find out more
MGV icon

Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
51
Phillips Financial Management
Indiana
$6.2M -$370K -4,068 -6%
CP
52
Capital Planning
Washington
$6.08M +$90.3K +993 +2%
LIM
53
Leavell Investment Management
Alabama
$5.88M +$1.22M +13,383 +28%
PD
54
Planning Directions
Pennsylvania
$5.68M +$26.4K +290 +0.5%
PAG
55
Private Advisor Group
New Jersey
$5.54M +$419K +4,609 +9%
CFAM
56
Center For Asset Management
Florida
$5.42M +$158K +1,738 +3%
MML Investors Services
57
MML Investors Services
Massachusetts
$5.2M +$2.84M +31,270 +134%
DADC
58
D.A. Davidson & Co
Montana
$5.04M +$329K +3,622 +7%
UCFA
59
United Capital Financial Advisors
Texas
$4.96M +$24.4K +268 +0.5%
EWA
60
Encompass Wealth Advisors
Oregon
$4.13M +$2.08M +22,863 +123%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$4.05M -$245K -2,689 -6%
JP Morgan Chase
62
JP Morgan Chase
New York
$3.98M -$22.7K -250 -0.6%
ACI
63
Alpha Cubed Investments
California
$3.78M +$512K +5,629 +17%
NNP
64
Nachman Norwood & Parrott
South Carolina
$3.76M -$2.73K -30 -0.1%
EWM
65
Empirical Wealth Management
Washington
$3.54M +$1.17M +12,874 +53%
AIC
66
Ameritas Investment Company
Nebraska
$3.46M +$2.82M +30,991 +582%
BCM
67
Brookstone Capital Management
Illinois
$3.39M -$1.23M -13,489 -27%
RGC
68
Roberts, Glore & Co
Illinois
$3.22M -$289K -3,180 -9%
RA
69
Resolute Advisors
California
$3.2M +$15.8K +174 +0.5%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$2.84M +$2.23M +24,568 +471%
LWMG
71
Levy Wealth Management Group
Pennsylvania
$2.79M -$416K -4,576 -14%
NFG
72
Next Financial Group
Texas
$2.56M +$382K +4,199 +19%
SFP
73
Strategic Financial Partners
Oregon
$2.54M -$31.2K -343 -1%
IFS
74
Ifrah Financial Services
Arkansas
$2.51M -$111K -1,219 -4%
HCP
75
Holt Capital Partners
Texas
$2.36M +$117K +1,290 +5%