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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
51
Phillips Financial Management
Indiana
$6.41M -$77.5K -780 -1%
PAG
52
Private Advisor Group
New Jersey
$6.09M +$299K +3,009 +5%
EWA
53
EP Wealth Advisors
California
$5.89M -$1.01M -10,121 -15%
LIM
54
Leavell Investment Management
Alabama
$5.88M
PD
55
Planning Directions
Pennsylvania
$5.76M -$182K -1,832 -3%
MML Investors Services
56
MML Investors Services
Massachusetts
$5.51M +$68.1K +686 +1%
CFAM
57
Center For Asset Management
Florida
$5.39M -$283K -2,852 -5%
DADC
58
D.A. Davidson & Co
Montana
$5.32M +$47.3K +476 +0.9%
UCFA
59
United Capital Financial Advisors
Texas
$5.03M -$163K -1,644 -3%
CCA
60
Checchi Capital Advisers
California
$4.73M -$2.14M -21,499 -31%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$4.45M +$207K +2,088 +5%
EWA
62
Encompass Wealth Advisors
Oregon
$4.34M +$202K +2,037 +5%
JP Morgan Chase
63
JP Morgan Chase
New York
$4.33M +$165K +1,660 +4%
EWM
64
Empirical Wealth Management
Washington
$4.07M +$365K +3,673 +10%
NNP
65
Nachman Norwood & Parrott
South Carolina
$3.92M -$17.5K -176 -0.4%
ACI
66
Alpha Cubed Investments
California
$3.63M -$327K -3,297 -8%
RA
67
Resolute Advisors
California
$3.38M +$18.4K +185 +0.5%
RGC
68
Roberts, Glore & Co
Illinois
$3.09M -$274K -2,759 -8%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$2.98M +$885K +8,910 +42%
HCP
70
Holt Capital Partners
Texas
$2.97M +$500K +5,030 +20%
LWMG
71
Levy Wealth Management Group
Pennsylvania
$2.86M -$55K -554 -2%
SFP
72
Strategic Financial Partners
Oregon
$2.81M +$150K +1,515 +6%
Kovitz Investment Group Partners
73
Kovitz Investment Group Partners
Illinois
$2.8M +$1.83M +18,390 +189%
CF
74
Centaurus Financial
California
$2.74M +$773K +7,780 +40%
NFG
75
Next Financial Group
Texas
$2.53M -$153K -1,539 -6%