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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Merriman Wealth Management
Washington
$8.83M +$302K +2,848 +4%
PA
52
Procyon Advisors
Connecticut
$8.73M +$555K +5,235 +7%
PAG
53
Private Advisor Group
New Jersey
$8.63M +$571K +5,384 +7%
MML Investors Services
54
MML Investors Services
Massachusetts
$7.84M +$1.43M +13,510 +23%
HWM
55
HB Wealth Management
Georgia
$7.79M
TCBWMS
56
Texas Capital Bank Wealth Management Services
Texas
$7.57M
CP
57
Capital Planning
Washington
$7.5M -$32.6K -307 -0.4%
CCA
58
Checchi Capital Advisers
California
$7.23M +$1.13M +10,647 +19%
PFM
59
Phillips Financial Management
Indiana
$6.82M -$38.8K -366 -0.6%
WP
60
WealthShield Partners
North Carolina
$6.79M -$84.3K -795 -1%
EWA
61
Encompass Wealth Advisors
Oregon
$6.54M +$1.41M +13,271 +28%
PD
62
Planning Directions
Pennsylvania
$6.38M +$99.7K +940 +2%
JP Morgan Chase
63
JP Morgan Chase
New York
$6.36M +$121K +1,136 +2%
DADC
64
D.A. Davidson & Co
Montana
$6.27M -$18.9K -178 -0.3%
EWA
65
EverSource Wealth Advisors
Alabama
$5.86M -$449K -4,232 -7%
CFAM
66
Center For Asset Management
Florida
$5.82M -$44.7K -421 -0.8%
AWS
67
Atria Wealth Solutions
New York
$5.75M +$5.68M +53,534 New
RJFSA
68
Raymond James Financial Services Advisors
Florida
$5.58M +$576K +5,426 +12%
WB
69
WesBanco Bank
West Virginia
$5.36M +$38.2K +360 +0.7%
PFA
70
Peak Financial Advisors
Colorado
$5.34M +$5.28M +49,797 New
UCFA
71
United Capital Financial Advisors
Texas
$5.11M -$82K -773 -2%
VBWMG
72
Von Berge Wealth Management Group
California
$5.11M +$343K +3,233 +7%
WCAMG
73
Woodard & Company Asset Management Group
North Carolina
$4.96M +$4.9M +46,212 New
Jane Street
74
Jane Street
New York
$4.95M +$2.42M +22,842 +98%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$4.77M +$710K +6,694 +18%