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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
51
Transparent Wealth Partners
Arkansas
$8.01M +$8.53M +83,285 New
SI
52
Stephens Inc
Arkansas
$7.97M +$33.1K +323 +0.4%
PAG
53
Private Advisor Group
New Jersey
$7.82M +$98.4K +961 +1%
CAN
54
Cetera Advisor Networks
California
$7.43M +$6.19M +60,432 +359%
CFD
55
Creative Financial Designs
Indiana
$6.98M +$7.44M +72,611 New
HWM
56
HB Wealth Management
Georgia
$6.97M -$14.5K -142 -0.2%
CP
57
Capital Planning
Washington
$6.66M -$68.1K -665 -1%
TCBWMS
58
Texas Capital Bank Wealth Management Services
Texas
$6.55M -$248K -2,425 -3%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$6.49M +$1.6M +15,576 +30%
PD
60
Planning Directions
Pennsylvania
$6.27M +$594K +5,797 +10%
PFM
61
Phillips Financial Management
Indiana
$6M -$114K -1,116 -2%
JP Morgan Chase
62
JP Morgan Chase
New York
$6M +$316K +3,081 +5%
WP
63
WealthShield Partners
North Carolina
$5.93M -$167K -1,633 -3%
KCM
64
Karp Capital Management
California
$5.8M +$6.18M +60,319 New
DADC
65
D.A. Davidson & Co
Montana
$5.78M +$162K +1,581 +3%
FIA
66
Foundations Investment Advisors
Arizona
$5.7M +$6.07M +59,242 New
NYLIM
67
New York Life Investment Management
New York
$5.55M -$5.31M -51,803 -47%
Goldman Sachs
68
Goldman Sachs
New York
$5.42M +$5.08M +49,615 +732%
AWS
69
Atria Wealth Solutions
New York
$5.41M +$279K +2,725 +5%
CFAM
70
Center For Asset Management
Florida
$5.26M +$42K +410 +0.8%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$5.11M +$847K +8,269 +19%
VBWMG
72
Von Berge Wealth Management Group
California
$4.99M +$489K +4,774 +10%
First Trust Advisors
73
First Trust Advisors
Illinois
$4.82M +$2.73M +26,622 +113%
CCA
74
Checchi Capital Advisers
California
$4.77M -$2.05M -19,988 -30%
UCFA
75
United Capital Financial Advisors
Texas
$4.74M +$171K +1,672 +4%