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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
51
SOL Capital Management
Maryland
$9.69M +$310K +3,080 +3%
AWM
52
Avior Wealth Management
Nebraska
$9.55M -$473K -4,703 -5%
US Bancorp
53
US Bancorp
Minnesota
$9.49M +$167K +1,661 +2%
SWM
54
Segment Wealth Management
Texas
$9.2M -$287K -2,854 -3%
Stifel Financial
55
Stifel Financial
Missouri
$9.18M -$260K -2,587 -3%
SI
56
Stephens Inc
Arkansas
$8.75M +$142K +1,409 +2%
CFD
57
Creative Financial Designs
Indiana
$8.18M +$313K +3,113 +4%
JJBC
58
James J. Burns & Company
New York
$7.7M +$919K +9,137 +14%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$7.66M +$354K +3,515 +5%
CP
60
Capital Planning
Washington
$7.64M +$258K +2,570 +4%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$7.56M +$757K +7,524 +11%
TA
62
TFB Advisors
Kansas
$7.41M +$7.25M +72,048 New
JP Morgan Chase
63
JP Morgan Chase
New York
$7.09M +$360K +3,575 +5%
9WM
64
9258 Wealth Management
Ohio
$7.03M +$1.9M +18,889 +38%
PD
65
Planning Directions
Pennsylvania
$6.95M +$107K +1,067 +2%
TCBWMS
66
Texas Capital Bank Wealth Management Services
Texas
$6.89M -$54.1K -538 -0.8%
MWM
67
Merriman Wealth Management
Washington
$6.81M +$6.66M +66,248 New
HWM
68
HB Wealth Management
Georgia
$6.79M -$123K -1,223 -2%
DADC
69
D.A. Davidson & Co
Montana
$6.48M +$161K +1,604 +3%
CW
70
CreativeOne Wealth
Kansas
$6.47M -$217K -2,159 -3%
VBWMG
71
Von Berge Wealth Management Group
California
$6.37M +$619K +6,151 +11%
TWP
72
Transparent Wealth Partners
Arkansas
$6.32M -$55.5K -552 -0.9%
WP
73
WealthShield Partners
North Carolina
$6.32M -$17.9K -178 -0.3%
RCAG
74
Rehmann Capital Advisory Group
Michigan
$6.29M -$69.1K -687 -1%
PFM
75
Phillips Financial Management
Indiana
$6.26M -$77.9K -775 -1%