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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
9WM
51
9258 Wealth Management
Ohio
$9.48M +$2.14M +21,062 +30%
PAG
52
Private Advisor Group
New Jersey
$9.44M +$493K +4,845 +6%
AWM
53
Avior Wealth Management
Nebraska
$9.33M +$116K +1,143 +1%
JJBC
54
James J. Burns & Company
New York
$8.89M -$230K -2,265 -3%
TA
55
TFB Advisors
Kansas
$8.62M +$575K +5,647 +7%
MFG
56
Marmo Financial Group
Tennessee
$8.61M +$317K +3,116 +4%
SI
57
Stephens Inc
Arkansas
$8.33M -$472K -4,644 -5%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$7.98M +$580K +5,704 +8%
AI
59
Atria Investments
North Carolina
$7.82M -$4.96M -48,732 -39%
CP
60
Capital Planning
Washington
$7.58M +$258K +2,535 +4%
VBWMG
61
Von Berge Wealth Management Group
California
$7.11M +$475K +4,668 +7%
PD
62
Planning Directions
Pennsylvania
$6.97M -$49.5K -487 -0.7%
HWM
63
HB Wealth Management
Georgia
$6.93M +$42.8K +421 +0.6%
TCBWMS
64
Texas Capital Bank Wealth Management Services
Texas
$6.74M -$32.1K -316 -0.5%
Goldman Sachs
65
Goldman Sachs
New York
$6.73M -$1.06M -10,409 -14%
DADC
66
D.A. Davidson & Co
Montana
$6.61M +$94.3K +927 +1%
MWM
67
Merriman Wealth Management
Washington
$6.56M +$6.43M +63,239 New
WP
68
WealthShield Partners
North Carolina
$6.45M +$15.5K +152 +0.2%
CCA
69
Checchi Capital Advisers
California
$6.38M -$68.5K -673 -1%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$6.3M -$2.23M -21,961 -27%
PFM
71
Phillips Financial Management
Indiana
$6.25M -$55.8K -548 -0.9%
Wealthfront Advisers
72
Wealthfront Advisers
California
$5.95M +$305K +3,002 +6%
EWM
73
Empirical Wealth Management
Washington
$5.88M +$780K +7,670 +16%
CFAM
74
Center For Asset Management
Florida
$5.85M +$29.6K +291 +0.5%
IWC
75
Integrated Wealth Concepts
Massachusetts
$5.7M +$4.45M +43,717 +389%