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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Avior Wealth Management
Nebraska
$8.92M -$207K -1,973 -2%
JJBC
52
James J. Burns & Company
New York
$8.64M -$48.6K -463 -0.5%
SCM
53
SOL Capital Management
Maryland
$8.62M -$1.17M -11,135 -12%
MFG
54
Marmo Financial Group
Tennessee
$8.39M -$26.6K -254 -0.3%
Goldman Sachs
55
Goldman Sachs
New York
$8.15M +$1.63M +15,515 +24%
SI
56
Stephens Inc
Arkansas
$7.84M -$309K -2,949 -4%
AI
57
Atria Investments
North Carolina
$7.73M +$89.7K +855 +1%
VBWMG
58
Von Berge Wealth Management Group
California
$7.66M +$739K +7,046 +10%
CP
59
Capital Planning
Washington
$7.58M +$177K +1,686 +2%
WCAMG
60
Woodard & Company Asset Management Group
North Carolina
$7.53M -$5.78M -55,105 -43%
EWM
61
Empirical Wealth Management
Washington
$7.13M +$1.43M +13,632 +24%
WP
62
WealthShield Partners
North Carolina
$6.92M +$634K +6,050 +10%
DADC
63
D.A. Davidson & Co
Montana
$6.79M +$343K +3,269 +5%
HWM
64
HB Wealth Management
Georgia
$6.71M -$66.8K -637 -1%
PD
65
Planning Directions
Pennsylvania
$6.59M -$229K -2,179 -3%
TCBWMS
66
Texas Capital Bank Wealth Management Services
Texas
$6.55M -$34.5K -329 -0.5%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$6.15M -$10.2K -97 -0.2%
PFM
68
Phillips Financial Management
Indiana
$6.12M +$4.93K +47 +0.1%
Wealthfront Advisers
69
Wealthfront Advisers
California
$5.95M +$147K +1,406 +2%
CCA
70
Checchi Capital Advisers
California
$5.78M -$470K -4,481 -7%
Creative Planning
71
Creative Planning
Kansas
$5.76M +$3.7M +35,256 +164%
SAMT
72
Select Asset Management & Trust
Pennsylvania
$5.59M +$343K +3,267 +6%
RPSA
73
Richard P. Slaughter Associates
Texas
$5.18M -$324K -3,085 -6%
Comerica Bank
74
Comerica Bank
Texas
$5.09M +$5.26M +50,183 New
CFAM
75
Center For Asset Management
Florida
$5.06M -$678K -6,465 -11%