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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VBWMG
51
Von Berge Wealth Management Group
California
$13.8M +$12.6K +102 +0.1%
US Bancorp
52
US Bancorp
Minnesota
$13.8M +$389K +3,152 +3%
Creative Planning
53
Creative Planning
Kansas
$13.5M +$14K +113 +0.1%
CP
54
Capital Planning
Washington
$13.4M +$233K +1,884 +2%
MWA
55
MFA Wealth Advisors
Pennsylvania
$13.3M +$12.8M +103,956 New
AWS
56
Atria Wealth Solutions
New York
$13.1M +$10.1M +81,419 +397%
PAG
57
Private Advisor Group
New Jersey
$12.8M +$243K +1,967 +2%
9WM
58
9258 Wealth Management
Ohio
$12.7M -$29.1K -236 -0.2%
DADC
59
D.A. Davidson & Co
Montana
$12.7M +$918K +7,432 +8%
EWM
60
Empirical Wealth Management
Washington
$11.9M -$432K -3,496 -4%
QFA
61
Quattro Financial Advisors
Texas
$11.5M -$154K -1,245 -1%
SAMT
62
Select Asset Management & Trust
Pennsylvania
$11.3M +$1.01M +8,180 +10%
SCM
63
SOL Capital Management
Maryland
$11.2M -$305K -2,470 -3%
TA
64
TFB Advisors
Kansas
$11.2M -$18.8K -152 -0.2%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$10.9M -$119K -962 -1%
JJBC
66
James J. Burns & Company
New York
$10.7M +$20.7K +168 +0.2%
SI
67
Stephens Inc
Arkansas
$10.4M +$59.8K +484 +0.6%
AWA
68
ARQ Wealth Advisors
Arizona
$10.3M +$133K +1,081 +1%
BWP
69
BSW Wealth Partners
Colorado
$9.93M -$535K -4,332 -5%
SA
70
Sanctuary Advisors
Indiana
$9.59M -$20K -162 -0.2%
WANY
71
Wealthspire Advisors (New York)
New York
$9.46M +$9.1M +73,719 New
HWM
72
HB Wealth Management
Georgia
$9.35M +$101K +818 +1%
AFS
73
Annapolis Financial Services
Maryland
$8.74M +$1.35M +10,954 +19%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$8.67M +$5.78M +46,815 +226%
WP
75
WealthShield Partners
North Carolina
$8.61M +$1.13M +9,190 +16%