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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
$14.4M +$1.12M +8,699 +8%
WA
52
Waverly Advisors
Alabama
$14.2M +$126K +977 +0.9%
CP
53
Capital Planning
Washington
$14.1M +$105K +813 +0.7%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$14M -$170K -1,315 -1%
DADC
55
D.A. Davidson & Co
Montana
$13.8M +$159K +1,228 +1%
PAG
56
Private Advisor Group
New Jersey
$13.8M +$201K +1,558 +1%
Creative Planning
57
Creative Planning
Kansas
$13.3M +$159K +1,226 +1%
SAMT
58
Select Asset Management & Trust
Pennsylvania
$13.3M +$1.13M +8,747 +9%
BCG
59
Breakwater Capital Group
New Jersey
$13.2M +$3.45M +26,692 +35%
US Bancorp
60
US Bancorp
Minnesota
$13.2M -$732K -5,661 -5%
EWM
61
Empirical Wealth Management
Washington
$13.1M +$684K +5,291 +5%
TAM
62
Titleist Asset Management
Texas
$12.9M +$12.9M +100,033 New
SCM
63
SOL Capital Management
Maryland
$12.7M +$711K +5,495 +6%
HWM
64
HB Wealth Management
Georgia
$12.2M +$783K +6,054 +7%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$11.2M -$50.8K -393 -0.5%
AWA
66
ARQ Wealth Advisors
Arizona
$11.2M -$158K -1,224 -1%
CA
67
Crumly & Associates
Illinois
$11.1M +$11.1M +86,079 New
TA
68
TFB Advisors
Kansas
$10.9M -$340K -2,633 -3%
AAP
69
Arax Advisory Partners
Colorado
$10.8M +$981K +7,589 +10%
JJBC
70
James J. Burns & Company
New York
$10.7M -$34.5K -267 -0.3%
SI
71
Stephens Inc
Arkansas
$10.6M +$83.4K +645 +0.8%
QWM
72
Quadcap Wealth Management
Texas
$10.2M +$10.2M +78,910 New
MWM
73
Modera Wealth Management
New Jersey
$9.7M +$503K +3,893 +5%
Wealthfront Advisers
74
Wealthfront Advisers
California
$9.63M +$285K +2,202 +3%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$9.62M +$4.27M +33,001 +79%