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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
51
Sheridan Capital Management
California
$17.4M -$1.89M -15,105 -10%
CAM
52
Cresset Asset Management
Illinois
$16.5M -$48.7K -388 -0.3%
MWA
53
MFA Wealth Advisors
Pennsylvania
$16.5M +$28.7K +229 +0.2%
VBWMG
54
Von Berge Wealth Management Group
California
$15.9M +$395K +3,149 +3%
SCM
55
SOL Capital Management
Maryland
$15.4M +$2.45M +19,546 +20%
AAP
56
Arax Advisory Partners
Colorado
$15.1M +$3.94M +31,399 +38%
KV
57
Kickstand Ventures
New York
$15M +$14.3M +114,168 New
WA
58
Waverly Advisors
Alabama
$14.6M +$144K +1,150 +1%
PAG
59
Private Advisor Group
New Jersey
$14.5M +$443K +3,529 +3%
DADC
60
D.A. Davidson & Co
Montana
$14.3M +$193K +1,536 +1%
BCG
61
Breakwater Capital Group
New Jersey
$14.1M +$570K +4,547 +4%
AWS
62
Atria Wealth Solutions
New York
$13.9M -$2M -15,969 -13%
Creative Planning
63
Creative Planning
Kansas
$13.6M -$25.8K -206 -0.2%
SAMT
64
Select Asset Management & Trust
Pennsylvania
$13.5M +$1.25K +10 +0%
US Bancorp
65
US Bancorp
Minnesota
$13.5M +$88.2K +703 +0.7%
CA
66
Crumly & Associates
Illinois
$13.2M +$1.85M +14,779 +17%
EWM
67
Empirical Wealth Management
Washington
$13.2M -$127K -1,012 -1%
HWM
68
HB Wealth Management
Georgia
$11.8M -$641K -5,112 -5%
SI
69
Stephens Inc
Arkansas
$11.7M +$817K +6,515 +8%
AWP
70
Avid Wealth Partners
Texas
$11.6M +$2.49M +19,831 +29%
PSCM
71
Per Stirling Capital Management
Texas
$11.5M +$5.33M +42,535 +94%
AWA
72
ARQ Wealth Advisors
Arizona
$11.2M
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$11.1M +$2.85M +22,693 +37%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$10.9M -$435K -3,465 -4%
QWM
75
Quadcap Wealth Management
Texas
$10.9M +$543K +4,334 +5%