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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$438K +$41K +521 +11%
CA
77
Cetera Advisors
Colorado
$426K +$150K +1,905 +56%
AT
78
Arden Trust
Delaware
$425K -$34.1K -433 -8%
TL
79
TrueWealth LLC
Georgia
$392K
MWA
80
Martel Wealth Advisors
Washington
$366K +$360K +4,574 New
Renaissance Technologies
81
Renaissance Technologies
New York
$344K +$338K +4,300 New
SAM
82
Silvercrest Asset Management
New York
$336K
BAC
83
Boys Arnold & Co
North Carolina
$322K +$315K +4,000 New
FFW
84
Fusion Family Wealth
New York
$307K
ACP
85
Aveo Capital Partners
Colorado
$303K +$34K +432 +12%
KA
86
Kovack Advisors
Florida
$298K +$32.9K +418 +13%
Bessemer Group
87
Bessemer Group
New Jersey
$270K
ST
88
Spinnaker Trust
Maine
$260K
RJT
89
Raymond James Trust
Florida
$256K +$27.7K +352 +12%
FDCDDQ
90
Federation des caisses Desjardins du Quebec
Quebec, Canada
$247K
BF
91
BOK Financial
Oklahoma
$235K +$231K +2,939 New
UCFA
92
United Capital Financial Advisors
Texas
$224K +$220K +2,797 New
CAM
93
Concorde Asset Management
Michigan
$213K +$209K +2,651 New
PP
94
PagnatoKarp Partners
Virginia
$212K +$207K +2,630 New
Franklin Resources
95
Franklin Resources
California
$212K +$208K +2,649 New
BRWA
96
B. Riley Wealth Advisors
Florida
$208K -$15.5K -197 -7%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$204K -$45.5K -578 -18%
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$203K
CAN
99
Cetera Advisor Networks
California
$200K +$197K +2,501 New
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$181K