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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BP
76
Ballentine Partners
Massachusetts
$933K
AI
77
Atria Investments
North Carolina
$888K +$140K +1,665 +20%
ZIC
78
ZWJ Investment Counsel
Georgia
$872K +$839K +10,000 New
Northern Trust
79
Northern Trust
Illinois
$851K +$109K +1,300 +15%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$777K +$67.1K +800 +10%
KWM
81
Kingsview Wealth Management
Oregon
$751K -$7.52M -89,698 -91%
LWA
82
LWS Wealth Advisors
New Jersey
$746K +$717K +8,553 New
PT
83
Plimoth Trust
Massachusetts
$695K -$12.4K -148 -2%
HIS
84
Horizon Investment Services
Indiana
$668K -$5.95K -71 -0.9%
PL
85
Plancorp LLC
Missouri
$654K
S
86
SignatureFD
Georgia
$636K +$583K +6,953 +2,039%
JMPWA
87
JP Morgan Private Wealth Advisors
California
$634K
AIA
88
Angeles Investment Advisors
California
$599K
NFG
89
NewFocus Financial Group
Washington
$595K +$158K +1,883 +38%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$589K -$101K -1,206 -15%
Renaissance Technologies
91
Renaissance Technologies
New York
$584K +$562K +6,700 New
SW
92
SkyOak Wealth
Michigan
$578K +$556K +6,634 New
PBF
93
Petix & Botte Financial
California
$572K +$551K +6,568 New
BAC
94
Boys Arnold & Co
North Carolina
$504K +$8.39K +100 +2%
MOS
95
MGO One Seven
Ohio
$486K
FMII
96
Farmers & Merchants Investments Inc
Nebraska
$469K +$14.4K +172 +3%
Koshinski Asset Management
97
Koshinski Asset Management
Illinois
$448K +$432K +5,153 New
VFA
98
Voya Financial Advisors
Connecticut
$440K +$6.54K +78 +2%
Vanguard Group
99
Vanguard Group
Pennsylvania
$431K -$13.3K -158 -3%
CAN
100
Cetera Advisor Networks
California
$431K +$415K +4,954 New