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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
76
Pinion Investment Advisors
Kansas
$754K +$43.4K +542 +5%
BP
77
Ballentine Partners
Massachusetts
$706K
GWM
78
Gray Wealth Management
Maine
$678K +$814K +10,176 New
HCP
79
Holt Capital Partners
Texas
$677K +$821K +10,255 New
SB
80
Strategic Blueprint
Georgia
$651K +$789K +9,855 New
HIS
81
Horizon Investment Services
Indiana
$596K +$109K +1,368 +18%
W
82
WealthOne
New York
$593K +$719K +8,985 New
LWA
83
LWS Wealth Advisors
New Jersey
$589K +$29.7K +371 +4%
Northern Trust
84
Northern Trust
Illinois
$558K -$104K -1,300 -13%
PT
85
Plimoth Trust
Massachusetts
$529K +$3.6K +45 +0.6%
PL
86
Plancorp LLC
Missouri
$496K
ACP
87
Aveo Capital Partners
Colorado
$496K +$281K +3,515 +88%
AIA
88
Angeles Investment Advisors
California
$490K -$20.8K -260 -4%
Citigroup
89
Citigroup
New York
$476K -$314K -3,920 -35%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$471K +$509K +6,359 +827%
S
91
SignatureFD
Georgia
$451K -$37.5K -469 -6%
PTP
92
Platform Technology Partners
New York
$421K +$511K +6,384 New
ZIC
93
ZWJ Investment Counsel
Georgia
$396K -$320K -4,000 -40%
JMPWA
94
JP Morgan Private Wealth Advisors
California
$394K -$104K -1,295 -18%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$387K -$71.5K -894 -13%
WWM
96
Western Wealth Management
Colorado
$381K +$172K +2,147 +59%
MOS
97
MGO One Seven
Ohio
$368K
PBF
98
Petix & Botte Financial
California
$356K -$93.9K -1,173 -18%
AIC
99
Ameritas Investment Company
Nebraska
$342K +$48K +600 +13%
TL
100
TrueWealth LLC
Georgia
$323K