We are live on ! Find out more
MGV icon

Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
76
TFB Advisors
Kansas
$10.8M -$276K -2,199 -3%
JJBC
77
James J. Burns & Company
New York
$10.7M -$124K -990 -1%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$10.4M +$421K +3,357 +4%
MWM
79
Modera Wealth Management
New Jersey
$9.9M +$18.9K +151 +0.2%
AIA
80
Arcadia Investment Advisors
Idaho
$9.54M +$9.12M +72,738 New
WP
81
WealthShield Partners
North Carolina
$9.17M +$136K +1,085 +2%
TFM
82
Trademark Financial Management
Minnesota
$9.11M +$3.01M +23,975 +53%
Jones Financial Companies
83
Jones Financial Companies
Missouri
$8.43M +$3.09M +24,638 +62%
PI
84
Pachira Investments
California
$8.36M +$476K +3,799 +6%
SA
85
Sanctuary Advisors
Indiana
$8.11M +$764K +6,096 +11%
QFA
86
Quattro Financial Advisors
Texas
$8.1M -$493K -3,934 -6%
Wealthfront Advisers
87
Wealthfront Advisers
California
$8M -$1.73M -13,763 -18%
CP
88
Capital Planning
Washington
$7.78M -$6.31M -50,321 -46%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$7.41M -$739K -5,890 -9%
PFM
90
Phillips Financial Management
Indiana
$7.38M -$12.7K -101 -0.2%
CA
91
Calton & Associates
Florida
$7.34M +$1.11M +8,844 +19%
TCBWMS
92
Texas Capital Bank Wealth Management Services
Texas
$7.09M -$347K -2,765 -5%
GFA
93
Gladwyn Financial Advisors
Virginia
$7.01M +$6.7M +53,401 New
FWA
94
FSC Wealth Advisors
New York
$6.97M +$78.5K +626 +1%
CFAM
95
Center For Asset Management
Florida
$6.93M +$1.74M +13,865 +33%
Goldman Sachs
96
Goldman Sachs
New York
$6.93M +$5.77K +46 +0.1%
FA
97
Fiduciary Alliance
South Carolina
$6.86M +$6.56M +52,294 New
HR
98
Howe & Rusling
New York
$6.77M +$1.44M +11,479 +29%
Comerica Bank
99
Comerica Bank
Texas
$6.42M -$32.4K -258 -0.5%
WAM
100
WNY Asset Management
New York
$6.38M +$88.3K +704 +1%