We are live on ! Find out more
MGV icon

Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
101
Prestige Wealth Management Group
New Jersey
$283K – – –
5L
102
55I LLC
Massachusetts
$277K -$50.8K -665 -16%
Bessemer Group
103
Bessemer Group
New Jersey
$263K – – –
TFS
104
TrustCore Financial Services
Tennessee
$260K +$254K +3,329 New
ST
105
Spinnaker Trust
Maine
$253K – – –
RJT
106
Raymond James Trust
Florida
$249K – – –
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$242K +$53.8K +704 +29%
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$242K +$2.06K +27 +0.9%
CAM
109
Concorde Asset Management
Michigan
$213K +$209K +2,736 New
Franklin Resources
110
Franklin Resources
California
$207K +$202K +2,649 New
PP
111
PagnatoKarp Partners
Virginia
$205K +$201K +2,630 New
Renaissance Technologies
112
Renaissance Technologies
New York
$203K +$199K +2,600 New
Koshinski Asset Management
113
Koshinski Asset Management
Illinois
$202K +$143K +1,873 New
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$197K – – –
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$177K -$43.3K -567 -24%
CIAS
116
Capital Investment Advisory Services
North Carolina
$133K – – –
IA
117
IFP Advisors
Florida
$125K +$34.9K +457 +39%
William Blair & Company
118
William Blair & Company
Illinois
$121K – – –
APSP
119
Asset Planning Services (Pennsylvania)
Pennsylvania
$113K +$382 +5 +0.3%
TAIM
120
TD Ameritrade Investment Management
Nebraska
$82K -$3.52K -46 -4%
TRCT
121
Tower Research Capital (TRC)
New York
$80K +$70.2K +918 +918%
WAM
122
Wealthspire Advisors (Maryland)
Maryland
$62K – – –
DSC
123
Duncker Streett & Co
Missouri
$47K – – –
FPFS
124
First Personal Financial Services
North Carolina
$39K – – –
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$36K – – –