We are live on ! Find out more
MGV icon

Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$476K +$477K +6,211 New
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$470K +$46.1K +601 +11%
ASN
103
Advisory Services Network
Georgia
$464K +$102K +1,325 +28%
JMPWA
104
JP Morgan Private Wealth Advisors
California
$458K
JFA
105
Johanson Financial Advisors
California
$454K +$98.2K +1,280 +28%
AF
106
Allworth Financial
California
$437K +$77 +1 +0%
PBF
107
Petix & Botte Financial
California
$419K -$433K -5,643 -51%
MOS
108
MGO One Seven
Ohio
$419K
FHA
109
Flagship Harbor Advisors
Massachusetts
$409K +$227K +2,954 +124%
CAN
110
Cetera Advisor Networks
California
$389K +$10.4K +135 +3%
SB
111
Strategic Blueprint
Georgia
$386K
JIC
112
Johnson Investment Counsel
Ohio
$362K
MWA
113
Martel Wealth Advisors
Washington
$360K +$4.61K +60 +1%
AIC
114
Ameritas Investment Company
Nebraska
$360K
SAM
115
Silvercrest Asset Management
New York
$360K
TAIM
116
TD Ameritrade Investment Management
Nebraska
$348K +$14.4K +188 +4%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$348K +$86.3K +1,125 +33%
SWP
118
Summit Wealth Partners
Florida
$333K +$76.7K +1,000 +30%
ANTB
119
AMG National Trust Bank
Colorado
$332K +$93.9K +1,224 +39%
WWM
120
Western Wealth Management
Colorado
$329K -$113K -1,471 -26%
AMCA
121
Arthur M. Cohen & Associates
Illinois
$316K +$4.07K +53 +1%
WIA
122
World Investment Advisors
California
$313K +$1.53K +20 +0.5%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$304K -$599K -7,799 -66%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$304K +$15.1K +197 +5%
FFW
125
Fusion Family Wealth
New York
$295K