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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
101
Principle Wealth Partners
Connecticut
$3.58M +$61.7K +545 +2%
ZF
102
Zhang Financial
Michigan
$3.39M +$19.8K +175 +0.6%
BWM
103
Boyd Wealth Management
California
$3.36M +$10.8K +95 +0.3%
EWA
104
Encompass Wealth Advisors
Oregon
$3.27M -$24.2K -214 -0.8%
ACI
105
Alpha Cubed Investments
California
$3.27M -$180K -1,590 -5%
CSPIA
106
Cary Street Partners Investment Advisory
Virginia
$3.21M -$958K -8,456 -24%
FWM
107
Fingerlakes Wealth Management
New York
$3.08M +$74.1K +654 +3%
ITB
108
Idaho Trust Bank
Idaho
$3.08M +$2.92M +25,775 New
HR
109
Howe & Rusling
New York
$3.08M +$661K +5,837 +29%
EH
110
Equitable Holdings
New York
$3.01M +$344K +3,041 +14%
MA
111
MONECO Advisors
Connecticut
$2.98M +$409K +3,611 +17%
AA
112
Apriem Advisors
California
$2.9M +$2.75M +24,281 New
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$2.81M +$285K +2,514 +12%
LWMG
114
Levy Wealth Management Group
Pennsylvania
$2.8M
UCFA
115
United Capital Financial Advisors
Texas
$2.8M -$32.9K -290 -1%
WFA
116
Wells Financial Advisors
Massachusetts
$2.79M -$1.7K -15 -0.1%
IFS
117
Ifrah Financial Services
Arkansas
$2.78M -$14.5K -128 -0.5%
PA
118
PFG Advisors
Arizona
$2.63M +$1.58M +13,987 +175%
RFM
119
Royal Fund Management
Florida
$2.58M +$242K +2,137 +11%
TWM
120
Tradition Wealth Management
Minnesota
$2.58M +$64.7K +571 +3%
AWS
121
Atria Wealth Solutions
New York
$2.54M -$119K -1,050 -5%
DWM
122
Dechtman Wealth Management
Colorado
$2.49M +$2.36M +20,856 New
SFP
123
Strategic Financial Partners
Oregon
$2.43M +$34.1K +301 +2%
GJIA
124
Glass Jacobson Investment Advisors
Maryland
$2.41M +$346K +3,058 +18%
Mariner
125
Mariner
Kansas
$2.37M -$137K -1,210 -6%