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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
101
CVA Family Office
Colorado
$3.54M -$315K -2,678 -8%
GWM
102
Gray Wealth Management
Maine
$3.54M -$182K -1,544 -5%
ZF
103
Zhang Financial
Michigan
$3.51M +$147K +1,253 +4%
ACI
104
Alpha Cubed Investments
California
$3.43M +$190K +1,617 +6%
FWM
105
Fingerlakes Wealth Management
New York
$3.4M +$346K +2,947 +11%
CF
106
Centaurus Financial
California
$3.4M -$248K -2,108 -7%
CCA
107
Checchi Capital Advisers
California
$3.35M -$5.06M -43,062 -60%
EWA
108
Encompass Wealth Advisors
Oregon
$3.26M +$21.5K +183 +0.7%
BWM
109
Boyd Wealth Management
California
$3.2M -$136K -1,153 -4%
CFD
110
Creative Financial Designs
Indiana
$3.16M -$707K -6,013 -18%
EH
111
Equitable Holdings
New York
$3.04M +$54.3K +462 +2%
LWMG
112
Levy Wealth Management Group
Pennsylvania
$3.01M -$25.4K -216 -0.8%
MA
113
MONECO Advisors
Connecticut
$2.98M +$27.5K +234 +0.9%
PA
114
PFG Advisors
Arizona
$2.85M +$238K +2,025 +9%
UCFA
115
United Capital Financial Advisors
Texas
$2.8M +$25.9K +220 +0.9%
CSPIA
116
Cary Street Partners Investment Advisory
Virginia
$2.77M -$406K -3,451 -13%
WFA
117
Wells Financial Advisors
Massachusetts
$2.72M -$44.7K -380 -2%
IFS
118
Ifrah Financial Services
Arkansas
$2.71M -$50.6K -430 -2%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$2.7M -$85K -723 -3%
TWM
120
Tradition Wealth Management
Minnesota
$2.69M +$129K +1,098 +5%
Mariner
121
Mariner
Kansas
$2.66M +$317K +2,695 +14%
GJIA
122
Glass Jacobson Investment Advisors
Maryland
$2.6M +$209K +1,774 +9%
TFM
123
Trademark Financial Management
Minnesota
$2.55M +$1.67M +14,200 +194%
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$2.46M +$906K +7,707 +59%
AWS
125
Atria Wealth Solutions
New York
$2.44M -$90.9K -773 -4%