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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
126
First Allied Advisory Services
California
$274K +$2.15K +28 +0.8%
Citigroup
127
Citigroup
New York
$268K -$9.36K -122 -3%
RJT
128
Raymond James Trust
Florida
$268K – – –
CA
129
Calton & Associates
Florida
$265K – – –
Bessemer Group
130
Bessemer Group
New Jersey
$258K – – –
SAM
131
Secure Asset Management
Michigan
$257K +$1.46K +19 +0.6%
Truist Financial
132
Truist Financial
North Carolina
$248K +$27.1K +353 +12%
William Blair & Company
133
William Blair & Company
Illinois
$243K +$86.8K +1,131 +56%
ST
134
Spinnaker Trust
Maine
$241K – – –
FMII
135
Farmers & Merchants Investments Inc
Nebraska
$239K – – –
TNB
136
Thomasville National Bank
Georgia
$238K – – –
GIA
137
Gladstone Institutional Advisory
Florida
$227K +$5.76K +75 +3%
PA
138
PFG Advisors
Arizona
$226K +$222K +2,890 New
PWMG
139
Prestige Wealth Management Group
New Jersey
$225K – – –
UF
140
Univest Financial
Pennsylvania
$221K – – –
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$218K -$106K -1,377 -33%
Koshinski Asset Management
142
Koshinski Asset Management
Illinois
$210K +$202K +2,630 New
Fisher Asset Management
143
Fisher Asset Management
Washington
$208K +$208K +2,707 New
CAM
144
Cresset Asset Management
Illinois
$202K +$202K +2,630 New
PP
145
PrairieView Partners
Minnesota
$200K – – –
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$194K – – –
PA
147
Parallel Advisors
California
$192K – – –
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$177K – – –
SPIA
149
Steward Partners Investment Advisory
New York
$176K – – –
TFS
150
TrustCore Financial Services
Tennessee
$151K -$186K -2,417 -55%