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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
126
Southport Capital Management
Tennessee
$631K
AIA
127
Angeles Investment Advisors
California
$629K
RJT
128
Raymond James Trust
Florida
$618K +$273K +3,000 +86%
PIA
129
Pinion Investment Advisors
Kansas
$600K -$28.3K -311 -5%
SPC
130
Sigma Planning Corp
Michigan
$583K -$66.7K -733 -11%
ASN
131
Advisory Services Network
Georgia
$576K
SG
132
StoneX Group
New York
$565K +$283K +3,108 +110%
AWA
133
Arkadios Wealth Advisors
Georgia
$543K -$56.1K -617 -10%
MOS
134
MGO One Seven
Ohio
$543K
AF
135
Allworth Financial
California
$543K +$182 +2 +0%
PL
136
Plancorp LLC
Missouri
$530K -$177K -1,945 -26%
PBF
137
Petix & Botte Financial
California
$498K -$15.1K -166 -3%
CAN
138
Cetera Advisor Networks
California
$497K +$19.6K +215 +4%
WCM
139
Wealthcare Capital Management
Virginia
$497K +$215K +2,366 +83%
SPIA
140
Steward Partners Investment Advisory
New York
$487K +$253K +2,777 +119%
JWCA
141
J.W. Cole Advisors
Florida
$480K +$1.18K +13 +0.3%
JIC
142
Johnson Investment Counsel
Ohio
$448K -$1.64K -18 -0.4%
FHA
143
Flagship Harbor Advisors
Massachusetts
$445K -$27.1K -298 -6%
ANTB
144
AMG National Trust Bank
Colorado
$438K
SB
145
Strategic Blueprint
Georgia
$427K
RWM
146
RKL Wealth Management
Pennsylvania
$421K +$402K +4,424 New
RMAM
147
Raab & Moskowitz Asset Management
New Jersey
$415K +$87.9K +967 +28%
SWP
148
Summit Wealth Partners
Florida
$413K
Fidelity Investments
149
Fidelity Investments
Massachusetts
$413K +$14.6K +161 +4%
PAS
150
Park Avenue Securities
New York
$407K +$20K +220 +5%