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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
126
Boyd Wealth Management
California
$3.91M +$131K +1,044 +4%
CIA
127
Concurrent Investment Advisors
Florida
$3.9M +$26K +207 +0.7%
ZF
128
Zhang Financial
Michigan
$3.88M -$35K -279 -0.9%
CCA
129
Checchi Capital Advisers
California
$3.78M -$285K -2,276 -7%
EWA
130
Encompass Wealth Advisors
Oregon
$3.67M +$1.13K +9 +0%
Vanguard Group
131
Vanguard Group
Pennsylvania
$3.66M +$2.05M +16,379 +143%
EH
132
Equitable Holdings
New York
$3.65M +$110K +874 +3%
CFO
133
CVA Family Office
Colorado
$3.6M – – –
MG
134
Mather Group
Illinois
$3.52M -$38.9K -310 -1%
RFM
135
Royal Fund Management
Florida
$3.45M +$97.9K +781 +3%
ACI
136
Alpha Cubed Investments
California
$3.36M -$126K -1,007 -4%
PB
137
Pinnacle Bancorp
Nebraska
$3.35M – – –
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$3.29M -$15.6M -124,390 -83%
GJIA
139
Glass Jacobson Investment Advisors
Maryland
$3.26M +$18.7K +149 +0.6%
MCM
140
MAI Capital Management
Ohio
$3.26M -$110K -875 -3%
TWM
141
Tradition Wealth Management
Minnesota
$3.24M -$31K -247 -1%
WA
142
WPG Advisers
Maryland
$3.16M +$968K +7,721 +47%
MAMG
143
Milestone Asset Management Group
Connecticut
$3.13M +$123K +982 +4%
UCFA
144
United Capital Financial Advisors
Texas
$3.1M – – –
WFA
145
Wells Financial Advisors
Massachusetts
$3.01M – – –
SWM
146
Silverlake Wealth Management
Vermont
$2.96M +$552K +4,399 +24%
IFS
147
Ifrah Financial Services
Arkansas
$2.94M -$15.2K -121 -0.5%
MAG
148
Mayfair Advisory Group
Alabama
$2.93M +$2.8M +22,301 New
Truist Financial
149
Truist Financial
North Carolina
$2.84M +$6.9K +55 +0.3%
William Blair & Company
150
William Blair & Company
Illinois
$2.83M +$607K +4,840 +29%