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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
151
Holloway Wealth Management
Florida
$85K
FHA
152
Flagship Harbor Advisors
Massachusetts
$83K +$39.2K +468 +96%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$67K
DI
154
Disciplined Investments
Oklahoma
$65K +$62.6K +746 New
CAC
155
Certified Advisory Corp
Florida
$52K +$50.4K +601 New
EWM
156
EPG Wealth Management
Georgia
$47K +$45.3K +540 New
FPFS
157
First Personal Financial Services
North Carolina
$44K
JCM
158
Jacobi Capital Management
Pennsylvania
$41K +$503 +6 +1%
IA
159
IFP Advisors
Florida
$39K -$7.97K -95 -18%
TFA
160
Tobias Financial Advisors
Florida
$39K +$38.2K +456 New
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$35K +$168 +2 +0.5%
DSC
162
Duncker Streett & Co
Missouri
$35K +$33.5K +400 New
EFSCE
163
Enterprise Financial Services Corp (EFSC)
Missouri
$33K
HGWM
164
Harvest Group Wealth Management
Massachusetts
$22K
BlackRock
165
BlackRock
New York
$21K +$13.5K +161 +206%
AIC
166
Archer Investment Corporation
Indiana
$12K -$18.5K -221 -61%
SFS
167
Sowell Financial Services
Arkansas
$12K +$168 +2 +1%
FDCDDQ
168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.5K
TFGT
169
TS Financial Group (TSFG)
Illinois
$11K
CWA
170
Carolina Wealth Advisors
South Carolina
$11K +$10.7K +128 New
CFA
171
Carroll Financial Associates
North Carolina
$11K +$10.9K +130 New
GWMIA
172
Global Wealth Management Investment Advisory
Florida
$8K -$3.27K -39 -30%
HNB
173
Huntington National Bank
Ohio
$6K
BCI
174
Brinker Capital Investments
Pennsylvania
$4K
AWM
175
AllSquare Wealth Management
New York
$3K