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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAS
151
Stelac Advisory Services
New York
$261K +$247K +3,010 New
CAM
152
Concorde Asset Management
Michigan
$257K +$243K +2,965 New
GIA
153
Gladstone Institutional Advisory
Florida
$256K +$82 +1 +0%
PWMG
154
Prestige Wealth Management Group
New Jersey
$255K
UF
155
Univest Financial
Pennsylvania
$251K
AMCA
156
Arthur M. Cohen & Associates
Illinois
$249K -$103K -1,250 -30%
Bank of New York Mellon
157
Bank of New York Mellon
New York
$249K +$236K +2,874 New
WCM
158
Wealthcare Capital Management
Virginia
$248K +$234K +2,852 New
SG
159
StoneX Group
New York
$245K +$231K +2,822 New
William Blair & Company
160
William Blair & Company
Illinois
$236K -$36.9K -450 -14%
RHBC
161
R.H. Bluestein & Co
Michigan
$232K +$219K +2,670 New
HH
162
Hilltop Holdings
Texas
$231K +$218K +2,656 New
CAM
163
Cresset Asset Management
Illinois
$228K
PP
164
PrairieView Partners
Minnesota
$226K
MSFS
165
Main Street Financial Solutions
Pennsylvania
$218K +$206K +2,506 New
PA
166
Parallel Advisors
California
$217K
BWM
167
BCS Wealth Management
Tennessee
$214K +$202K +2,462 New
FFWA
168
FRG Family Wealth Advisors
Washington
$208K +$197K +2,400 New
NHC
169
Nicholas Hoffman & Company
Georgia
$206K +$195K +2,377 New
SPIA
170
Steward Partners Investment Advisory
New York
$203K +$3.12K +38 +2%
TP
171
Tranquility Partners
Tennessee
$203K +$192K +2,339 New
DWMG
172
DB Wealth Management Group
California
$188K +$178K +2,170 New
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$184K -$33.7K -411 -16%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$177K
TFS
175
TrustCore Financial Services
Tennessee
$171K