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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
151
Martel Wealth Advisors
Washington
$395K -$52.8K -580 -12%
WWM
152
Western Wealth Management
Colorado
$395K +$60.8K +668 +19%
TAIM
153
TD Ameritrade Investment Management
Nebraska
$390K
FFW
154
Fusion Family Wealth
New York
$366K
DWMG
155
DB Wealth Management Group
California
$344K +$132K +1,447 +67%
WIA
156
World Investment Advisors
California
$340K -$15.8K -174 -5%
Citigroup
157
Citigroup
New York
$333K
HH
158
Hilltop Holdings
Texas
$330K +$73.9K +813 +31%
CA
159
Calton & Associates
Florida
$323K
Bessemer Group
160
Bessemer Group
New Jersey
$321K
SAM
161
Secure Asset Management
Michigan
$312K -$9.28K -102 -3%
Bank of New York Mellon
162
Bank of New York Mellon
New York
$311K +$36.1K +397 +14%
Vanguard Group
163
Vanguard Group
Pennsylvania
$302K +$5.37K +59 +2%
ST
164
Spinnaker Trust
Maine
$300K
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$291K -$5.73K -63 -2%
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$290K -$76.2K -838 -22%
GIA
167
Gladstone Institutional Advisory
Florida
$285K +$3.55K +39 +1%
PWMG
168
Prestige Wealth Management Group
New Jersey
$279K
FFWA
169
FRG Family Wealth Advisors
Washington
$276K +$45.5K +500 +21%
UF
170
Univest Financial
Pennsylvania
$275K
AMCA
171
Arthur M. Cohen & Associates
Illinois
$273K
TWM
172
Tradition Wealth Management
Minnesota
$273K +$261K +2,870 New
LA
173
Latitude Advisors
Florida
$269K +$257K +2,821 New
William Blair & Company
174
William Blair & Company
Illinois
$258K
RHBC
175
R.H. Bluestein & Co
Michigan
$254K