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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
151
Western Wealth Management
Colorado
$527K +$509K +4,925 New
ANTB
152
AMG National Trust Bank
Colorado
$506K
PBF
153
Petix & Botte Financial
California
$493K -$554K -5,354 -54%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$493K -$283K -2,737 -37%
William Blair & Company
155
William Blair & Company
Illinois
$485K +$176K +1,699 +60%
RMAM
156
Raab & Moskowitz Asset Management
New Jersey
$472K
JIC
157
Johnson Investment Counsel
Ohio
$471K -$10.3K -100 -2%
SWP
158
Summit Wealth Partners
Florida
$465K +$1.34K +13 +0.3%
OPS
159
Orion Portfolio Solutions
Nebraska
$455K +$7.24K +70 +2%
MWA
160
Martel Wealth Advisors
Washington
$454K +$5.48K +53 +1%
JWCA
161
J.W. Cole Advisors
Florida
$446K +$432K +4,173 New
DAS
162
Dynamic Advisor Solutions
Arizona
$437K +$423K +4,093 New
GIA
163
Gladstone Institutional Advisory
Florida
$435K +$207 +2 +0%
VCM
164
Virtue Capital Management
Tennessee
$421K +$408K +3,944 New
TWP
165
Transparent Wealth Partners
Arkansas
$407K +$394K +3,807 New
FFW
166
Fusion Family Wealth
New York
$378K -$31K -300 -8%
KFGK
167
Keystone Financial Group (Kentucky)
Kentucky
$378K +$366K +3,534 New
CCP
168
Carmel Capital Partners
California
$363K +$351K +3,396 New
Bessemer Group
169
Bessemer Group
New Jersey
$360K
SAM
170
Secure Asset Management
Michigan
$356K +$4.65K +45 +1%
SB
171
Strategic Blueprint
Georgia
$347K -$64.6K -625 -16%
VC
172
Veracity Capital
Georgia
$345K +$34.5K +334 +12%
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
$325K +$107K +1,039 +51%
TAIM
174
TD Ameritrade Investment Management
Nebraska
$322K -$158K -1,524 -34%
ST
175
Spinnaker Trust
Maine
$321K