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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
151
Wealthcare Capital Management
Virginia
$773K +$55.7K +567 +7%
DWMG
152
DB Wealth Management Group
California
$770K -$179K -1,822 -18%
AWM
153
Accurate Wealth Management
Florida
$769K +$660K +6,719 New
SWP
154
Stratos Wealth Partners
Ohio
$761K -$32.4K -330 -4%
RJT
155
Raymond James Trust
Florida
$750K – – –
HBW
156
Hazlett, Burt & Watson
West Virginia
$725K – – –
CWM
157
Collaborative Wealth Management
Florida
$718K – – –
CGA
158
Crescent Grove Advisors
Illinois
$700K – – –
PT
159
Plimoth Trust
Massachusetts
$698K -$52.1K -530 -6%
Mariner
160
Mariner
Kansas
$697K +$761K +7,752 New
CB
161
Cadence Bank
Mississippi
$696K +$136K +1,384 +22%
ACP
162
Aveo Capital Partners
Colorado
$688K +$11.9K +121 +2%
GW
163
GW & Wade
Massachusetts
$685K – – –
SOS
164
Silver Oak Securities
Tennessee
$681K +$660K +6,720 New
CFG
165
Citizens Financial Group
Rhode Island
$673K – – –
BCM
166
Brookstone Capital Management
Illinois
$659K -$2.51M -25,533 -78%
MHS
167
M Holdings Securities
Oregon
$653K +$467K +4,752 +189%
PCIA
168
Prime Capital Investment Advisors
Kansas
$649K -$744K -7,572 -51%
TFS
169
TrustCore Financial Services
Tennessee
$643K +$475K +4,833 +208%
BRWA
170
B. Riley Wealth Advisors
Florida
$641K +$8.94K +91 +1%
LWA
171
LWS Wealth Advisors
New Jersey
$632K – – –
RFN
172
Redwood Financial Network
Ohio
$622K -$18.6K -189 -3%
AG
173
Ascent Group
Virginia
$622K +$16.7K +170 +3%
AFS
174
Annapolis Financial Services
Maryland
$610K +$631K +6,421 +1,764%
HI
175
Hudock Inc
Pennsylvania
$591K -$1.58M -16,040 -71%