We are live on ! Find out more
MGV icon

Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFG
151
Goldstone Financial Group
Illinois
$922K +$28.1K +268 +3%
RWM
152
Revisor Wealth Management
Ohio
$914K +$322K +3,072 +52%
WCM
153
Wealthcare Capital Management
Virginia
$891K -$82.2K -784 -8%
CAM
154
Concorde Asset Management
Michigan
$881K -$90.4K -862 -9%
PA
155
PFG Advisors
Arizona
$880K -$2.2K -21 -0.2%
Fidelity Investments
156
Fidelity Investments
Massachusetts
$842K +$87.2K +832 +11%
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$833K +$519K +4,953 +152%
AG
158
Ascent Group
Virginia
$824K -$22.9K -218 -3%
LWA
159
LWS Wealth Advisors
New Jersey
$796K +$10.2K +97 +1%
CA
160
Crane Advisory
California
$791K -$6.08K -58 -0.7%
PT
161
Plimoth Trust
Massachusetts
$777K -$18.4K -175 -2%
GW
162
GW & Wade
Massachusetts
$777K +$944 +9 +0.1%
EFG
163
Ethos Financial Group
Pennsylvania
$774K +$800K +7,632 New
Renaissance Technologies
164
Renaissance Technologies
New York
$761K +$157K +1,500 +25%
DWMG
165
DB Wealth Management Group
California
$754K -$90.2K -860 -10%
PWG
166
Private Wealth Group
Florida
$746K – – –
WBG
167
Wharton Business Group
Pennsylvania
$737K +$165K +1,575 +28%
RJT
168
Raymond James Trust
Florida
$736K +$314K +2,992 +70%
CGA
169
Crescent Grove Advisors
Illinois
$715K – – –
SPC
170
Sigma Planning Corp
Michigan
$707K +$77.3K +737 +12%
ACP
171
Aveo Capital Partners
Colorado
$694K -$22.8K -217 -3%
Koshinski Asset Management
172
Koshinski Asset Management
Illinois
$688K +$3.77K +36 +0.5%
SOS
173
Silver Oak Securities
Tennessee
$681K +$705K +6,720 New
CWM
174
Collaborative Wealth Management
Florida
$672K -$58.5K -558 -8%
WP
175
Westmount Partners
California
$672K – – –