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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
151
Channel Wealth
California
$928K -$10.9K -104 -1%
GFG
152
Goldstone Financial Group
Illinois
$922K +$28.1K +268 +3%
RWM
153
Revisor Wealth Management
Ohio
$914K +$322K +3,072 +52%
WCM
154
Wealthcare Capital Management
Virginia
$891K -$82.2K -784 -8%
CAM
155
Concorde Asset Management
Michigan
$881K -$90.4K -862 -9%
PA
156
PFG Advisors
Arizona
$880K -$2.2K -21 -0.2%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$842K +$87.2K +832 +11%
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$833K +$519K +4,953 +152%
AG
159
Ascent Group
Virginia
$824K -$22.9K -218 -3%
LWA
160
LWS Wealth Advisors
New Jersey
$796K +$10.2K +97 +1%
CA
161
Crane Advisory
California
$791K -$6.08K -58 -0.7%
PT
162
Plimoth Trust
Massachusetts
$777K -$18.4K -175 -2%
GW
163
GW & Wade
Massachusetts
$777K +$944 +9 +0.1%
EFG
164
Ethos Financial Group
Pennsylvania
$774K +$800K +7,632 New
Renaissance Technologies
165
Renaissance Technologies
New York
$761K +$157K +1,500 +25%
DWMG
166
DB Wealth Management Group
California
$754K -$90.2K -860 -10%
PWG
167
Private Wealth Group
Florida
$746K
WBG
168
Wharton Business Group
Pennsylvania
$737K +$165K +1,575 +28%
RJT
169
Raymond James Trust
Florida
$736K +$314K +2,992 +70%
CGA
170
Crescent Grove Advisors
Illinois
$715K
SPC
171
Sigma Planning Corp
Michigan
$707K +$77.3K +737 +12%
ACP
172
Aveo Capital Partners
Colorado
$694K -$22.8K -217 -3%
Koshinski Asset Management
173
Koshinski Asset Management
Illinois
$688K +$3.77K +36 +0.5%
SOS
174
Silver Oak Securities
Tennessee
$681K +$705K +6,720 New
CWM
175
Collaborative Wealth Management
Florida
$672K -$58.5K -558 -8%