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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
151
Jones Financial Companies
Missouri
$2.04M +$622K +5,038 +46%
HWA
152
Hilltop Wealth Advisors
North Carolina
$2.03M -$96.5K -782 -5%
PBF
153
Petix & Botte Financial
California
$2.02M +$6.42K +52 +0.3%
SQA
154
Simon Quick Advisors
New Jersey
$1.98M +$1.85K +15 +0.1%
CCM
155
Colorado Capital Management
Colorado
$1.8M +$1.05M +8,471 +152%
OAJ
156
Ogorek Anthony Joseph
New York
$1.79M -$92.2K -747 -5%
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$1.78M +$1.42M +11,524 +491%
AGA
158
Arkos Global Advisors
Texas
$1.77M
MGIA
159
Matthew Goff Investment Advisor
Texas
$1.73M +$370 +3 +0%
Northern Trust
160
Northern Trust
Illinois
$1.69M -$213K -1,727 -12%
AAS
161
Ameritas Advisory Services
Nebraska
$1.67M -$205K -1,663 -11%
GVAG
162
Great Valley Advisor Group
Delaware
$1.65M +$153K +1,240 +11%
IWC
163
Integrated Wealth Concepts
Massachusetts
$1.64M +$554K +4,489 +54%
DAS
164
Diversify Advisory Services
Utah
$1.63M -$7.53K -61 -0.5%
EWA
165
EP Wealth Advisors
California
$1.6M -$28.6K -232 -2%
UAG
166
United Advisor Group
Ohio
$1.53M +$1.48M +11,961 New
MGIA
167
Moneta Group Investment Advisors
Missouri
$1.48M -$1.24K -10 -0.1%
BC
168
Bowman & Company
Wisconsin
$1.48M +$16.7K +135 +1%
NA
169
NewEdge Advisors
Louisiana
$1.47M -$73.6K -596 -5%
PA
170
Procyon Advisors
Connecticut
$1.47M -$29.6K -240 -2%
GAM
171
Gotham Asset Management
New York
$1.46M -$2.96K -24 -0.2%
GRP
172
Global Retirement Partners
California
$1.43M +$46.8K +379 +4%
ACM
173
AlphaStar Capital Management
North Carolina
$1.41M +$1.36M +10,994 New
CA
174
Calton & Associates
Florida
$1.38M +$736K +5,962 +124%
PSB
175
Passumpsic Savings Bank
Vermont
$1.38M +$104K +845 +9%