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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
151
Tradition Wealth Management
Minnesota
$3.53M +$34.3K +247 +1%
P
152
&Partners
Tennessee
$3.49M +$1.31M +9,431 +62%
MCM
153
MAI Capital Management
Ohio
$3.47M +$109K +785 +3%
LI
154
LifeWealth Investments
Florida
$3.45M -$2.61M -18,763 -43%
Corient Private Wealth
155
Corient Private Wealth
Florida
$3.37M +$2.27M +16,324 +216%
GJIA
156
Glass Jacobson Investment Advisors
Maryland
$3.36M -$149K -1,069 -4%
CW
157
CreativeOne Wealth
Kansas
$3.35M +$634K +4,557 +24%
SWM
158
Silverlake Wealth Management
Vermont
$3.35M +$25.4K +183 +0.8%
ACI
159
Alpha Cubed Investments
California
$3.28M -$292K -2,101 -8%
IFS
160
Ifrah Financial Services
Arkansas
$3.15M -$18.6K -134 -0.6%
CA
161
Cresta Advisors
Texas
$3.13M +$135K +971 +5%
AG
162
Ascent Group
Virginia
$3.01M -$4.73K -34 -0.2%
PFA
163
Perryman Financial Advisory
Texas
$2.99M +$2.94M +21,161 New
HAG
164
HighPoint Advisor Group
Illinois
$2.96M +$2.92M +20,967 New
MG
165
Mather Group
Illinois
$2.92M -$109K -784 -4%
MWM
166
Maridea Wealth Management
New York
$2.84M +$22.7K +163 +0.8%
SFP
167
Strategic Financial Partners
Oregon
$2.8M -$47K -338 -2%
Truist Financial
168
Truist Financial
North Carolina
$2.75M -$88K -633 -3%
AIA
169
Arcadia Investment Advisors
Idaho
$2.75M -$7.75M -55,714 -74%
RGC
170
Roberts, Glore & Co
Illinois
$2.65M +$417 +3 +0%
WFA
171
Wells Financial Advisors
Massachusetts
$2.64M -$590K -4,242 -18%
CL
172
Choreo LLC
Illinois
$2.64M +$25.3K +182 +1%
FWA
173
FSC Wealth Advisors
New York
$2.61M -$4.87M -34,997 -65%
GVAG
174
Great Valley Advisor Group
Delaware
$2.56M +$136K +978 +6%
GFG
175
Grantvest Financial Group
New Jersey
$2.55M +$14K +101 +0.6%