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Vanguard Morningstar Mega Cap Value ETF
MGV

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
176
Manchester Financial
California
$139K – – –
CIAS
177
Capital Investment Advisory Services
North Carolina
$129K +$122K +1,484 New
CFGS
178
Concourse Financial Group Securities
Alabama
$123K – – –
DI
179
Disciplined Investments
Oklahoma
$98K -$19.5K -238 -17%
HWM
180
Holloway Wealth Management
Florida
$85K – – –
PWM
181
Perigon Wealth Management
California
$84K +$79K +963 New
MCM
182
MV Capital Management
Maryland
$81K – – –
BBHC
183
Brown Brothers Harriman & Co
New York
$79K +$75.1K +915 New
TIAM2
184
Tru Independence Asset Management 2
Oregon
$71K +$67K +817 New
GRP
185
Global Retirement Partners
California
$66K – – –
GA
186
GoalVest Advisory
New York
$57K +$54K +658 New
BA
187
Bellwether Advisors
Nebraska
$49K +$47K +573 New
AWM
188
Accel Wealth Management
Iowa
$45K +$42.1K +513 New
FA
189
Financial Avengers
California
$43K +$41.1K +501 New
FPFS
190
First Personal Financial Services
North Carolina
$35K – – –
CFA
191
Carroll Financial Associates
North Carolina
$31K +$14.7K +179 +98%
RA
192
Reby Advisors
Connecticut
$31K +$29.1K +355 New
S
193
SignatureFD
Georgia
$30K -$3.36K -41 -10%
IA
194
IFP Advisors
Florida
$29K – – –
SFS
195
Sowell Financial Services
Arkansas
$27K +$13.7K +167 +115%
DSC
196
Duncker Streett & Co
Missouri
$22K – – –
HNB
197
Huntington National Bank
Ohio
$20K – – –
HFA
198
Hoover Financial Advisors
Pennsylvania
$14K +$12.4K +151 New
IAIM
199
International Assets Investment Management
Florida
$12K +$11.5K +140 New
FDCDDQ
200
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.5K – – –
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