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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
176
Johnson Investment Counsel
Ohio
$473K
SWP
177
Summit Wealth Partners
Florida
$463K -$4.77K -45 -1%
MWA
178
Martel Wealth Advisors
Washington
$459K +$2.23K +21 +0.5%
1WM
179
1900 Wealth Management
Texas
$455K -$109K -1,032 -20%
RMAM
180
Raab & Moskowitz Asset Management
New Jersey
$446K -$27.5K -259 -6%
WBG
181
Wharton Business Group
Pennsylvania
$441K +$193K +1,815 +79%
VCM
182
Virtue Capital Management
Tennessee
$423K
LA
183
Latitude Advisors
Florida
$422K +$157K +1,476 +60%
MSFS
184
Main Street Financial Solutions
Pennsylvania
$416K +$92.7K +874 +29%
IA
185
IFG Advisory
Georgia
$407K +$402K +3,794 New
Kovitz Investment Group Partners
186
Kovitz Investment Group Partners
Illinois
$388K -$690K -6,506 -64%
HF
187
HRT Financial
New York
$381K +$377K +3,558 New
FFW
188
Fusion Family Wealth
New York
$380K
KFGK
189
Keystone Financial Group (Kentucky)
Kentucky
$379K
Bessemer Group
190
Bessemer Group
New Jersey
$362K
9WM
191
9258 Wealth Management
Ohio
$362K +$358K +3,376 New
SAM
192
Secure Asset Management
Michigan
$355K -$2.12K -20 -0.6%
TAIM
193
TD Ameritrade Investment Management
Nebraska
$353K +$29.3K +276 +9%
IA
194
IFP Advisors
Florida
$351K +$457K +4,307 +1,286%
SB
195
Strategic Blueprint
Georgia
$349K
AAS
196
Ameritas Advisory Services
Nebraska
$349K +$38.2K +360 +12%
VC
197
Veracity Capital
Georgia
$343K -$3.18K -30 -0.9%
AMCA
198
Arthur M. Cohen & Associates
Illinois
$343K +$35K +330 +11%
Wealth Enhancement Advisory Services
199
Wealth Enhancement Advisory Services
Minnesota
$331K
CAG
200
Csenge Advisory Group
Florida
$328K +$65.9K +621 +25%