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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
176
Cowen and Company
New York
$538K +$572K +5,590 New
GIA
177
Gladstone Institutional Advisory
Florida
$537K -$10K -98 -2%
PL
178
Plancorp LLC
Missouri
$535K
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$534K -$285K -2,787 -33%
CA
180
Cetera Advisors
Colorado
$531K -$42.5K -415 -7%
DAS
181
Dynamic Advisor Solutions
Arizona
$520K -$90.1K -880 -14%
PMG
182
ProVise Management Group
Florida
$516K +$329K +3,208 +149%
BB
183
Bell Bank
North Dakota
$508K
William Blair & Company
184
William Blair & Company
Illinois
$504K -$53.7K -524 -9%
CA
185
Calton & Associates
Florida
$502K +$535K +5,226 New
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$488K -$15.1K -147 -3%
W
187
WealthOne
New York
$477K -$19.2K -187 -4%
FHC
188
First Heartland Consultants
Missouri
$459K -$4.51K -44 -0.9%
WBG
189
Wharton Business Group
Pennsylvania
$441K +$49.7K +485 +12%
VWA
190
Visionary Wealth Advisors
Illinois
$440K +$233K +2,273 +99%
PBF
191
Petix & Botte Financial
California
$437K -$463K -4,516 -50%
JIC
192
Johnson Investment Counsel
Ohio
$424K
MWA
193
Martel Wealth Advisors
Washington
$414K +$2.66K +26 +0.6%
RMAM
194
Raab & Moskowitz Asset Management
New Jersey
$409K +$9.83K +96 +2%
1WM
195
1900 Wealth Management
Texas
$408K
MSFS
196
Main Street Financial Solutions
Pennsylvania
$396K +$24.7K +241 +6%
ANTB
197
AMG National Trust Bank
Colorado
$394K -$84K -820 -17%
KFGK
198
Keystone Financial Group (Kentucky)
Kentucky
$388K +$51.2K +500 +14%
VCM
199
Virtue Capital Management
Tennessee
$379K
SWP
200
Summit Wealth Partners
Florida
$371K -$46.1K -450 -10%