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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
176
StoneX Group
New York
$582K +$16.7K +170 +3%
BFG
177
Berger Financial Group
Minnesota
$578K -$8.54K -87 -1%
PIA
178
Pinion Investment Advisors
Kansas
$573K +$25.1K +256 +4%
GM
179
GeoWealth Management
Illinois
$563K +$478K +4,870 +349%
HNWAG
180
High Net Worth Advisory Group
Florida
$549K +$295K +3,000 +97%
AWA
181
Arkadios Wealth Advisors
Georgia
$533K +$6.88K +70 +1%
CA
182
Cetera Advisors
Colorado
$522K +$27.7K +282 +5%
HHRDM
183
H&H Retirement Design & Management
Nevada
$520K -$35.9K -366 -6%
MOS
184
MGO One Seven
Ohio
$518K – – –
AMCA
185
Arthur M. Cohen & Associates
Illinois
$512K – – –
FNBOO
186
First National Bank of Omaha
Nebraska
$512K +$559K +5,690 New
RMAM
187
Raab & Moskowitz Asset Management
New Jersey
$511K +$141K +1,433 +34%
VF
188
Virtu Financial
New York
$504K +$551K +5,605 New
PL
189
Plancorp LLC
Missouri
$500K – – –
GIA
190
Gladstone Institutional Advisory
Florida
$499K -$4.03K -41 -0.7%
DAS
191
Dynamic Advisor Solutions
Arizona
$488K +$2.06K +21 +0.4%
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$485K -$15.5K -158 -3%
BB
193
Bell Bank
North Dakota
$475K – – –
William Blair & Company
194
William Blair & Company
Illinois
$459K -$13.3K -135 -3%
WBG
195
Wharton Business Group
Pennsylvania
$450K +$41.7K +425 +9%
W
196
WealthOne
New York
$446K -$196 -2 -0%
CCB
197
Country Club Bank
Missouri
$425K -$1.96M -19,915 -81%
VWA
198
Visionary Wealth Advisors
Illinois
$425K +$15.2K +155 +3%
PBF
199
Petix & Botte Financial
California
$408K – – –
JIC
200
Johnson Investment Counsel
Ohio
$405K +$9.82K +100 +2%