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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
176
Berger Financial Group
Minnesota
$578K -$8.54K -87 -1%
PIA
177
Pinion Investment Advisors
Kansas
$573K +$25.1K +256 +4%
GM
178
GeoWealth Management
Illinois
$563K +$478K +4,870 +349%
HNWAG
179
High Net Worth Advisory Group
Florida
$549K +$295K +3,000 +97%
AWA
180
Arkadios Wealth Advisors
Georgia
$533K +$6.88K +70 +1%
CA
181
Cetera Advisors
Colorado
$522K +$27.7K +282 +5%
HHRDM
182
H&H Retirement Design & Management
Nevada
$520K -$35.9K -366 -6%
AMCA
183
Arthur M. Cohen & Associates
Illinois
$512K
FNBOO
184
First National Bank of Omaha
Nebraska
$512K +$559K +5,690 New
RMAM
185
Raab & Moskowitz Asset Management
New Jersey
$511K +$141K +1,433 +34%
VF
186
Virtu Financial
New York
$504K +$551K +5,605 New
PL
187
Plancorp LLC
Missouri
$500K
GIA
188
Gladstone Institutional Advisory
Florida
$499K -$4.03K -41 -0.7%
DAS
189
Dynamic Advisor Solutions
Arizona
$488K +$2.06K +21 +0.4%
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$485K -$15.5K -158 -3%
BB
191
Bell Bank
North Dakota
$475K
William Blair & Company
192
William Blair & Company
Illinois
$459K -$13.3K -135 -3%
WBG
193
Wharton Business Group
Pennsylvania
$450K +$41.7K +425 +9%
W
194
WealthOne
New York
$446K -$196 -2 -0%
CCB
195
Country Club Bank
Missouri
$425K -$1.96M -19,915 -81%
VWA
196
Visionary Wealth Advisors
Illinois
$425K +$15.2K +155 +3%
PBF
197
Petix & Botte Financial
California
$408K
JIC
198
Johnson Investment Counsel
Ohio
$405K +$9.82K +100 +2%
MFA
199
McClarren Financial Advisors
Pennsylvania
$404K +$442K +4,503 New
SWP
200
Summit Wealth Partners
Florida
$402K +$60.1K +612 +16%