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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWG
176
Private Wealth Group
Florida
$743K – – –
ACP
177
Aveo Capital Partners
Colorado
$733K -$32.8K -321 -4%
BRWA
178
B. Riley Wealth Advisors
Florida
$731K +$9.61K +94 +1%
CGA
179
Crescent Grove Advisors
Illinois
$713K -$69.1K -676 -9%
LWA
180
LWS Wealth Advisors
New Jersey
$691K +$10.5K +103 +2%
SPC
181
Sigma Planning Corp
Michigan
$683K +$64.4K +630 +10%
RWM
182
Revisor Wealth Management
Ohio
$671K +$679K +6,644 New
WP
183
Westmount Partners
California
$670K – – –
CB
184
Cadence Bank
Mississippi
$665K -$122K -1,195 -15%
ICP
185
Interchange Capital Partners
Pennsylvania
$661K -$497K -4,862 -43%
GFG
186
Goldstone Financial Group
Illinois
$636K +$644K +6,300 New
BFG
187
Berger Financial Group
Minnesota
$635K -$14K -137 -2%
Fidelity Investments
188
Fidelity Investments
Massachusetts
$623K +$58.1K +569 +10%
HI
189
Hudock Inc
Pennsylvania
$622K -$7.36K -72 -1%
RFN
190
Redwood Financial Network
Ohio
$618K -$52.4K -513 -8%
HNWAG
191
High Net Worth Advisory Group
Florida
$616K – – –
SWP
192
ShoreHaven Wealth Partners
New Jersey
$600K +$261K +2,550 +75%
WBG
193
Wharton Business Group
Pennsylvania
$575K – – –
GIA
194
Gladstone Institutional Advisory
Florida
$574K +$13K +127 +2%
PL
195
Plancorp LLC
Missouri
$562K – – –
AAS
196
Ameritas Advisory Services
Nebraska
$550K -$168K -1,648 -23%
RMAM
197
Raab & Moskowitz Asset Management
New Jersey
$549K -$25.5K -250 -4%
MWM
198
Meridian Wealth Management
Kentucky
$543K -$613 -6 -0.1%
AWA
199
Arkadios Wealth Advisors
Georgia
$541K -$6.13K -60 -1%
MOS
200
MGO One Seven
Ohio
$538K – – –