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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
176
High Net Worth Advisory Group
Florida
$777K +$103K +1,000 +16%
LFAS
177
Level Four Advisory Services
Texas
$774K +$257K +2,484 +54%
Corient Private Wealth
178
Corient Private Wealth
Florida
$773K +$443K +4,285 +154%
CGA
179
Crescent Grove Advisors
Illinois
$772K
EFG
180
Ethos Financial Group
Pennsylvania
$754K -$75.8K -734 -10%
DWMG
181
DB Wealth Management Group
California
$727K -$81K -784 -11%
WP
182
Westmount Partners
California
$725K
GFG
183
Goldstone Financial Group
Illinois
$723K -$256K -2,482 -27%
CA
184
Calton & Associates
Florida
$719K +$679K +6,573 New
BCI
185
Brinker Capital Investments
Pennsylvania
$702K +$430K +4,159 +189%
OPS
186
Orion Portfolio Solutions
Nebraska
$702K +$430K +4,159 +189%
IA
187
IFP Advisors
Florida
$699K -$385K -3,727 -37%
CWM
188
Collaborative Wealth Management
Florida
$672K -$50.2K -486 -7%
Cerity Partners
189
Cerity Partners
New York
$665K +$628K +6,081 New
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$665K +$98.4K +952 +19%
PP
191
Pegasus Partners
Wisconsin
$658K +$622K +6,020 New
HH
192
Hilltop Holdings
Texas
$658K +$305K +2,956 +97%
BRWA
193
B. Riley Wealth Advisors
Florida
$656K +$44.7K +433 +8%
MAM
194
Mainsail Asset Management
Alabama
$651K +$615K +5,954 New
VC
195
Vicus Capital
Pennsylvania
$649K -$15.4K -149 -2%
RCAG
196
Rehmann Capital Advisory Group
Michigan
$646K -$4.34K -42 -0.7%
CAG
197
Csenge Advisory Group
Florida
$635K +$266K +2,577 +80%
VWA
198
Visionary Wealth Advisors
Illinois
$628K -$1.03K -10 -0.2%
JIC
199
Johnson Investment Counsel
Ohio
$625K +$94K +910 +19%
PL
200
Plancorp LLC
Missouri
$608K