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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWL
176
Causey Wealth LLC
Colorado
$1.42M +$1.46M +11,336 New
CSP
177
Cary Street Partners
Virginia
$1.41M +$1.46M +11,319 New
GAM
178
Gotham Asset Management
New York
$1.39M -$24.1K -187 -2%
AGA
179
Arkos Global Advisors
Texas
$1.39M -$348K -2,700 -20%
RWM
180
Revisor Wealth Management
Ohio
$1.38M +$425K +3,292 +44%
DAS
181
Diversify Advisory Services
Utah
$1.36M -$207K -1,607 -13%
OWM
182
OneAscent Wealth Management
Alabama
$1.35M +$481K +3,727 +52%
LI
183
LifeWealth Investments
Florida
$1.35M +$1.4M +10,817 New
GRP
184
Global Retirement Partners
California
$1.35M -$53.3K -413 -4%
BP
185
Ballentine Partners
Massachusetts
$1.34M – – –
KPWS
186
Kestra Private Wealth Services
Texas
$1.26M +$40.3K +312 +3%
M&T Bank
187
M&T Bank
New York
$1.2M -$78.7K -610 -6%
Vanguard Group
188
Vanguard Group
Pennsylvania
$1.16M +$104K +802 +9%
Citadel Advisors
189
Citadel Advisors
Florida
$1.15M +$595K +4,608 +99%
WSFS
190
Wilmington Savings Fund Society
Delaware
$1.14M +$978K +7,578 +483%
Focus Partners Wealth
191
Focus Partners Wealth
Massachusetts
$1.14M +$1.18M +9,107 New
FA
192
Flagstar Advisors
New York
$1.14M +$85.3K +661 +8%
BFAG
193
Blackston Financial Advisory Group
Florida
$1.13M +$304K +2,352 +35%
SCA
194
Snowden Capital Advisors
New York
$1.13M – – –
WIA
195
World Investment Advisors
California
$1.12M +$127K +987 +12%
HNWAG
196
High Net Worth Advisory Group
Florida
$1.1M – – –
RWP
197
RWA Wealth Partners
Massachusetts
$1.09M +$209K +1,622 +23%
PFGIA
198
Patriot Financial Group Insurance Agency
Massachusetts
$1.07M -$155K -1,202 -12%
Cerity Partners
199
Cerity Partners
New York
$1.06M +$69.6K +539 +7%
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$1.04M +$25.7K +199 +2%