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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
176
OneAscent Wealth Management
Alabama
$1.95M +$97.3K +776 +6%
MGIA
177
Moneta Group Investment Advisors
Missouri
$1.92M +$393K +3,131 +27%
SPC
178
Sigma Planning Corp
Michigan
$1.92M -$128K -1,017 -6%
FB
179
Finward Bancorp
Indiana
$1.81M +$34.5K +275 +2%
RWM
180
Revisor Wealth Management
Ohio
$1.79M -$163K -1,303 -9%
SFS
181
Sowell Financial Services
Arkansas
$1.79M +$14K +112 +0.8%
OAJ
182
Ogorek Anthony Joseph
New York
$1.76M -$35.6K -284 -2%
MA
183
MONECO Advisors
Connecticut
$1.71M -$510K -4,064 -24%
PA
184
Procyon Advisors
Connecticut
$1.71M +$138K +1,098 +9%
Northern Trust
185
Northern Trust
Illinois
$1.65M +$65.1K +519 +4%
IWC
186
Integrated Wealth Concepts
Massachusetts
$1.65M +$310K +2,473 +25%
JWCA
187
J.W. Cole Advisors
Florida
$1.64M +$886K +7,063 +129%
DAS
188
DMKC Advisory Services
Iowa
$1.64M +$1.56M +12,446 New
ATC
189
Argent Trust Co
Tennessee
$1.6M +$1.01M +8,070 +194%
NA
190
NewEdge Advisors
Louisiana
$1.6M +$71.5K +570 +5%
GAM
191
Gotham Asset Management
New York
$1.56M +$94.4K +753 +7%
EWA
192
EP Wealth Advisors
California
$1.55M -$61.1K -487 -4%
BC
193
Bowman & Company
Wisconsin
$1.53M
CWL
194
Causey Wealth LLC
Colorado
$1.49M
FA
195
Flagstar Advisors
New York
$1.48M +$79.3K +632 +6%
GRP
196
Global Retirement Partners
California
$1.47M +$1.4M +11,182 New
P
197
&Partners
Tennessee
$1.46M -$30.8K -246 -2%
KPWS
198
Kestra Private Wealth Services
Texas
$1.46M +$81.9K +653 +6%
PBF
199
Petix & Botte Financial
California
$1.45M
Focus Partners Wealth
200
Focus Partners Wealth
Massachusetts
$1.42M +$10.5K +84 +0.8%