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Vanguard Morningstar Mega Cap Value ETF
MGV

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
201
Spinnaker Trust
Maine
$322K – – –
PWMG
202
Prestige Wealth Management Group
New Jersey
$315K – – –
CAM
203
Cresset Asset Management
Illinois
$306K +$106 +1 +0%
CGFA
204
Colton Groome Financial Advisors
North Carolina
$302K +$20.3K +191 +7%
FMII
205
Farmers & Merchants Investments Inc
Nebraska
$297K – – –
CCA
206
Column Capital Advisors
Indiana
$296K +$292K +2,757 New
FHA
207
Flagship Harbor Advisors
Massachusetts
$292K +$15.9K +150 +6%
VWA
208
V Wealth Advisors
Kansas
$290K +$2.86K +27 +1%
RHBC
209
R.H. Bluestein & Co
Michigan
$287K – – –
YIH
210
Y-Intercept (HK)
Hong Kong
$286K +$283K +2,668 New
UF
211
Univest Financial
Pennsylvania
$285K – – –
PP
212
PrairieView Partners
Minnesota
$278K – – –
TNB
213
Thomasville National Bank
Georgia
$274K – – –
SPIA
214
Steward Partners Investment Advisory
New York
$273K – – –
HWMA
215
Heritage Wealth Management (Arizona)
Arizona
$267K +$264K +2,487 New
TP
216
Tranquility Partners
Tennessee
$265K – – –
BWM
217
BCS Wealth Management
Tennessee
$264K – – –
VFPW
218
Vantage Financial Partners (Wisconsin)
Wisconsin
$264K +$1.27K +12 +0.5%
PCIA
219
Prime Capital Investment Advisors
Kansas
$260K – – –
NHC
220
Nicholas Hoffman & Company
Georgia
$255K – – –
PAS
221
Park Avenue Securities
New York
$254K +$12.9K +122 +5%
CFO
222
CVA Family Office
Colorado
$254K +$251K +2,370 New
LA
223
LVW Advisors
New York
$251K – – –
CPA
224
Cardiff Park Advisors
California
$251K +$743 +7 +0.3%
BF
225
BOK Financial
Oklahoma
$251K +$42.2K +398 +21%
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9
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