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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
201
Martel Wealth Advisors
Washington
$387K
1WM
202
1900 Wealth Management
Texas
$381K
CAG
203
Csenge Advisory Group
Florida
$380K +$112K +1,136 +37%
FFW
204
Fusion Family Wealth
New York
$376K +$54K +550 +17%
MSFS
205
Main Street Financial Solutions
Pennsylvania
$374K +$4.52K +46 +1%
KFGK
206
Keystone Financial Group (Kentucky)
Kentucky
$363K
VCM
207
Virtue Capital Management
Tennessee
$355K
ANTB
208
AMG National Trust Bank
Colorado
$350K -$2.46K -25 -0.6%
AAS
209
Ameritas Advisory Services
Nebraska
$345K +$40.5K +412 +12%
Cerity Partners
210
Cerity Partners
New York
$339K
VWA
211
V Wealth Advisors
Kansas
$313K +$56.4K +574 +20%
BAM
212
Belpointe Asset Management
Nevada
$306K -$270K -2,751 -45%
Bessemer Group
213
Bessemer Group
New Jersey
$303K
SAM
214
Secure Asset Management
Michigan
$292K
KIG
215
Kowal Investment Group
Wisconsin
$287K
SB
216
Strategic Blueprint
Georgia
$284K -$8.84K -90 -3%
TAIM
217
TD Ameritrade Investment Management
Nebraska
$283K -$5.6K -57 -2%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$278K -$194K -1,977 -39%
CPA
219
Cardiff Park Advisors
California
$275K
ST
220
Spinnaker Trust
Maine
$270K
PWMG
221
Prestige Wealth Management Group
New Jersey
$266K
PAS
222
Park Avenue Securities
New York
$262K +$40K +407 +16%
CAM
223
Cresset Asset Management
Illinois
$258K
Kovitz Investment Group Partners
224
Kovitz Investment Group Partners
Illinois
$256K -$31.9K -325 -10%
AR
225
Apeiron RIA
Texas
$253K +$273K +2,775 New