We are live on ! Find out more
MGV icon

Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
201
McClarren Financial Advisors
Pennsylvania
$404K +$442K +4,503 New
SWP
202
Summit Wealth Partners
Florida
$402K +$60.1K +612 +16%
MWA
203
Martel Wealth Advisors
Washington
$387K – – –
1WM
204
1900 Wealth Management
Texas
$381K – – –
CAG
205
Csenge Advisory Group
Florida
$380K +$112K +1,136 +37%
FFW
206
Fusion Family Wealth
New York
$376K +$54K +550 +17%
MSFS
207
Main Street Financial Solutions
Pennsylvania
$374K +$4.52K +46 +1%
KFGK
208
Keystone Financial Group (Kentucky)
Kentucky
$363K – – –
VCM
209
Virtue Capital Management
Tennessee
$355K – – –
ANTB
210
AMG National Trust Bank
Colorado
$350K -$2.46K -25 -0.6%
AAS
211
Ameritas Advisory Services
Nebraska
$345K +$40.5K +412 +12%
Cerity Partners
212
Cerity Partners
New York
$339K – – –
VWA
213
V Wealth Advisors
Kansas
$313K +$56.4K +574 +20%
BAM
214
Belpointe Asset Management
Nevada
$306K -$270K -2,751 -45%
Bessemer Group
215
Bessemer Group
New Jersey
$303K – – –
SAM
216
Secure Asset Management
Michigan
$292K – – –
KIG
217
Kowal Investment Group
Wisconsin
$287K – – –
SB
218
Strategic Blueprint
Georgia
$284K -$8.84K -90 -3%
TAIM
219
TD Ameritrade Investment Management
Nebraska
$283K -$5.6K -57 -2%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$278K -$194K -1,977 -39%
CPA
221
Cardiff Park Advisors
California
$275K – – –
ST
222
Spinnaker Trust
Maine
$270K – – –
PWMG
223
Prestige Wealth Management Group
New Jersey
$266K – – –
PAS
224
Park Avenue Securities
New York
$262K +$40K +407 +16%
CAM
225
Cresset Asset Management
Illinois
$258K – – –