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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
201
Gladstone Institutional Advisory
Florida
$571K +$402 +4 +0.1%
WWM
202
Western Wealth Management
Colorado
$569K -$621K -6,175 -53%
AWA
203
Arkadios Wealth Advisors
Georgia
$557K -$51.8K -515 -9%
MWM
204
Meridian Wealth Management
Kentucky
$554K +$541K +5,383 New
MOS
205
MGO One Seven
Ohio
$548K -$44.1K -439 -8%
LFAS
206
Level Four Advisory Services
Texas
$535K +$523K +5,205 New
CCB
207
Country Club Bank
Missouri
$517K +$37K +368 +8%
W
208
WealthOne
New York
$501K -$9.15K -91 -2%
VWA
209
Visionary Wealth Advisors
Illinois
$496K +$9.76K +97 +2%
AFS
210
Annapolis Financial Services
Maryland
$494K -$199K -1,983 -29%
MFA
211
McClarren Financial Advisors
Pennsylvania
$469K +$6.24K +62 +1%
JIC
212
Johnson Investment Counsel
Ohio
$464K
BB
213
Bell Bank
North Dakota
$461K -$80.8K -803 -15%
CSPAM
214
Cary Street Partners Asset Management
Virginia
$457K +$447K +4,440 New
KFGK
215
Keystone Financial Group (Kentucky)
Kentucky
$456K +$40.2K +400 +10%
RFM
216
Royal Fund Management
Florida
$454K +$444K +4,414 New
MWA
217
Martel Wealth Advisors
Washington
$449K +$6.13K +61 +1%
Cerity Partners
218
Cerity Partners
New York
$444K +$55.8K +555 +15%
RJT
219
Raymond James Trust
Florida
$439K -$410K -4,077 -49%
1WM
220
1900 Wealth Management
Texas
$436K
TNBTD
221
Trustmark National Bank Trust Department
Mississippi
$435K +$426K +4,234 New
MSFS
222
Main Street Financial Solutions
Pennsylvania
$420K -$7.84K -78 -2%
CAG
223
Csenge Advisory Group
Florida
$420K -$14.6K -145 -3%
ANTB
224
AMG National Trust Bank
Colorado
$411K +$11.1K +110 +3%
TCM
225
True Capital Management
California
$410K +$401K +3,983 New