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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
201
Level Four Advisory Services
Texas
$537K +$11.5K +113 +2%
Wealth Enhancement Advisory Services
202
Wealth Enhancement Advisory Services
Minnesota
$536K +$333K +3,262 +160%
WWM
203
Western Wealth Management
Colorado
$523K -$36.6K -358 -6%
CCB
204
Country Club Bank
Missouri
$518K +$15.2K +149 +3%
JIC
205
Johnson Investment Counsel
Ohio
$486K +$30.7K +300 +7%
VWA
206
Visionary Wealth Advisors
Illinois
$480K -$7.46K -73 -2%
BCM
207
Brookstone Capital Management
Illinois
$477K -$234K -2,286 -33%
KIG
208
Kowal Investment Group
Wisconsin
$465K +$110K +1,079 +31%
BB
209
Bell Bank
North Dakota
$453K – – –
SWP
210
Summit Wealth Partners
Florida
$452K -$167K -1,630 -27%
MWA
211
Martel Wealth Advisors
Washington
$443K +$2.66K +26 +0.6%
1WM
212
1900 Wealth Management
Texas
$436K – – –
CAG
213
Csenge Advisory Group
Florida
$431K +$19.2K +188 +5%
RJT
214
Raymond James Trust
Florida
$431K – – –
TNBTD
215
Trustmark National Bank Trust Department
Mississippi
$428K – – –
W
216
WealthOne
New York
$426K -$66.9K -655 -13%
MSFS
217
Main Street Financial Solutions
Pennsylvania
$419K +$6.13K +60 +1%
ANTB
218
AMG National Trust Bank
Colorado
$404K – – –
VCM
219
Virtue Capital Management
Tennessee
$397K +$204 +2 +0.1%
TCM
220
True Capital Management
California
$377K -$26K -254 -6%
USCWA
221
U.S. Capital Wealth Advisors
Texas
$370K +$155K +1,516 +71%
WS
222
Wedbush Securities
California
$363K – – –
PCIA
223
Prime Capital Investment Advisors
Kansas
$360K -$380K -3,721 -51%
VWA
224
V Wealth Advisors
Kansas
$352K – – –
Corient Private Wealth
225
Corient Private Wealth
Florida
$348K +$79.2K +775 +29%