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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
201
Wealth Enhancement Advisory Services
Minnesota
$536K +$333K +3,262 +160%
WWM
202
Western Wealth Management
Colorado
$523K -$36.6K -358 -6%
CCB
203
Country Club Bank
Missouri
$518K +$15.2K +149 +3%
JIC
204
Johnson Investment Counsel
Ohio
$486K +$30.7K +300 +7%
VWA
205
Visionary Wealth Advisors
Illinois
$480K -$7.46K -73 -2%
BCM
206
Brookstone Capital Management
Illinois
$477K -$234K -2,286 -33%
KIG
207
Kowal Investment Group
Wisconsin
$465K +$110K +1,079 +31%
BB
208
Bell Bank
North Dakota
$453K
SWP
209
Summit Wealth Partners
Florida
$452K -$167K -1,630 -27%
MWA
210
Martel Wealth Advisors
Washington
$443K +$2.66K +26 +0.6%
1WM
211
1900 Wealth Management
Texas
$436K
CAG
212
Csenge Advisory Group
Florida
$431K +$19.2K +188 +5%
RJT
213
Raymond James Trust
Florida
$431K
TNBTD
214
Trustmark National Bank Trust Department
Mississippi
$428K
W
215
WealthOne
New York
$426K -$66.9K -655 -13%
MSFS
216
Main Street Financial Solutions
Pennsylvania
$419K +$6.13K +60 +1%
ANTB
217
AMG National Trust Bank
Colorado
$404K
VCM
218
Virtue Capital Management
Tennessee
$397K +$204 +2 +0.1%
TCM
219
True Capital Management
California
$377K -$26K -254 -6%
USCWA
220
U.S. Capital Wealth Advisors
Texas
$370K +$155K +1,516 +71%
WS
221
Wedbush Securities
California
$363K
PCIA
222
Prime Capital Investment Advisors
Kansas
$360K -$380K -3,721 -51%
VWA
223
V Wealth Advisors
Kansas
$352K
Corient Private Wealth
224
Corient Private Wealth
Florida
$348K +$79.2K +775 +29%
Bessemer Group
225
Bessemer Group
New Jersey
$340K