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Vanguard Morningstar Mega Cap Value ETF
MGV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
201
Arkadios Wealth Advisors
Georgia
$496K – – –
WWM
202
Western Wealth Management
Colorado
$489K -$51.6K -492 -9%
JIC
203
Johnson Investment Counsel
Ohio
$487K – – –
KFGK
204
Keystone Financial Group (Kentucky)
Kentucky
$482K +$9.44K +90 +2%
LC
205
Landaas & Company
Wisconsin
$480K +$497K +4,736 New
CA
206
CoreCap Advisors
Michigan
$472K +$80.1K +764 +20%
LFAS
207
Level Four Advisory Services
Texas
$466K -$42.9K -409 -8%
AAS
208
Ameritas Advisory Services
Nebraska
$459K +$1.68K +16 +0.4%
VVP
209
Venture Visionary Partners
Ohio
$454K – – –
WAM
210
Worth Asset Management
Texas
$448K +$458K +4,367 +7,940%
HTC
211
Haverford Trust Company
Pennsylvania
$444K +$207K +1,970 +82%
BB
212
Bell Bank
North Dakota
$413K -$43K -410 -9%
CB
213
Cadence Bank
Mississippi
$411K +$1.99K +19 +0.5%
APCM
214
Alaska Permanent Capital Management
Alaska
$411K – – –
VCM
215
Virtue Capital Management
Tennessee
$409K – – –
CA
216
Cresta Advisors
Texas
$407K +$421K +4,016 New
SWP
217
Summit Wealth Partners
Florida
$401K -$54.3K -518 -12%
FFS
218
Founders Financial Securities
Maryland
$393K +$184K +1,756 +83%
PIA
219
Pinion Investment Advisors
Kansas
$388K -$199K -1,893 -33%
MWA
220
Martel Wealth Advisors
Washington
$386K -$63.9K -609 -14%
MSFS
221
Main Street Financial Solutions
Pennsylvania
$379K -$42.6K -406 -10%
WS
222
Wedbush Securities
California
$365K – – –
SAM
223
Secure Asset Management
Michigan
$361K +$25K +238 +7%
ANTB
224
AMG National Trust Bank
Colorado
$354K -$33K -315 -8%
CW
225
CreativeOne Wealth
Kansas
$352K -$180K -1,717 -33%
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9
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