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Vanguard Morningstar Mega Cap Value ETF
MGV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
201
Csenge Advisory Group
Florida
$740K -$5.41K -46 -0.7%
NMM
202
Naples Money Management
Florida
$739K +$10.3K +88 +1%
MOS
203
MGO One Seven
Ohio
$736K +$113K +961 +18%
SG
204
StoneX Group
New York
$720K +$75.9K +646 +12%
PP
205
Pegasus Partners
Wisconsin
$713K – – –
VC
206
Vicus Capital
Pennsylvania
$703K -$4.23K -36 -0.6%
USCWA
207
U.S. Capital Wealth Advisors
Texas
$701K +$47.3K +402 +7%
GFG
208
Goldstone Financial Group
Illinois
$698K -$49.1K -418 -7%
CWP
209
Cyndeo Wealth Partners
Florida
$692K +$352K +2,990 +105%
CWM
210
Collaborative Wealth Management
Florida
$688K – – –
VWA
211
Visionary Wealth Advisors
Illinois
$677K -$941 -8 -0.1%
MAM
212
Mainsail Asset Management
Alabama
$663K -$36.4K -310 -5%
RCAG
213
Rehmann Capital Advisory Group
Michigan
$660K +$4.82K +41 +0.7%
CCM
214
Colorado Capital Management
Colorado
$659K +$653K +5,557 New
GIA
215
Gladstone Institutional Advisory
Florida
$634K – – –
MCM
216
MidAtlantic Capital Management
Virginia
$632K – – –
CGFA
217
Colton Groome Financial Advisors
North Carolina
$623K -$2.94K -25 -0.5%
JIC
218
Johnson Investment Counsel
Ohio
$619K -$35.3K -300 -5%
LCM
219
Lazari Capital Management
California
$613K – – –
RMAM
220
Raab & Moskowitz Asset Management
New Jersey
$604K – – –
WBG
221
Wharton Business Group
Pennsylvania
$598K – – –
P
222
&Partners
Tennessee
$591K +$165K +1,402 +39%
TC
223
TownSquare Capital
Utah
$588K +$583K +4,959 New
ORC
224
O'Rourke & Company
Massachusetts
$587K +$140K +1,195 +32%
AWA
225
Arkadios Wealth Advisors
Georgia
$577K -$2K -17 -0.3%
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9
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