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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
$931K +$66.5K +539 +8%
WCM
202
Wealthcare Capital Management
Virginia
$923K -$64.4K -522 -7%
OWM
203
OneAscent Wealth Management
Alabama
$911K +$877K +7,102 New
HH
204
Hilltop Holdings
Texas
$911K +$40.2K +326 +5%
RWP
205
RWA Wealth Partners
Massachusetts
$908K +$12.7K +103 +1%
CGA
206
Crescent Grove Advisors
Illinois
$905K
Koshinski Asset Management
207
Koshinski Asset Management
Illinois
$881K +$370 +3 +0%
BCI
208
Brinker Capital Investments
Pennsylvania
$871K +$301K +2,438 +56%
OPS
209
Orion Portfolio Solutions
Nebraska
$871K +$301K +2,438 +56%
BFAG
210
Blackston Financial Advisory Group
Florida
$857K +$825K +6,684 New
CCWM
211
Cassaday & Co Wealth Management
Virginia
$855K +$47.8K +387 +6%
WP
212
Westmount Partners
California
$850K
SG
213
StoneX Group
New York
$843K +$65.7K +532 +9%
Corient Private Wealth
214
Corient Private Wealth
Florida
$835K +$14.8K +120 +2%
FFA
215
Florida Financial Advisors
Florida
$827K +$275K +2,228 +53%
USCWA
216
U.S. Capital Wealth Advisors
Texas
$819K +$57.4K +465 +8%
NMM
217
Naples Money Management
Florida
$802K -$123 -1 -0%
MOS
218
MGO One Seven
Ohio
$801K +$3.95K +32 +0.5%
CAG
219
Csenge Advisory Group
Florida
$795K -$15.4K -125 -2%
PP
220
Pegasus Partners
Wisconsin
$772K
VC
221
Vicus Capital
Pennsylvania
$770K +$8.27K +67 +1%
JWCA
222
J.W. Cole Advisors
Florida
$743K -$366K -2,965 -34%
VWA
223
Visionary Wealth Advisors
Illinois
$742K +$8.89K +72 +1%
CWM
224
Collaborative Wealth Management
Florida
$733K -$10.7K -87 -1%
WP
225
WMS Partners
Maryland
$728K +$375K +3,039 +115%