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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
201
Signature Estate & Investment Advisors
California
$1.49M +$186K +1,390 +15%
GRP
202
Global Retirement Partners
California
$1.48M -$57.8K -432 -4%
BP
203
Ballentine Partners
Massachusetts
$1.47M
FWA
204
Flagship Wealth Advisors
Massachusetts
$1.47M +$172K +1,288 +14%
NA
205
NewEdge Advisors
Louisiana
$1.46M -$209K -1,562 -13%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$1.46M +$926K +6,923 +190%
SF
207
Summit Financial
New Jersey
$1.4M +$1.36M +10,151 New
RFC
208
Regions Financial Corp
Alabama
$1.38M +$244K +1,824 +22%
CSP
209
Cary Street Partners
Virginia
$1.34M -$82.7K -618 -6%
Cerity Partners
210
Cerity Partners
New York
$1.34M +$176K +1,319 +16%
PBF
211
Petix & Botte Financial
California
$1.34M -$182K -1,362 -12%
LFAS
212
Level Four Advisory Services
Texas
$1.32M +$57.8K +432 +5%
RWP
213
RWA Wealth Partners
Massachusetts
$1.28M
YIH
214
Y-Intercept (HK)
Hong Kong
$1.27M +$464K +3,470 +60%
QCM
215
Quantinno Capital Management
New York
$1.26M +$1.22M +9,154 New
VWA
216
VSM Wealth Advisory
Maryland
$1.23M +$5.62K +42 +0.5%
STA
217
Summit Trail Advisors
New York
$1.22M
HNWAG
218
High Net Worth Advisory Group
Florida
$1.21M
MA
219
MONECO Advisors
Connecticut
$1.2M -$586K -4,382 -34%
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$1.18M +$45.6K +341 +4%
HCA
221
Harpswell Capital Advisors
Maine
$1.18M +$1.14M +8,537 New
VWA
222
Visionary Wealth Advisors
Illinois
$1.17M +$55.2K +413 +5%
BFAG
223
Blackston Financial Advisory Group
Florida
$1.15M -$53.4K -399 -5%
RCAG
224
Rehmann Capital Advisory Group
Michigan
$1.1M +$36.7K +274 +4%
SCM
225
SCS Capital Management
Massachusetts
$1.08M +$5.48K +41 +0.5%