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Vanguard Morningstar Mega Cap ETF
MGC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Black Diamond Financial
26
Black Diamond Financial
Maryland
USD 41 M +USD 10.1 M +37,899 +34%
Brinker Capital Investments
27
Brinker Capital Investments
Pennsylvania
USD 40.5 M -USD 998 k -3,756 -2%
IEQ Capital
28
IEQ Capital
California
USD 40 M -USD 3.17 M -11,944 -8%
Mesirow Financial Investment Management
29
Mesirow Financial Investment Management
Illinois
USD 39.7 M +USD 3.36 M +12,653 +10%
ProVise Management Group
30
ProVise Management Group
Florida
USD 38.1 M +USD 825 k +3,105 +2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
USD 36.8 M -USD 12.7 M -47,807 -26%
One Capital Management
32
One Capital Management
California
USD 33.8 M – – –
PCMM
33
Piedmont Capital Management (Montana)
Montana
USD 29.7 M +USD 28.8 M +108,485 Nuevas
Savant Capital
34
Savant Capital
Illinois
USD 28.5 M +USD 24.2 M +90,987 +739%
Osaic Holdings
35
Osaic Holdings
Arizona
USD 28 M +USD 4.5 M +16,950 +20%
Capital Investment Advisors
36
Capital Investment Advisors
Georgia
USD 27.8 M +USD 3.28 M +12,366 +14%
Empirical Wealth Management
37
Empirical Wealth Management
Washington
USD 26.7 M +USD 2.15 M +8,097 +9%
PWM
38
Praetorian Wealth Management
California
USD 25.9 M +USD 451 k +1,696 +2%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
USD 25.1 M +USD 1.2 M +4,535 +5%
JP Morgan Chase
40
JP Morgan Chase
New York
USD 20.2 M -USD 5.55 M -20,875 -22%
Jones Financial Companies
41
Jones Financial Companies
Missouri
USD 19.7 M +USD 2.71 M +10,184 +16%
VWA
42
VSM Wealth Advisory
Maryland
USD 19.1 M +USD 2.39 k +9 +0%
Creative Planning
43
Creative Planning
Kansas
USD 18.4 M -USD 173 k -653 -1%
Cozad Asset Management
44
Cozad Asset Management
Illinois
USD 18.4 M -USD 545 k -2,052 -3%
Patten & Patten
45
Patten & Patten
Tennessee
USD 18.1 M +USD 292 k +1,100 +2%
Modera Wealth Management
46
Modera Wealth Management
New Jersey
USD 18.1 M -USD 371 k -1,397 -2%
CCM
47
Colorado Capital Management
Colorado
USD 17 M +USD 683 k +2,570 +4%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
USD 16.9 M +USD 161 k +606 +1%
Beacon Pointe Advisors
49
Beacon Pointe Advisors
California
USD 16.7 M -USD 531 k -1,999 -3%
HB Wealth Management
50
HB Wealth Management
Georgia
USD 16.2 M – – –
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