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Vanguard Morningstar Mega Cap ETF
MGC

Name Holding Trade Value Shares
Change 		Change in
Stake
MAV
226
Mason & Associates (Virginia)
Virginia
$597K -$8.38K -42 -1%
GP
227
Greenline Partners
New York
$595K – – –
FCBT
228
First Citizens Bank & Trust
North Carolina
$591K – – –
CA
229
Claro Advisors
Massachusetts
$590K +$162K +812 +40%
CAS
230
Coppell Advisory Solutions
Texas
$587K +$516K +2,587 +973%
MCM
231
MAI Capital Management
Ohio
$587K -$90.2K -452 -14%
C1AG
232
Client 1st Advisory Group
Florida
$578K -$2.39K -12 -0.4%
ASN
233
Advisory Services Network
Georgia
$562K – – –
PTC
234
Private Trust Company
Ohio
$559K -$5.99K -30 -1%
PA
235
PFG Advisors
Arizona
$556K -$577K -2,892 -52%
CJ
236
Caitlin John
Michigan
$556K – – –
AAS
237
Ameritas Advisory Services
Nebraska
$552K -$37.3K -187 -7%
VF
238
VitalStone Financial
Texas
$548K +$123K +616 +30%
SMC
239
Smith, Moore & Co
Missouri
$537K +$200 +1 +0%
CF
240
Centaurus Financial
California
$536K -$55.7K -279 -10%
PSF
241
Pacific Sun Financial
California
$535K +$7.98K +40 +2%
FPGK
242
Financial Partners Group (Kansas)
Kansas
$529K -$22.9K -115 -4%
PFA
243
Pathway Financial Advisors
Vermont
$528K – – –
B
244
Bailard
California
$526K – – –
BF
245
Brooklyn FI
New York
$522K +$189K +949 +60%
FSWA
246
Financial Synergies Wealth Advisors
Texas
$522K -$10.4K -52 -2%
CP
247
Capital Planning
Washington
$518K – – –
NRC
248
New Republic Capital
North Carolina
$516K – – –
MWA
249
Meridian Wealth Advisors
Texas
$514K – – –
FCA
250
FLC Capital Advisors
California
$512K -$29.1K -146 -6%
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