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Vanguard Morningstar Mega Cap ETF
MGC

Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
251
Wilbanks Smith & Thomas Asset Management
Virginia
$232K – – –
PFG
252
Prosperity Financial Group
California
$232K – – –
PP
253
PDS Planning
Ohio
$231K +$148 +1 +0.1%
AC
254
Avant Capital
Louisiana
$231K +$443 +3 +0.2%
SWA
255
SFMG Wealth Advisors
Texas
$227K – – –
BFG
256
Berger Financial Group
Minnesota
$219K +$296 +2 +0.1%
RS
257
Retirement Solution
Washington
$219K +$207K +1,402 New
HSWM
258
Hubbell Strickland Wealth Management
Louisiana
$209K +$197K +1,336 New
NWM
259
NEIRG Wealth Management
Massachusetts
$208K +$197K +1,330 New
IWC
260
Integrated Wealth Concepts
Massachusetts
$206K +$195K +1,320 New
MSA
261
Marino Stram & Associates
Massachusetts
$204K +$192K +1,301 New
FAIM
262
Financial Advocates Investment Management
Washington
$203K -$543K -3,674 -74%
AWA
263
Arete Wealth Advisors
Illinois
$202K +$191K +1,291 New
MWM
264
Modera Wealth Management
New Jersey
$201K +$190K +1,287 New
EBT
265
Enterprise Bank & Trust
Massachusetts
$201K +$190K +1,285 New
OC
266
Oakworth Capital
Alabama
$195K – – –
WFA
267
Wells Financial Advisors
Massachusetts
$190K -$22.2K -150 -11%
CAL
268
Capital Advisors Ltd
Ohio
$188K – – –
CFD
269
Creative Financial Designs
Indiana
$163K +$4.43K +30 +3%
VF
270
VitalStone Financial
Texas
$148K -$2.99M -20,203 -95%
PB
271
Pinnacle Bancorp
Nebraska
$144K – – –
GWM
272
Geneos Wealth Management
Colorado
$141K +$443 +3 +0.3%
OCM
273
Osterweis Capital Management
California
$139K – – –
IGWM
274
ICA Group Wealth Management
Colorado
$139K – – –
BCMLT
275
Beacon Capital Management LLC (Tennessee)
Tennessee
$138K -$58.1K -393 -31%
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