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Vanguard Morningstar Mega Cap ETF
MGC

Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
301
Moloney Securities Asset Management
Missouri
$307K – – –
CA
302
CGN Advisors
Kansas
$302K – – –
HWM
303
HRC Wealth Management
Idaho
$302K – – –
EH
304
Equitable Holdings
New York
$296K -$263K -1,398 -48%
GAA
305
Global Assets Advisory
Florida
$296K – – –
MWM
306
Modern Wealth Management
Kansas
$294K +$26.5K +141 +10%
PFG
307
Prosperity Financial Group
California
$291K – – –
Betterment LLC
308
Betterment LLC
New York
$288K -$188 -1 -0.1%
AF
309
Advisornet Financial
Minnesota
$287K – – –
HNB
310
Huntington National Bank
Ohio
$287K – – –
PP
311
PDS Planning
Ohio
$281K +$2.26K +12 +0.8%
BAM
312
Belpointe Asset Management
Nevada
$280K -$266K -1,415 -50%
GOCP
313
Great Oak Capital Partners
Massachusetts
$274K +$752 +4 +0.3%
PFA
314
Pinnacle Family Advisors
Missouri
$269K +$257K +1,365 New
FIA
315
Foundations Investment Advisors
Arizona
$267K -$414K -2,201 -62%
VCM
316
Virtue Capital Management
Tennessee
$266K – – –
SXL
317
Summit X LLC
Missouri
$263K +$24.8K +132 +11%
CFD
318
Creative Financial Designs
Indiana
$262K +$33.3K +177 +15%
FAIM
319
Financial Advocates Investment Management
Washington
$257K – – –
MSA
320
Marino Stram & Associates
Massachusetts
$257K – – –
GC
321
Gratus Capital
Georgia
$257K – – –
SWA
322
SFMG Wealth Advisors
Texas
$256K – – –
MW
323
Maia Wealth
Colorado
$256K +$236K +1,257 New
FPW
324
Flagship Private Wealth
Massachusetts
$253K – – –
WDL
325
Well Done LLC
Michigan
$251K – – –
11 12
13
14 15