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Vanguard Morningstar Mega Cap ETF
MGC

Name Holding Trade Value Shares
Change 		Change in
Stake
PGFC
351
Peapack-Gladstone Financial Corp
New Jersey
$212K – – –
WF
352
Warner Financial
Maryland
$210K +$203K +1,018 New
GF
353
Gries Financial
Ohio
$207K +$200K +1,003 New
CW
354
CIC Wealth
Maryland
$207K +$200K +1,000 New
GGS
355
Galvin Gaustad & Stein
Arizona
$207K +$200K +1,000 New
PWM
356
Prosperity Wealth Management
California
$206K +$199K +999 New
NL
357
NWAM LLC
Washington
$205K +$198K +993 New
TW
358
TrinityPoint Wealth
Connecticut
$204K +$197K +988 New
JIC
359
Johnson Investment Counsel
Ohio
$203K +$196K +981 New
RPGK
360
Retirement Planning Group (Kansas)
Kansas
$202K +$195K +979 New
GT
361
Glenmede Trust
Pennsylvania
$202K – – –
WC
362
Waterloo Capital
Texas
$202K +$195K +975 New
GWM
363
Geneos Wealth Management
Colorado
$199K +$1.2K +6 +0.6%
SAM
364
Smartleaf Asset Management
Massachusetts
$180K – – –
SL
365
Salomon & Ludwin
Virginia
$178K – – –
OC
366
Oakworth Capital
Alabama
$169K – – –
PGAM
367
Princeton Global Asset Management
New Jersey
$165K – – –
BCMLT
368
Beacon Capital Management LLC (Tennessee)
Tennessee
$162K -$3.59K -18 -2%
OA
369
Operose Advisors
Wisconsin
$153K – – –
RBC
370
Roble Belko & Company
Pennsylvania
$153K – – –
AAG
371
Armstrong Advisory Group
Massachusetts
$149K – – –
PS
372
Principal Securities
Iowa
$135K +$27.5K +138 +27%
CIA
373
Cape Investment Advisory
Georgia
$135K +$11K +55 +9%
WFA
374
Wells Financial Advisors
Massachusetts
$113K – – –
NCM
375
Northwest Capital Management
Oregon
$106K – – –
13 14
15
16 17