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Vanguard Morningstar Mega Cap ETF
MGC

Name Holding Trade Value Shares
Change 		Change in
Stake
GS
351
GTS Securities
Florida
$264K +$279K +1,309 New
MSA
352
Marino Stram & Associates
Massachusetts
$262K – – –
SWA
353
SFMG Wealth Advisors
Texas
$262K – – –
FPW
354
Flagship Private Wealth
Massachusetts
$261K +$852 +4 +0.3%
AF
355
Advisornet Financial
Minnesota
$261K – – –
PS
356
Principal Securities
Iowa
$256K – – –
MW
357
Maia Wealth
Colorado
$249K +$852 +4 +0.3%
GSIAS
358
Garden State Investment Advisory Services
New Jersey
$245K +$213 +1 +0.1%
BFA
359
Brown Financial Advisory
Alabama
$241K +$255K +1,198 New
IFWM
360
Institute for Wealth Management
Colorado
$241K +$426 +2 +0.2%
MMA
361
Miracle Mile Advisors
California
$240K +$254K +1,194 New
NWMG
362
National Wealth Management Group
Ohio
$236K -$3.83K -18 -2%
PWM
363
Prosperity Wealth Management
California
$229K +$13.4K +63 +6%
ACI
364
Alpha Cubed Investments
California
$228K -$41.5K -195 -15%
HSWM
365
Hubbell Strickland Wealth Management
Louisiana
$222K +$639 +3 +0.3%
DIA
366
Davidson Investment Advisors
Montana
$220K – – –
DTC
367
Davidson Trust Company
Washington
$220K – – –
HCM
368
Hollencrest Capital Management
California
$220K – – –
CFG
369
CMC Financial Group
Georgia
$218K -$490K -2,303 -68%
VCM
370
Virtue Capital Management
Tennessee
$215K +$227K +1,067 New
CW
371
Curio Wealth
Maryland
$214K -$213K -998 -99%
CFD
372
Creative Financial Designs
Indiana
$213K -$65.8K -309 -23%
SIA
373
Soltis Investment Advisors
Utah
$212K -$5.11K -24 -2%
FFN
374
Focus Financial Network
Minnesota
$212K -$150K -705 -40%
SAM
375
Summit Asset Management
Tennessee
$211K – – –
13 14
15
16 17