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Vanguard Morningstar Mega Cap ETF
MGC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
376
Prosperity Wealth Management
California
$354K +$41.5K +167 +13%
FPW
377
Flagship Private Wealth
Massachusetts
$354K +$27.6K +111 +9%
CWA
378
Crux Wealth Advisors
California
$347K +$994 +4 +0.3%
MCM
379
MAI Capital Management
Ohio
$346K -$360K -1,450 -51%
GSIAS
380
Garden State Investment Advisory Services
New Jersey
$344K +$497 +2 +0.1%
MAM
381
MWA Asset Management
Massachusetts
$343K -$27.1K -109 -7%
FFN
382
Focus Financial Network
Minnesota
$342K +$28.8K +116 +9%
BCM
383
Brookstone Capital Management
Illinois
$342K -$16.2K -65 -5%
GAA
384
Global Assets Advisory
Florida
$339K – – –
CA
385
Clune & Associates
Illinois
$328K +$324K +1,305 New
MSA
386
Marino Stram & Associates
Massachusetts
$327K – – –
SWA
387
SFMG Wealth Advisors
Texas
$327K – – –
SWM
388
Spire Wealth Management
Virginia
$327K – – –
AF
389
Advisornet Financial
Minnesota
$324K – – –
RCS
390
Retirement Capital Strategies
California
$321K – – –
MW
391
Maia Wealth
Colorado
$319K +$746 +3 +0.2%
CIM
392
Cambria Investment Management
California
$317K -$12.9K -52 -4%
OCM
393
Orion Capital Management
California
$316K +$497 +2 +0.2%
IFWM
394
Institute for Wealth Management
Colorado
$313K +$23.4K +94 +8%
FWTB
395
First Western Trust Bank
Colorado
$309K +$67.4K +271 +28%
AWMI
396
Aegis Wealth Management (Iowa)
Iowa
$305K +$302K +1,215 New
PIA
397
Panoramic Investment Advisors
Colorado
$301K – – –
BB
398
Busey Bank
Illinois
$301K +$298K +1,200 New
MMA
399
Miracle Mile Advisors
California
$299K – – –
ISFAN
400
Investor's Fiduciary Advisor Network
Washington
$299K -$58.2K -234 -16%
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