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Vanguard Morningstar Mega Cap ETF
MGC

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
376
Institute for Wealth Management
Colorado
$304K +$10.9K +44 +4%
RCS
377
Retirement Capital Strategies
California
$302K – – –
WDL
378
Well Done LLC
Michigan
$301K +$116K +466 +58%
OCM
379
Orion Capital Management
California
$297K – – –
FFN
380
Focus Financial Network
Minnesota
$290K -$32.5K -131 -10%
TWP
381
Triad Wealth Partners
Kansas
$289K -$23.1M -92,899 -99%
AWMI
382
Aegis Wealth Management (Iowa)
Iowa
$287K – – –
DIA
383
Davidson Investment Advisors
Montana
$285K +$54.1K +218 +22%
PIA
384
Panoramic Investment Advisors
Colorado
$284K – – –
MMA
385
Miracle Mile Advisors
California
$281K – – –
CMP
386
Christine Messmer PC
Pennsylvania
$269K +$993 +4 +0.4%
WA
387
Waverly Advisors
Alabama
$266K +$40.2K +162 +17%
JWA
388
JFS Wealth Advisors
Pennsylvania
$264K -$1.05M -4,232 -79%
MAM
389
Marquette Asset Management
Minnesota
$263K – – –
HSWM
390
Hubbell Strickland Wealth Management
Louisiana
$263K +$744 +3 +0.3%
HCM
391
Hollencrest Capital Management
California
$257K – – –
IP
392
Indivisible Partners
Florida
$256K – – –
WG
393
Warner Group
Connecticut
$255K – – –
ISFAN
394
Investor's Fiduciary Advisor Network
Washington
$254K -$28.5K -115 -10%
PPA
395
Pacific Point Advisors
California
$254K – – –
SAM
396
Summit Asset Management
Tennessee
$248K – – –
WF
397
Warner Financial
Maryland
$248K +$744 +3 +0.3%
BCM
398
BTC Capital Management
Iowa
$247K -$294K -1,184 -53%
EWA
399
EP Wealth Advisors
California
$247K – – –
SFGM
400
Stonebridge Financial Group (Missouri)
Missouri
$244K – – –
14 15
16
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