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Vanguard Morningstar Mega Cap ETF
MGC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
401
Capital Investment Advisory Services
North Carolina
$90.2K +$95.4K +448 New
GEA
402
Glen Eagle Advisors
New Jersey
$86K +$213 +1 +0.2%
AIC
403
Archer Investment Corporation
Indiana
$83.2K – – –
CAM
404
Costello Asset Management
Pennsylvania
$80.8K +$85.4K +401 New
DI
405
DAGCO Inc
Ohio
$78.5K +$83.1K +390 New
NB
406
NBT Bank
New York
$75.3K – – –
OFG
407
Oxford Financial Group
Indiana
$72.5K – – –
BF
408
BOK Financial
Oklahoma
$64.2K -$14.9K -70 -18%
MA
409
MCF Advisors
Kentucky
$56.8K +$213 +1 +0.4%
CTB
410
Country Trust Bank
Illinois
$56.4K – – –
NP
411
NorthRock Partners
Minnesota
$55.8K +$59K +277 New
PIS
412
POM Investment Strategies
North Carolina
$51.6K +$54.5K +256 New
CSB
413
City State Bank
Iowa
$46.7K – – –
CFP
414
Comprehensive Financial Planning
Pennsylvania
$42.7K +$213 +1 +0.5%
APW
415
Acima Private Wealth
Virginia
$42.3K – – –
AWM
416
AllSquare Wealth Management
New York
$42.3K – – –
VNIM
417
Vaughan Nelson Investment Management
Texas
$41K – – –
RWM
418
Rialto Wealth Management
New York
$40.9K -$1.49K -7 -3%
TCOV
419
Trust Company of Vermont
Vermont
$40.7K – – –
SS
420
Sunbelt Securities
Texas
$40.3K -$30.7K -144 -42%
FFWM
421
Future Financial Wealth Management
Ohio
$40.3K – – –
S
422
SignatureFD
Georgia
$40.1K – – –
TFGT
423
TS Financial Group (TSFG)
Illinois
$40K – – –
CFFP
424
Center for Financial Planning
Michigan
$39.3K – – –
SS
425
SBI Securities
Japan
$38.3K +$9.16K +43 +29%
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17
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