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Vanguard Morningstar Mega Cap ETF
MGC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
451
Turtle Creek Wealth Advisors
Texas
$70.9K +$74.4K +300 New
MA
452
MCF Advisors
Kentucky
$67.1K – – –
CTB
453
Country Trust Bank
Illinois
$66.2K – – –
WFA
454
Wells Financial Advisors
Massachusetts
$64.8K – – –
SWM
455
SHP Wealth Management
Massachusetts
$63.6K – – –
CSB
456
City State Bank
Iowa
$54.8K – – –
TAM
457
Tucker Asset Management
Colorado
$52.7K +$55.3K +223 New
SS
458
SBI Securities
Japan
$51.5K +$1.49K +6 +3%
CFD
459
Creative Financial Designs
Indiana
$51.3K -$2.98K -12 -5%
CFP
460
Comprehensive Financial Planning
Pennsylvania
$50.6K +$248 +1 +0.5%
APW
461
Acima Private Wealth
Virginia
$49.6K – – –
VNIM
462
Vaughan Nelson Investment Management
Texas
$48.5K – – –
RWM
463
Rialto Wealth Management
New York
$48K – – –
SS
464
Sunbelt Securities
Texas
$47.3K – – –
TFGT
465
TS Financial Group (TSFG)
Illinois
$47K – – –
CFFP
466
Center for Financial Planning
Michigan
$46.1K – – –
S
467
SignatureFD
Georgia
$45.4K – – –
MIA
468
Milestone Investment Advisors
Wisconsin
$41.6K – – –
HR
469
Howe & Rusling
New York
$40.5K -$18.6K -75 -30%
PPC
470
Park Place Capital
Alabama
$38.3K +$40.2K +162 New
GSWM
471
Golden State Wealth Management
California
$37.8K -$114K -460 -74%
BIAS
472
Beacon Investment Advisory Services
New Jersey
$37.6K +$39.5K +159 New
CF
473
Collier Financial
Colorado
$35.8K +$248 +1 +0.7%
WAS
474
Winch Advisory Services
Wisconsin
$34.1K +$35.7K +144 New
GPFA
475
Game Plan Financial Advisors
Ohio
$30.7K – – –
17 18
19
20 21