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Vanguard Morningstar Mega Cap ETF
MGC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
126
Accurate Wealth Management
Florida
$869K +$843K +5,702 New
RWP
127
RWA Wealth Partners
Massachusetts
$841K – – –
BCM
128
Brookstone Capital Management
Illinois
$806K +$551K +3,726 +253%
SNB
129
Security National Bank
Nebraska
$800K – – –
SPIA
130
Steward Partners Investment Advisory
New York
$782K -$672K -4,544 -47%
GM
131
GeoWealth Management
Illinois
$777K +$191K +1,289 +34%
SQA
132
Simon Quick Advisors
New Jersey
$757K +$22.8K +154 +3%
ANTB
133
AMG National Trust Bank
Colorado
$730K – – –
SWP
134
Stratos Wealth Partners
Ohio
$707K – – –
MWM
135
Merriman Wealth Management
Washington
$706K -$18.2M -123,037 -96%
BAM
136
Belpointe Asset Management
Nevada
$704K +$273K +1,844 +66%
SWM
137
Sugarloaf Wealth Management
Georgia
$700K +$2.07K +14 +0.3%
GC
138
Gibson Capital
Pennsylvania
$694K -$211K -1,430 -24%
CCA
139
Checchi Capital Advisers
California
$657K -$25.4K -172 -4%
SPC
140
Sigma Planning Corp
Michigan
$653K -$1.42M -9,575 -69%
EVM
141
Eaton Vance Management
Massachusetts
$640K – – –
CP
142
Capital Planning
Washington
$624K – – –
PA
143
PFG Advisors
Arizona
$620K -$6.66K -45 -1%
FPGK
144
Financial Partners Group (Kansas)
Kansas
$590K +$739 +5 +0.1%
ASN
145
Advisory Services Network
Georgia
$589K – – –
TA
146
TrueWealth Advisors
Alabama
$575K -$77.6K -525 -12%
SSWM
147
Sheets Smith Wealth Management
North Carolina
$564K – – –
SBIA
148
Sheaff Brock Investment Advisors
Indiana
$542K +$2.96K +20 +0.6%
SCM
149
SOL Capital Management
Maryland
$539K -$14.1K -95 -3%
C1AG
150
Client 1st Advisory Group
Florida
$530K -$42.4K -287 -8%
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