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Vanguard Morningstar Mega Cap ETF
MGC

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$257M -$9.69M -61,643 -4%
GEM
2
Global Endowment Management
North Carolina
$144M -$60.8M -386,850 -29%
Morgan Stanley
3
Morgan Stanley
New York
$85.7M -$3.78M -24,047 -4%
WCWM
4
Wooster Corthell Wealth Management
Connecticut
$78.1M +$781K +4,971 +1%
CB
5
Cadence Bank
Mississippi
$71.6M +$2.96M +18,846 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$67.3M -$10.6M -67,336 -13%
AA
7
Ancora Advisors
Ohio
$61.1M -$1.57K -10 -0%
Truist Financial
8
Truist Financial
North Carolina
$49M +$21.4M +136,370 +74%
Wells Fargo
9
Wells Fargo
California
$48.5M +$2.56M +16,277 +5%
Ameriprise
10
Ameriprise
Minnesota
$47.7M +$4.85M +30,865 +11%
UBS Group
11
UBS Group
Switzerland
$47.5M -$642K -4,084 -1%
LPL Financial
12
LPL Financial
California
$45.9M +$5.2M +33,099 +12%
CFGS
13
Concourse Financial Group Securities
Alabama
$44.6M -$6.91M -43,967 -13%
VFP
14
Verus Financial Partners
Virginia
$41.3M -$271K -1,724 -0.7%
NYLIM
15
New York Life Investment Management
New York
$41M +$8.21M +52,239 +24%
LIM
16
Leavell Investment Management
Alabama
$40.6M +$4.47M +28,431 +12%
RJA
17
Raymond James & Associates
Florida
$38.3M +$22.5M +143,103 +132%
BFA
18
Beaumont Financial Advisors
Massachusetts
$33.2M +$16.5M +105,165 +93%
SWRP
19
Summit Wealth & Retirement Planning
California
$29.5M +$1.58M +10,064 +5%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$29.1M +$4.72M +30,034 +19%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$25.5M +$964K +6,136 +4%
CW
22
CreativeOne Wealth
Kansas
$23.4M -$21.8K -139 -0.1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$23.3M +$278K +1,767 +1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$20.6M +$1.12M +7,151 +6%
CI Investments Inc
25
CI Investments Inc
Ontario, Canada
$20.2M +$4.05M +25,741 +24%
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