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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
$253M +$63.4K +399 +0%
Morgan Stanley
2
Morgan Stanley
New York
$122M +$34.6M +217,760 +43%
WCWM
3
Wooster Corthell Wealth Management
Connecticut
$87.5M -$1.25M -7,851 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$85.2M +$12.7M +79,645 +19%
NYLIM
5
New York Life Investment Management
New York
$80.1M +$9.41M +59,183 +14%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$74.1M +$1.63M +10,276 +2%
Ameriprise
7
Ameriprise
Minnesota
$72.7M +$1.61M +10,110 +2%
CB
8
Cadence Bank
Mississippi
$71.5M -$1.71M -10,758 -2%
Wells Fargo
9
Wells Fargo
California
$69M +$4.6M +28,952 +8%
LIM
10
Leavell Investment Management
Alabama
$67.6M +$326K +2,050 +0.5%
UBS Group
11
UBS Group
Switzerland
$60.8M +$216K +1,357 +0.4%
LPL Financial
12
LPL Financial
California
$55.9M +$2.18M +13,681 +4%
Truist Financial
13
Truist Financial
North Carolina
$55.5M +$13M +81,489 +33%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$53.1M +$319K +2,005 +0.6%
AC
15
Apella Capital
Connecticut
$41.8M +$15.5M +97,627 +64%
VFP
16
Verus Financial Partners
Virginia
$39.2M -$91.9K -578 -0.3%
CFGS
17
Concourse Financial Group Securities
Alabama
$35M -$2.46M -15,500 -7%
JP Morgan Chase
18
JP Morgan Chase
New York
$34.4M +$28.4M +178,818 +732%
BCI
19
Brinker Capital Investments
Pennsylvania
$31.4M +$393K +2,469 +1%
OPS
20
Orion Portfolio Solutions
Nebraska
$31.4M +$393K +2,469 +1%
SWRP
21
Summit Wealth & Retirement Planning
California
$30.5M -$503K -3,166 -2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$30.5M +$926K +5,823 +3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$29.5M +$2.86M +17,957 +11%
IC
24
IEQ Capital
California
$29.1M -$72.3K -455 -0.3%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$26.1M +$2.99M +18,774 +14%
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