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Vanguard Morningstar Mega Cap Growth ETF
MGK

Name Holding Trade Value Shares
Change 		Change in
Stake
DWMG
226
DB Wealth Management Group
California
$734K -$80.9K -2,260 -10%
NL
227
NWAM LLC
Washington
$733K +$51K +1,425 +7%
DA
228
Detalus Advisors
Missouri
$730K -$975K -27,235 -56%
WFA
229
Wellspring Financial Advisors
Ohio
$726K +$2.87K +80 +0.4%
FOFP
230
Fee-Only Financial Planning
South Carolina
$723K +$752K +21,000 New
ACP
231
Aveo Capital Partners
Colorado
$721K -$1.97K -55 -0.3%
AIA
232
Angeles Investment Advisors
California
$712K -$19.7K -550 -3%
PFS
233
Prospera Financial Services
Texas
$710K +$353K +9,865 +92%
NFG
234
Nations Financial Group
Iowa
$705K +$143K +4,000 +24%
CFGS
235
Concourse Financial Group Securities
Alabama
$699K -$109K -3,035 -13%
GRP
236
Global Retirement Partners
California
$693K -$43.7K -1,220 -6%
WWM
237
Western Wealth Management
Colorado
$691K -$397K -11,080 -36%
PCIA
238
Prime Capital Investment Advisors
Kansas
$686K -$1.07K -30 -0.2%
MWM
239
Meridian Wealth Management
Kentucky
$685K +$24.5K +685 +4%
AWE
240
Avidian Wealth Enterprises
Texas
$668K -$3.56M -99,355 -84%
ATC
241
Argent Trust Co
Tennessee
$667K – – –
RFN
242
Redwood Financial Network
Ohio
$655K -$140K -3,920 -17%
PA
243
Procyon Advisors
Connecticut
$641K +$19.5K +545 +3%
LFA
244
Legacy Financial Advisors
Kentucky
$640K -$575K -16,050 -46%
AIA
245
Avalon Investment & Advisory
Texas
$638K +$664K +18,545 New
SIAS
246
Summit Investment Advisory Services
Minnesota
$635K +$661K +18,450 New
SIA
247
Schechter Investment Advisors
Michigan
$633K +$179 +5 +0%
ASN
248
Advisory Services Network
Georgia
$623K +$15.6K +435 +2%
WA
249
Wealthstream Advisors
New York
$617K +$2.69K +75 +0.4%
IWC
250
Integrated Wealth Concepts
Massachusetts
$611K -$161K -4,510 -20%
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