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Vanguard Morningstar Mega Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
276
Prestige Wealth Management Group
New Jersey
$727K
RJT
277
Raymond James Trust
Florida
$717K
SBIA
278
Sheaff Brock Investment Advisors
Indiana
$713K +$260K +6,030 +66%
PFO
279
Pathstone Family Office
New Jersey
$711K
LWM
280
Liberty Wealth Management
California
$709K -$19.2K -445 -3%
HNWAG
281
High Net Worth Advisory Group
Florida
$706K
PCIA
282
Prime Capital Investment Advisors
Kansas
$698K +$225K +5,215 +54%
AIA
283
Angeles Investment Advisors
California
$692K
C1AG
284
Client 1st Advisory Group
Florida
$691K
W
285
WealthOne
New York
$689K -$7.33K -170 -1%
HIC
286
Hartline Investment Corp
Illinois
$675K -$34.5K -800 -5%
KFGK
287
Keystone Financial Group (Kentucky)
Kentucky
$668K +$612K +14,195 New
Vanguard Group
288
Vanguard Group
Pennsylvania
$656K +$137K +3,175 +30%
Kovitz Investment Group Partners
289
Kovitz Investment Group Partners
Illinois
$655K -$3.23K -75 -0.5%
NRI
290
NFP Retirement Inc
California
$655K +$646 +15 +0.1%
Betterment LLC
291
Betterment LLC
New York
$645K +$14.4K +335 +3%
TCWA
292
Ten Capital Wealth Advisors
Washington
$645K +$295K +6,855 +100%
PIP
293
Peachtree Investment Partners
Florida
$639K +$585K +13,570 New
SMC
294
Smith, Moore & Co
Missouri
$631K +$22.6K +525 +4%
Thrivent Financial for Lutherans
295
Thrivent Financial for Lutherans
Minnesota
$628K +$10.8K +250 +2%
MIH
296
Meitav Investment House
Israel
$628K +$585K +13,570 New
LCM
297
Lazari Capital Management
California
$625K +$572K +13,280 New
LOIP
298
Live Oak Investment Partners
Texas
$622K
CA
299
CoreCap Advisors
Michigan
$614K +$562K +13,040 New
SB
300
Strategic Blueprint
Georgia
$614K -$6.68K -155 -1%