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Vanguard Morningstar Mega Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
301
Liberty Wealth Management
California
$365K +$112K +2,310 +42%
CBFP
302
Cedar Brook Financial Partners
Ohio
$364K -$4.6K -95 -1%
CA
303
Continuum Advisory
Idaho
$363K +$11.4K +235 +3%
UF
304
Univest Financial
Pennsylvania
$359K -$31.4K -650 -8%
Franklin Resources
305
Franklin Resources
California
$355K -$12.1K -250 -3%
CGFA
306
Colton Groome Financial Advisors
North Carolina
$354K +$365K +7,540 New
CRWM
307
Castle Rock Wealth Management
California
$353K +$242 +5 +0.1%
P
308
&Partners
Tennessee
$345K -$20.6K -425 -5%
KFGK
309
Keystone Financial Group (Kentucky)
Kentucky
$344K +$96.7K +2,000 +38%
CWM
310
Campbell Wealth Management
Virginia
$343K
IGGA
311
Iron Gate Global Advisors
Utah
$342K
SMF
312
Sterling Manor Financial
New York
$335K
YIH
313
Y-Intercept (HK)
Hong Kong
$329K +$339K +7,005 New
OGF
314
Orin Green Financial
California
$327K
DAS
315
Dynamic Advisor Solutions
Arizona
$325K +$90.2K +1,865 +37%
MCM
316
Mitchell Capital Management
Kansas
$319K
NFG
317
Nations Financial Group
Iowa
$314K
JSC
318
Jackson Square Capital
California
$312K
ZIM
319
Zacks Investment Management
Illinois
$311K -$44K -910 -12%
PD
320
Planning Directions
Pennsylvania
$309K +$2.42K +50 +0.8%
PWW
321
Pettyjohn Wood & White
Virginia
$308K -$9.68K -200 -3%
TWM
322
Tradition Wealth Management
Minnesota
$306K
JWM
323
JGP Wealth Management
Oregon
$305K
GWSG
324
GPS Wealth Strategies Group
Colorado
$304K +$113K +2,345 +57%
PCM
325
Parsons Capital Management
Rhode Island
$301K +$3.63K +75 +1%