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Vanguard Morningstar Mega Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Belpointe Asset Management
Nevada
$897K +$515K +10,605 +159%
BCI
302
Brinker Capital Investments
Pennsylvania
$896K -$315K -6,490 -27%
OPS
303
Orion Portfolio Solutions
Nebraska
$896K -$315K -6,490 -27%
LLWM
304
Life Line Wealth Management
California
$889K +$831K +17,120 New
RJT
305
Raymond James Trust
Florida
$888K
WLIM
306
White Lighthouse Investment Management
Massachusetts
$886K -$128K -2,630 -13%
DI
307
DFPG Investments
Utah
$885K +$76.2K +1,570 +10%
TCWA
308
Turtle Creek Wealth Advisors
Texas
$884K +$827K +17,040 New
IA
309
Insight Advisors
Pennsylvania
$875K +$18.2K +375 +2%
WDL
310
Well Done LLC
Michigan
$859K
GC
311
Grimes & Company
Massachusetts
$850K -$12.6K -260 -2%
Thrivent Financial for Lutherans
312
Thrivent Financial for Lutherans
Minnesota
$845K +$102K +2,110 +15%
Pathstone Holdings
313
Pathstone Holdings
New Jersey
$842K +$787K +16,225 New
EFS
314
Essex Financial Services
Connecticut
$822K +$240K +4,945 +45%
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$816K +$202K +4,155 +36%
LFA
316
Legacy Financial Advisors
Kentucky
$815K -$52.2K -1,075 -6%
DA
317
Detalus Advisors
Missouri
$806K -$7.76K -160 -1%
PWMG
318
Prestige Wealth Management Group
New Jersey
$802K
PCIA
319
Prime Capital Investment Advisors
Kansas
$796K -$8.49K -175 -1%
ARC
320
Advisor Resource Council
Texas
$795K +$744K +15,325 New
MMPW
321
Mitchell McLeod Pugh & Williams
Alabama
$788K +$129K +2,655 +21%
HNWAG
322
High Net Worth Advisory Group
Florida
$779K
MA
323
Mutual Advisors
Nebraska
$774K +$59.4K +1,225 +9%
SBIA
324
Sheaff Brock Investment Advisors
Indiana
$766K +$1.7K +35 +0.2%
KFGK
325
Keystone Financial Group (Kentucky)
Kentucky
$763K +$13.3K +275 +2%