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Vanguard Morningstar Mega Cap Growth ETF
MGK

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
326
Signet Financial Management
New Jersey
$482K +$11.6K +270 +3%
PP
327
PrairieView Partners
Minnesota
$468K +$429K +9,965 New
USCWA
328
U.S. Capital Wealth Advisors
Texas
$467K +$7.54K +175 +2%
LJAC
329
L.J. Altfest & Co
New York
$458K – – –
MWPCG
330
Measured Wealth Private Client Group
New Hampshire
$452K – – –
D
331
Dentgroup
Louisiana
$449K +$431 +10 +0.1%
SCA
332
Snowden Capital Advisors
New York
$443K -$28K -650 -6%
PMG
333
ProVise Management Group
Florida
$439K -$8.19K -190 -2%
DAS
334
Dynamic Advisor Solutions
Arizona
$435K -$86.8K -2,015 -18%
TF
335
TIAA FSB
Florida
$430K -$72.6K -1,685 -16%
DI
336
DFPG Investments
Utah
$429K +$379K +8,795 New
CI
337
Carroll Investors
South Carolina
$425K -$215 -5 -0.1%
IFWM
338
Institute for Wealth Management
Colorado
$415K +$143K +3,330 +61%
CSPIA
339
Cary Street Partners Investment Advisory
Virginia
$414K +$431 +10 +0.1%
SIG
340
Stonegate Investment Group
Alabama
$412K – – –
WP
341
WMS Partners
Maryland
$410K +$376K +8,715 New
LWA
342
LWS Wealth Advisors
New Jersey
$405K -$65.9K -1,530 -15%
NHC
343
Nicholas Hoffman & Company
Georgia
$404K – – –
OC
344
Oarsman Capital
Wisconsin
$401K – – –
JWM
345
JGP Wealth Management
Oregon
$400K -$21.5K -500 -6%
B
346
Bailard
California
$400K – – –
CIA
347
Capital Investment Advisors
Georgia
$400K -$15.9K -370 -4%
CIG
348
Cascade Investment Group
Colorado
$395K +$60.5K +1,405 +20%
BFA
349
Beaumont Financial Advisors
Massachusetts
$394K +$16.4K +380 +5%
AWM
350
Accurate Wealth Management
Florida
$393K -$10.8K -250 -3%
12 13
14
15 16