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Vanguard Morningstar Mega Cap Growth ETF
MGK

Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
326
Stonebridge Financial Planning Group
Florida
$452K -$36.6K -775 -7%
USCWA
327
U.S. Capital Wealth Advisors
Texas
$450K – – –
BAM
328
Berkshire Asset Management
Pennsylvania
$450K -$99.3K -2,105 -18%
CFGS
329
Concourse Financial Group Securities
Alabama
$445K -$140K -2,960 -23%
LJAC
330
L.J. Altfest & Co
New York
$441K – – –
AFAS
331
Acorn Financial Advisory Services
Virginia
$437K +$217K +4,600 +91%
SB
332
Strategic Blueprint
Georgia
$428K -$171K -3,615 -28%
CAAS
333
Capital Asset Advisory Services
Michigan
$426K +$425K +9,010 New
IFWM
334
Institute for Wealth Management
Colorado
$426K +$26.9K +570 +6%
PMG
335
ProVise Management Group
Florida
$419K -$4.95K -105 -1%
EWA
336
EP Wealth Advisors
California
$418K -$91.1K -1,930 -17%
MWPCG
337
Measured Wealth Private Client Group
New Hampshire
$417K -$19.6K -415 -4%
DAS
338
Dynamic Advisor Solutions
Arizona
$415K -$3.77K -80 -0.9%
CI
339
Carroll Investors
South Carolina
$409K -$708 -15 -0.2%
AWM
340
Accurate Wealth Management
Florida
$406K +$22.4K +475 +6%
SFM
341
Signet Financial Management
New Jersey
$399K -$68.2K -1,445 -14%
BB
342
Bell Bank
North Dakota
$398K -$116K -2,450 -22%
WP
343
WMS Partners
Maryland
$395K – – –
GWP
344
Gateway Wealth Partners
Wisconsin
$395K +$169K +3,585 +70%
SWM
345
Silverlake Wealth Management
Vermont
$394K +$51K +1,080 +14%
LWA
346
LWS Wealth Advisors
New Jersey
$391K +$236 +5 +0.1%
PTP
347
Platform Technology Partners
New York
$390K +$25K +530 +7%
NHC
348
Nicholas Hoffman & Company
Georgia
$390K – – –
D
349
Dentgroup
Louisiana
$389K -$45.5K -965 -10%
CIA
350
Capital Investment Advisors
Georgia
$388K +$2.36K +50 +0.6%
12 13
14
15 16