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Vanguard Morningstar Mega Cap Growth ETF
MGK

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
376
BCS Wealth Management
Tennessee
$223K – – –
CRWM
377
Castle Rock Wealth Management
California
$222K +$201 +5 +0.1%
BAM
378
Beaumont Asset Management
Texas
$220K -$247K -6,145 -50%
AA
379
Advisory Alpha
Michigan
$218K – – –
PWW
380
Pettyjohn Wood & White
Virginia
$216K – – –
BWM
381
Birchcreek Wealth Management
Ohio
$215K +$12.5K +310 +6%
SWA
382
Sax Wealth Advisors
New Jersey
$214K – – –
ANTB
383
AMG National Trust Bank
Colorado
$212K – – –
ZIM
384
Zacks Investment Management
Illinois
$212K – – –
HR
385
Howe & Rusling
New York
$211K +$20.1K +500 +9%
HBW
386
Hazlett, Burt & Watson
West Virginia
$210K +$15.7K +390 +7%
BHIA
387
Birch Hill Investment Advisors
Massachusetts
$209K – – –
CF
388
Clarity Financial
Texas
$209K +$231K +5,750 New
KIA
389
KCM Investment Advisors
California
$207K – – –
PTC
390
Private Trust Company
Ohio
$207K +$229K +5,690 New
ZIMP
391
Zimmermann Investment Management & Planning
Pennsylvania
$206K -$1M -24,920 -81%
IFWM
392
Institute for Wealth Management
Colorado
$206K -$265K -6,585 -54%
PIP
393
Peachtree Investment Partners
Florida
$202K -$161K -4,005 -42%
PFGIA
394
Patriot Financial Group Insurance Agency
Massachusetts
$202K -$1.21K -30 -0.5%
PCA
395
Personal Capital Advisors
California
$202K – – –
HSG
396
Helen Stephens Group
Texas
$200K +$201 +5 +0.1%
TIM
397
Tevis Investment Management
Texas
$193K +$25.7K +640 +14%
S
398
SignatureFD
Georgia
$189K – – –
HWMA
399
Heritage Wealth Management (Arizona)
Arizona
$188K – – –
SWA
400
SOA Wealth Advisors
New York
$187K +$24.3K +605 +13%
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