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Vanguard Morningstar Mega Cap Growth ETF
MGK

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
376
Buttonwood Financial Advisors
Maryland
$639K +$3.04K +55 +0.5%
IF
377
Intrua Financial
Texas
$638K -$61.8K -1,120 -9%
CGFA
378
Colton Groome Financial Advisors
North Carolina
$637K +$125K +2,265 +26%
FWP
379
FAS Wealth Partners
Kansas
$634K +$611K +11,065 New
CIA
380
Choate Investment Advisors
Massachusetts
$630K +$606K +10,990 New
NRI
381
NFP Retirement Inc
California
$619K -$178K -3,220 -23%
TC
382
TownSquare Capital
Utah
$609K +$146K +2,655 +33%
JWA
383
JFS Wealth Advisors
Pennsylvania
$606K +$583K +10,570 New
ECA
384
Elevated Capital Advisors
Utah
$601K -$17.4K -315 -3%
FHC
385
First Heartland Consultants
Missouri
$595K +$572K +10,375 New
AP
386
Adero Partners
California
$591K – – –
SWP
387
Summit Wealth Partners
Florida
$586K -$22.9K -415 -4%
RA
388
Rodgers & Associates
Pennsylvania
$579K -$34.5K -625 -6%
HIC
389
Hartline Investment Corp
Illinois
$576K -$238K -4,305 -30%
BCA
390
Bay Colony Advisors
Massachusetts
$576K +$77.8K +1,410 +16%
LAS
391
Legacy Advisory Services
Pennsylvania
$575K -$51.6K -935 -9%
VWM
392
Venturi Wealth Management
Texas
$573K -$690K -12,500 -56%
PP
393
PrairieView Partners
Minnesota
$572K – – –
WAM
394
WealthTrust Asset Management
Florida
$569K +$547K +9,920 New
EFG
395
Embree Financial Group
Illinois
$567K -$119K -2,150 -18%
IFWM
396
Institute for Wealth Management
Colorado
$565K +$22.1K +400 +4%
DWM
397
Dopkins Wealth Management
New York
$565K +$309K +5,605 +132%
BAM
398
Berkshire Asset Management
Pennsylvania
$564K -$4.14K -75 -0.8%
VWM
399
Vigilare Wealth Management
Arizona
$557K +$537K +9,725 New
LJAC
400
L.J. Altfest & Co
New York
$557K – – –
14 15
16
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