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Vanguard Morningstar Mega Cap Growth ETF
MGK

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
401
JGP Wealth Management
Oregon
$441K – – –
KWA
402
Kingswood Wealth Advisors
California
$441K +$24.3K +500 +6%
SIA
403
Sage Investment Advisers
New York
$438K +$54.3K +1,120 +15%
BJL
404
Brighton Jones LLC
Washington
$435K +$407K +8,385 New
BFA
405
Beaumont Financial Advisors
Massachusetts
$435K +$243 +5 +0.1%
SIG
406
Stonegate Investment Group
Alabama
$431K – – –
CIG
407
Cascade Investment Group
Colorado
$431K +$8.01K +165 +2%
DAS
408
Dynamic Advisor Solutions
Arizona
$430K -$30.1K -620 -7%
MG
409
Mather Group
Illinois
$426K +$399K +8,215 New
OC
410
Oarsman Capital
Wisconsin
$424K -$12.6K -260 -3%
FMTC
411
Farmers & Merchants Trust Company
California
$418K – – –
CF
412
Clarity Financial
Texas
$417K +$97K +2,000 +33%
TC
413
TownSquare Capital
Utah
$413K +$19.9K +410 +5%
VVP
414
Venture Visionary Partners
Ohio
$412K – – –
MCA
415
Maryland Capital Advisors
Maryland
$407K – – –
LL
416
LWMG LLC
Minnesota
$405K – – –
EWA
417
EP Wealth Advisors
California
$402K -$71.8K -1,480 -16%
RFS
418
Richardson Financial Services
Massachusetts
$396K +$370K +7,630 New
SB
419
Simmons Bank
Arkansas
$396K – – –
MGIA
420
Matthew Goff Investment Advisor
Texas
$394K – – –
RC
421
Roundview Capital
New Jersey
$394K +$243 +5 +0.1%
LT
422
Legacy Trust
Michigan
$393K – – –
CWA
423
Canvas Wealth Advisors
Kansas
$391K – – –
CAM
424
Cozad Asset Management
Illinois
$389K – – –
APS
425
American Planning Services
Florida
$386K -$234K -4,820 -39%
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