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Vanguard Morningstar Mega Cap Growth ETF
MGK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
401
Sagespring Wealth Partners
Tennessee
$804K +$787K +11,700 New
SIMC
402
Squire Investment Management Company
Utah
$798K – – –
OIA
403
OneDigital Investment Advisors
Kansas
$790K -$97.3K -1,445 -11%
FMN
404
Financial Management Network
California
$783K -$38.4K -570 -5%
GVAG
405
Great Valley Advisor Group
Delaware
$777K +$9.09K +135 +1%
SF
406
Summit Financial
New Jersey
$775K +$11.1K +165 +1%
BAM
407
Belpointe Asset Management
Nevada
$760K +$6.73K +100 +0.8%
EFS
408
Essex Financial Services
Connecticut
$757K -$20.2K -300 -3%
MAS
409
MPWM Advisory Solutions
Georgia
$755K +$740K +10,990 New
CIA
410
Choate Investment Advisors
Massachusetts
$755K – – –
NFG
411
Nations Financial Group
Iowa
$754K -$99.6K -1,480 -12%
BWM
412
BCO Wealth Management
New Mexico
$747K +$732K +10,880 New
SIM
413
Synergy Investment Management
Florida
$738K +$724K +10,750 New
PS
414
Principal Securities
Iowa
$737K +$181K +2,685 +33%
AWM
415
Accurate Wealth Management
Florida
$728K +$65.6K +975 +10%
VFPW
416
Vantage Financial Partners (Wisconsin)
Wisconsin
$725K +$1.01K +15 +0.1%
CSP
417
Cary Street Partners
Virginia
$719K +$705K +10,470 New
SMC
418
Smith, Moore & Co
Missouri
$719K -$84.1K -1,250 -11%
DIA
419
Dana Investment Advisors
Wisconsin
$714K +$81.8K +1,215 +13%
ACA
420
Aptus Capital Advisors
Alabama
$710K +$99.3K +1,475 +17%
AP
421
Adero Partners
California
$708K – – –
FT
422
Fiduciary Trust
Massachusetts
$706K +$692K +10,280 New
SS
423
SBI Securities
Japan
$703K +$689K +10,230 New
NRI
424
NFP Retirement Inc
California
$701K +$1.35K +20 +0.2%
SWM
425
Spire Wealth Management
Virginia
$696K +$34K +505 +5%
15 16
17
18 19