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Vanguard Morningstar Mega Cap Growth ETF
MGK

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
426
O'Shaughnessy Asset Management
Connecticut
$23K – – –
DI
427
Disciplined Investments
Oklahoma
$21K +$21.5K +445 New
CB
428
Community Bank
New York
$20K – – –
FA
429
Fortis Advisors
Pennsylvania
$19K +$19.4K +400 New
AF
430
Allworth Financial
California
$18K -$788K -16,280 -98%
AF
431
Advisornet Financial
Minnesota
$18K +$18.6K +385 New
CFFP
432
Center for Financial Planning
Michigan
$17K – – –
KFI
433
Key Financial Inc
Pennsylvania
$16K – – –
JPLA
434
Joseph P. Lucia & Associates
New York
$13K – – –
ME
435
McIlrath & Eck
Washington
$13K – – –
TFGT
436
TS Financial Group (TSFG)
Illinois
$13K – – –
BBPWM
437
Blue Bell Private Wealth Management
Pennsylvania
$12K – – –
TF
438
Tompkins Financial
New York
$12K +$12.1K +250 New
AA
439
Ancora Advisors
Ohio
$10K -$10.4K -215 -50%
AWM
440
Activest Wealth Management
Florida
$9K – – –
BC
441
Barnett & Company
Tennessee
$9K +$9.43K +195 New
PPWM
442
PFG Private Wealth Management
Florida
$9K +$9.68K +200 New
OAJ
443
Ogorek Anthony Joseph
New York
$9K +$10.2K +210 New
CFN
444
Cordasco Financial Network
Florida
$7K – – –
CCM
445
Covington Capital Management
California
$5K +$1.94K +40 +67%
IF
446
Ironwood Financial
Arizona
$4K – – –
CB
447
CNB Bank
Pennsylvania
$3K – – –
BFC
448
Bedel Financial Consulting
Indiana
$2K – – –
GWS
449
Glassman Wealth Services
Virginia
$1K – – –
SWM
450
Sanctuary Wealth Management
Idaho
– -$4.9M -105,860 Closed
15 16 17
18
19