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Vanguard Morningstar Mega Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
451
CreativeOne Wealth
Kansas
$636K -$1.05M -15,595 -63%
MWPCG
452
Measured Wealth Private Client Group
New Hampshire
$631K
CGFA
453
Colton Groome Financial Advisors
North Carolina
$631K -$103K -1,525 -14%
EFG
454
Embree Financial Group
Illinois
$630K
JFG
455
Jefferies Financial Group
New York
$629K +$95.2K +1,415 +18%
BAM
456
Berkshire Asset Management
Pennsylvania
$626K
BFA
457
Beaumont Financial Advisors
Massachusetts
$625K +$337 +5 +0.1%
IF
458
Intrua Financial
Texas
$624K -$137K -2,040 -18%
CCFM
459
Clear Creek Financial Management
Washington
$610K +$290K +4,315 +94%
MWM
460
Modern Wealth Management
Kansas
$605K -$13.5K -200 -2%
RA
461
RFG Advisory
Alabama
$597K +$585K +8,690 New
AFG
462
Atomi Financial Group
New York
$594K -$105K -1,560 -15%
MAG
463
M3 Advisory Group
Massachusetts
$591K +$64.3K +955 +12%
NHC
464
Nicholas Hoffman & Company
Georgia
$590K
B
465
Bailard
California
$584K
LA
466
Latitude Advisors
Florida
$583K -$1.68K -25 -0.3%
AQR Capital Management
467
AQR Capital Management
Connecticut
$579K +$125K +1,850 +28%
LOIP
468
Live Oak Investment Partners
Texas
$577K
WA
469
Wealthstream Advisors
New York
$574K
RFS
470
Richardson Financial Services
Massachusetts
$569K +$19.9K +295 +4%
TI
471
Trexquant Investment
Connecticut
$568K +$240K +3,560 +76%
WP
472
Westmount Partners
California
$566K -$294K -4,375 -35%
FFL
473
Financial Freedom LLC
Ohio
$565K -$8.75K -130 -2%
OWM
474
OneAscent Wealth Management
Alabama
$563K +$246K +3,655 +81%
RGF
475
Retirement Guys Formula
Ohio
$560K +$283K +4,200 +106%