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Vanguard Morningstar Mega Cap Growth ETF
MGK

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
476
JGP Wealth Management
Oregon
$556K – – –
NEPWA
477
New England Private Wealth Advisors
Massachusetts
$555K +$148K +2,205 +38%
CSWM
478
Cassady Schiller Wealth Management
Ohio
$550K – – –
MCA
479
Maryland Capital Advisors
Maryland
$539K – – –
BB
480
Bell Bank
North Dakota
$534K – – –
PPA
481
Pacific Point Advisors
California
$533K +$514K +7,630 New
CI
482
Carroll Investors
South Carolina
$532K -$23.2K -345 -4%
RFN
483
RDA Financial Network
Iowa
$532K -$11.4K -170 -2%
GF
484
Gries Financial
Ohio
$532K -$322K -4,790 -38%
CSB
485
City State Bank
Iowa
$531K +$36.7K +545 +8%
RC
486
Roundview Capital
New Jersey
$522K +$337 +5 +0.1%
MGIA
487
Matthew Goff Investment Advisor
Texas
$519K -$2.69K -40 -0.5%
BJL
488
Brighton Jones LLC
Washington
$518K +$296K +4,395 +140%
APW
489
Aurora Private Wealth
New Jersey
$516K +$673 +10 +0.1%
CFO
490
CVA Family Office
Colorado
$516K +$337 +5 +0.1%
RIS
491
Retirement Income Solutions
Michigan
$515K +$203K +3,015 +67%
CAM
492
Cozad Asset Management
Illinois
$514K – – –
PMG
493
ProVise Management Group
Florida
$513K -$13.5K -200 -3%
PAS
494
Park Avenue Securities
New York
$510K -$30.3K -450 -6%
AC
495
Avestar Capital
New York
$508K – – –
TF
496
TME Financial
California
$506K +$529K +7,860 New
FCA
497
Fortis Capital Advisors
Kansas
$503K +$7.07K +105 +1%
SL
498
Sentinus LLC
Illinois
$503K -$16.8K -250 -3%
CWA
499
Canvas Wealth Advisors
Kansas
$496K -$19.2K -285 -4%
OAS
500
Optivise Advisory Services
Tennessee
$490K +$73.7K +1,095 +18%
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