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Vanguard Morningstar Mega Cap Growth ETF
MGK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
501
Sound Income Strategies
Florida
$39K – – –
ODG
502
O'Dell Group
Ohio
$37K – – –
DSC
503
Duncker Streett & Co
Missouri
$33K -$12.7K -250 -29%
FPWM
504
FSB Premier Wealth Management
Iowa
$33K +$32.4K +640 New
SBL
505
Sargent Bickham Lagudis
Colorado
$31K – – –
FA
506
Fortis Advisors
Pennsylvania
$31K +$10.1K +200 +50%
JRFS
507
James Reed Financial Services
Ohio
$28K +$27.6K +545 New
OSAM
508
O'Shaughnessy Asset Management
Connecticut
$26K – – –
TC
509
Truvestments Capital
Florida
$25K +$24.1K +475 New
RI
510
Rinkey Investments
California
$25K +$25.6K +505 New
CA
511
Clearstead Advisors
Ohio
$24K +$23.3K +460 New
DI
512
Disciplined Investments
Oklahoma
$23K – – –
CB
513
Community Bank
New York
$22K – – –
BC
514
Burleson & Co
California
$20K +$19K +375 New
CFFP
515
Center for Financial Planning
Michigan
$19K – – –
KFI
516
Key Financial Inc
Pennsylvania
$18K – – –
AIP
517
Ahrens Investment Partners
Louisiana
$16K +$15.2K +300 New
ME
518
McIlrath & Eck
Washington
$15K – – –
FFA
519
Founders Financial Alliance
North Carolina
$15K +$14.4K +285 New
GEA
520
Glen Eagle Advisors
New Jersey
$14.9K +$14.4K +285 New
TFGT
521
TS Financial Group (TSFG)
Illinois
$14K – – –
BBPWM
522
Blue Bell Private Wealth Management
Pennsylvania
$13K – – –
AA
523
Ancora Advisors
Ohio
$11K – – –
HNB
524
Huntington National Bank
Ohio
$11K – – –
AWM
525
Activest Wealth Management
Florida
$10K – – –
19 20
21
22 23