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Vanguard Morningstar Mega Cap Growth ETF
MGK

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
501
Capital Investment Advisory Services
North Carolina
$258K – – –
CB
502
Commerce Bank
Missouri
$258K – – –
DA
503
Drake & Associates
Wisconsin
$256K -$16.1M -332,495 -99%
VPP
504
Vertex Planning Partners
Illinois
$254K – – –
RIS
505
Retirement Income Solutions
Michigan
$254K +$238K +4,900 New
BWM
506
BCS Wealth Management
Tennessee
$254K – – –
AIM
507
Anchor Investment Management
South Carolina
$254K – – –
SWA
508
Sax Wealth Advisors
New Jersey
$252K – – –
TAM
509
TCP Asset Management
Ohio
$252K – – –
SFG
510
Sunburst Financial Group
Alabama
$251K +$14.6K +300 +7%
CWM
511
Cornerstone Wealth Management
Missouri
$250K -$1.94K -40 -0.8%
DIA
512
Davidson Investment Advisors
Montana
$249K – – –
DTC
513
Davidson Trust Company
Washington
$249K – – –
PG
514
Patten Group
Tennessee
$249K +$3.15K +65 +1%
MCM
515
Mitchell Capital Management
Kansas
$248K – – –
GA
516
GSG Advisors
New Jersey
$248K +$238K +4,900 New
MW
517
Marcum Wealth
Ohio
$243K +$227K +4,675 New
SIS
518
Strategic Investment Solutions
Illinois
$240K -$4.2M -86,580 -95%
EWA
519
Exencial Wealth Advisors
Oklahoma
$239K – – –
TWM
520
Trevian Wealth Management
Massachusetts
$238K +$222K +4,580 New
RP
521
Rice Partnership
Hawaii
$238K – – –
WPC
522
Wedmont Private Capital
Pennsylvania
$235K +$222K +4,580 New
FFB
523
First Financial Bankshares
Texas
$235K +$220K +4,525 New
ZIM
524
Zacks Investment Management
Illinois
$234K -$98.3K -2,025 -31%
SPAS
525
Spectrum Planning & Advisory Services
California
$233K – – –
19 20
21
22 23