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Vanguard Morningstar Mega Cap Growth ETF
MGK

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
526
Diversified Trust
Tennessee
$453K +$198K +2,945 +81%
MW
527
Maia Wealth
Colorado
$444K +$200K +2,975 +85%
SIG
528
Stonegate Investment Group
Alabama
$444K – – –
CIA
529
Cape Investment Advisory
Georgia
$444K -$27.3K -405 -6%
CA
530
CWC Advisors
Oregon
$442K -$25.6K -380 -6%
MWM
531
Mission Wealth Management
California
$442K +$216K +3,210 +99%
GT
532
Glenview Trust
Kentucky
$441K – – –
UF
533
Univest Financial
Pennsylvania
$437K +$136K +2,025 +47%
JSC
534
Jackson Square Capital
California
$430K – – –
OC
535
Oarsman Capital
Wisconsin
$427K -$337 -5 -0.1%
FAFN
536
First Affirmative Financial Network
Colorado
$427K – – –
SL
537
SFM LLC
New Hampshire
$425K – – –
MWM
538
Maridea Wealth Management
New York
$424K +$416K +6,180 New
KAM
539
KEB Asset Management
Illinois
$424K – – –
CWM
540
Cornerstone Wealth Management
Missouri
$422K – – –
BAAM
541
Baker Avenue Asset Management
California
$420K -$337 -5 -0.1%
DC
542
Dahring Cusmano
Michigan
$419K +$411K +6,100 New
PFA
543
Pure Financial Advisors
California
$419K -$12.5K -185 -3%
CRWM
544
Castle Rock Wealth Management
California
$417K +$337 +5 +0.1%
FHA
545
Flagship Harbor Advisors
Massachusetts
$415K -$9.42K -140 -2%
P
546
Pitcairn
Pennsylvania
$412K -$14.1K -210 -3%
AF
547
Advisornet Financial
Minnesota
$412K +$18.5K +275 +5%
HIG
548
Heritage Investment Group
Florida
$410K – – –
BOSSRA
549
B.O.S.S. Retirement Advisors
Utah
$409K +$401K +5,955 New
PWW
550
Pettyjohn Wood & White
Virginia
$408K – – –
20 21
22
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