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Vanguard Morningstar Mega Cap Growth ETF
MGK

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
551
Geneos Wealth Management
Colorado
$342K +$63.8K +945 +21%
WPW
552
Waldron Private Wealth
Pennsylvania
$338K – – –
SIC
553
Sterling Investment Counsel
New York
$338K +$8.77K +130 +2%
UB
554
UMB Bank
Missouri
$337K – – –
SQA
555
Simon Quick Advisors
New Jersey
$335K +$366K +5,425 New
IF
556
Intrua Financial
Texas
$334K -$248K -3,675 -40%
BJL
557
Brighton Jones LLC
Washington
$334K -$144K -2,140 -28%
SBIA
558
Sheaff Brock Investment Advisors
Indiana
$334K – – –
PIA
559
Perennial Investment Advisors
California
$329K +$337 +5 +0.1%
SL
560
SFM LLC
New Hampshire
$327K -$60.1K -890 -14%
SFP
561
Shepherd Financial Partners
Massachusetts
$327K – – –
FMWA
562
Forvis Mazars Wealth Advisors
Missouri
$325K – – –
CFP
563
Comprehensive Financial Planning
Pennsylvania
$324K – – –
CA
564
CGN Advisors
Kansas
$324K +$25.3K +375 +8%
AC
565
AlphaCore Capital
California
$323K +$353K +5,235 New
IWA
566
Icon Wealth Advisors
Texas
$323K – – –
OIA
567
OneDigital Investment Advisors
Kansas
$321K -$425K -6,305 -55%
RFC
568
Regions Financial Corp
Alabama
$321K +$351K +5,195 New
HTC
569
Haverford Trust Company
Pennsylvania
$320K -$17.5K -260 -5%
NI
570
Natural Investments
California
$318K +$20.9K +310 +6%
WS
571
Wedbush Securities
California
$317K -$20.6K -305 -6%
VWA
572
VSM Wealth Advisory
Maryland
$317K – – –
MWM
573
Maridea Wealth Management
New York
$316K -$71.5K -1,060 -17%
MGWA
574
Monument Group Wealth Advisors
Massachusetts
$315K – – –
IA
575
IFG Advisory
Georgia
$315K -$55.7K -825 -14%
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