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Vanguard Morningstar Mega Cap Growth ETF
MGK

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
551
Cynosure Group
Utah
$625K – – –
FWA
552
Flagship Wealth Advisors
Massachusetts
$622K +$433K +5,275 +234%
VWM
553
Venturi Wealth Management
Texas
$619K -$205K -2,500 -25%
CI
554
Carroll Investors
South Carolina
$619K -$20.9K -255 -3%
CAM
555
Cozad Asset Management
Illinois
$618K – – –
SFA
556
Sequoia Financial Advisors
Ohio
$614K +$10.7K +130 +2%
WMN
557
Wealth Management Nebraska
Nebraska
$604K +$138K +1,685 +30%
IC
558
Iconiq Capital
California
$602K +$6.57K +80 +1%
WIC
559
Woodmont Investment Counsel
Tennessee
$599K +$596K +7,260 New
CIA
560
Cape Investment Advisory
Georgia
$595K +$591K +7,190 +35,950%
BWM
561
BCO Wealth Management
New Mexico
$594K -$142K -1,725 -19%
NEPWA
562
New England Private Wealth Advisors
Massachusetts
$594K -$74.3K -905 -11%
QWP
563
Quotient Wealth Partners
Texas
$588K +$7.8K +95 +1%
EF
564
Entrust Financial
Pennsylvania
$586K +$583K +7,100 New
CL
565
CVFG LLC
Indiana
$584K – – –
BFA
566
Beacon Financial Advisory
Ohio
$583K -$27.1K -330 -4%
PCS
567
Private Client Services
Kentucky
$580K – – –
SB
568
Simmons Bank
Arkansas
$578K – – –
RFN
569
RDA Financial Network
Iowa
$577K -$36.6K -445 -6%
PTP
570
Platform Technology Partners
New York
$574K – – –
SWA
571
SOA Wealth Advisors
New York
$573K +$821 +10 +0.1%
SCA
572
Snowden Capital Advisors
New York
$568K +$88.7K +1,080 +19%
GAM
573
Gotham Asset Management
New York
$565K +$178K +2,165 +46%
FFL
574
Financial Freedom LLC
Ohio
$564K -$14.4K -175 -2%
CWA
575
Canvas Wealth Advisors
Kansas
$563K – – –
21 22
23
24 25