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Vanguard Morningstar Mega Cap Growth ETF
MGK

Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
576
Retirement Income Solutions
Michigan
$633K -$588K -6,892 -80%
RF
577
Rossby Financial
Florida
$633K +$8.11K +95 +1%
WA
578
WBH Advisory
Maryland
$627K +$609K +7,134 New
QWP
579
Quotient Wealth Partners
Texas
$627K +$85 +1 +0%
RFN
580
RDA Financial Network
Iowa
$623K +$7.94K +93 +1%
TSS
581
Two Sigma Securities
New York
$623K +$194K +2,268 +47%
NAM
582
NorthCrest Asset Manangement
Minnesota
$621K +$323K +3,785 +118%
BFA
583
Beacon Financial Advisory
Ohio
$619K -$1.54K -18 -0.3%
PCS
584
Private Client Services
Kentucky
$618K – – –
SB
585
Simmons Bank
Arkansas
$615K – – –
NEPWA
586
New England Private Wealth Advisors
Massachusetts
$611K +$427 +5 +0.1%
WIC
587
Woodmont Investment Counsel
Tennessee
$607K -$30.4K -356 -5%
FWA
588
Flagship Wealth Advisors
Massachusetts
$607K +$589K +6,900 New
OC
589
Oppenheimer & Co
New York
$603K -$20.7K -243 -3%
MCM
590
Morton Capital Management
California
$598K +$187K +2,190 +47%
FCA
591
Fortis Capital Advisors
Kansas
$597K -$180K -2,105 -24%
EF
592
Entrust Financial
Pennsylvania
$597K +$85 +1 +0%
SIC
593
Sterling Investment Counsel
New York
$596K -$26.3K -308 -4%
RC
594
Roundview Capital
New Jersey
$594K -$72.8K -853 -11%
BB
595
Bell Bank
North Dakota
$592K -$14.3K -167 -2%
BWM
596
BCO Wealth Management
New Mexico
$592K – – –
FC
597
Fairscale Capital
New Hampshire
$589K – – –
MWM
598
Mindset Wealth Management
Indiana
$585K – – –
PIA
599
Perennial Investment Advisors
California
$579K +$43.2K +506 +8%
PWA
600
Provenance Wealth Advisors
Florida
$578K +$29.4K +344 +6%
22 23
24
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