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Vanguard Morningstar Mega Cap Growth ETF
MGK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
576
Copia Wealth Management
Oregon
$366K +$359K +5,335 New
SIS
577
Strategic Investment Solutions
Illinois
$366K +$197K +2,930 +83%
PIA
578
Perennial Investment Advisors
California
$366K +$673 +10 +0.2%
PMIM
579
Prudent Man Investment Management
Colorado
$364K +$357K +5,300 New
SFP
580
Shepherd Financial Partners
Massachusetts
$364K -$6.39K -95 -2%
CW
581
Channel Wealth
California
$362K -$1.01K -15 -0.3%
FMWA
582
Forvis Mazars Wealth Advisors
Missouri
$361K -$9.76K -145 -3%
MMG
583
Monetary Management Group
Missouri
$361K -$42.1K -625 -11%
CFP
584
Comprehensive Financial Planning
Pennsylvania
$360K +$353K +5,240 New
IWA
585
Icon Wealth Advisors
Texas
$359K -$11.4K -170 -3%
VWA
586
VSM Wealth Advisory
Maryland
$352K +$345K +5,125 New
AG
587
Ascent Group
Virginia
$351K -$29.3K -435 -8%
MGWA
588
Monument Group Wealth Advisors
Massachusetts
$350K +$673 +10 +0.2%
BFA
589
Beacon Financial Advisory
Ohio
$348K +$341K +5,065 New
TWG
590
The Wealth Group
Minnesota
$348K +$1.68K +25 +0.5%
LFA
591
Lauterbach Financial Advisors
Texas
$346K +$337 +5 +0.1%
FPF
592
First Pacific Financial
Washington
$343K +$673 +10 +0.2%
FMTC
593
Farmers & Merchants Trust Company
California
$342K – – –
SIA
594
Schechter Investment Advisors
Michigan
$342K -$50.8K -755 -13%
CB
595
Commerce Bank
Missouri
$341K – – –
VPP
596
Vertex Planning Partners
Illinois
$339K +$2.69K +40 +0.8%
DF
597
Dunhill Financial
United Kingdom
$338K +$277K +4,115 +511%
GA
598
GSG Advisors
New Jersey
$337K – – –
SXL
599
Summit X LLC
Missouri
$335K -$33.7K -500 -9%
CWA
600
Cura Wealth Advisors
Illinois
$335K +$328K +4,875 New
22 23
24
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