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Vanguard Morningstar Mega Cap Growth ETF
MGK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
576
SpringVest Wealth Management
Texas
$453K – – –
RIS
577
Richmond Investment Services
Wisconsin
$448K +$47.6K +620 +13%
CAC
578
Certified Advisory Corp
Florida
$447K +$17.3K +225 +4%
OC
579
Oppenheimer & Co
New York
$447K +$60.2K +785 +16%
MAM
580
MWA Asset Management
Massachusetts
$447K -$767 -10 -0.2%
SS
581
SBI Securities
Japan
$446K -$413K -5,385 -49%
PFA
582
Pure Financial Advisors
California
$445K +$3.84K +50 +0.9%
WPW
583
Waldron Private Wealth
Pennsylvania
$441K – – –
UB
584
UMB Bank
Missouri
$439K – – –
TWG
585
The Wealth Group
Minnesota
$438K +$21.1K +275 +5%
FHC
586
First Heartland Consultants
Missouri
$432K +$412K +5,365 New
SQA
587
Simon Quick Advisors
New Jersey
$429K -$7.67K -100 -2%
RFP
588
Root Financial Partners
California
$428K +$88.6K +1,155 +28%
SL
589
SFM LLC
New Hampshire
$426K – – –
SFP
590
Shepherd Financial Partners
Massachusetts
$426K – – –
FMWA
591
Forvis Mazars Wealth Advisors
Missouri
$423K -$234K -3,055 -37%
CFP
592
Comprehensive Financial Planning
Pennsylvania
$423K +$384 +5 +0.1%
IF
593
Intrua Financial
Texas
$422K -$13K -170 -3%
IWA
594
Icon Wealth Advisors
Texas
$421K – – –
OC
595
OxenFree Capital
Florida
$420K -$6.14K -80 -2%
PIA
596
Perennial Investment Advisors
California
$419K +$384 +5 +0.1%
CCFM
597
Clear Creek Financial Management
Washington
$417K -$69.5K -905 -15%
HTC
598
Haverford Trust Company
Pennsylvania
$417K – – –
AF
599
Apexium Financial
Texas
$413K – – –
MGWA
600
Monument Group Wealth Advisors
Massachusetts
$411K +$384 +5 +0.1%
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