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Vanguard Morningstar Mega Cap Growth ETF
MGK

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
651
Cherry Tree Wealth Management
Minnesota
$138K – – –
FGC
652
Financial Gravity Companies
Texas
$136K +$131K +2,105 New
IAIM
653
International Assets Investment Management
Florida
$129K – – –
FDCDDQ
654
Federation des caisses Desjardins du Quebec
Quebec, Canada
$124K -$19K -305 -14%
HWP
655
Highline Wealth Partners
California
$121K – – –
BCP
656
Blue Chip Partners
Michigan
$119K +$312 +5 +0.3%
PCMC
657
Planning Capital Management Corporation
Pennsylvania
$118K +$114K +1,835 New
NFA
658
Northwest Financial Advisors
Virginia
$117K +$113K +1,810 New
HT
659
Headlands Technologies
Illinois
$116K +$113K +1,805 New
PPC
660
Park Place Capital
Alabama
$113K – – –
AWM
661
Activest Wealth Management
Florida
$113K +$34K +545 +45%
PA
662
Parallel Advisors
California
$102K – – –
GJIA
663
Glass Jacobson Investment Advisors
Maryland
$102K +$312 +5 +0.3%
CAS
664
Coppell Advisory Solutions
Texas
$102K +$83.6K +1,340 +525%
PTC
665
Private Trust Company
Ohio
$98.8K +$2.5K +40 +3%
VC
666
Vestor Capital
Illinois
$98K +$94.5K +1,515 New
BAM
667
BOCHK Asset Management
Hong Kong
$96.6K -$374K -6,000 -80%
EWM
668
Evermay Wealth Management
Virginia
$96.6K – – –
OIA
669
Optimum Investment Advisors
Illinois
$96.6K – – –
APC
670
Aspire Private Capital
North Carolina
$94.7K – – –
BCWM
671
Bartlett & Co Wealth Management
Ohio
$92.7K – – –
AA
672
Addison Advisors
Vermont
$91.1K – – –
KWAG
673
Kiely Wealth Advisory Group
North Carolina
$91K – – –
CAL
674
Capital Analysts LLC
Pennsylvania
$88K – – –
TCOV
675
Trust Company of Vermont
Vermont
$84.4K – – –
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