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Vanguard Morningstar Mega Cap Growth ETF
MGK

Name Holding Trade Value Shares
Change 		Change in
Stake
VR
876
Vision Retirement
New Jersey
$196K – – –
IAIM
877
International Assets Investment Management
Florida
$188K +$427 +5 +0.2%
HIA
878
Harbor Investment Advisory
Maryland
$187K – – –
OCM
879
Orion Capital Management
California
$184K -$47.9K -561 -21%
CFB
880
Cullen/Frost Bankers
Texas
$175K – – –
GF
881
GGM Financials
Ohio
$167K +$162K +1,901 New
DF
882
Downshift Financial
Colorado
$157K +$153K +1,791 New
CAL
883
Capital Analysts LLC
Pennsylvania
$156K +$85 +1 +0.1%
JGIA
884
Jackson Grant Investment Advisers
Connecticut
$153K -$28.6K -335 -16%
APFP
885
Action Point Financial Planning
Michigan
$150K +$146K +1,708 New
FC
886
Financial Consulate
Maryland
$148K – – –
LFG
887
Larson Financial Group
Missouri
$146K -$3.03M -35,500 -96%
ECA
888
Elevated Capital Advisors
Utah
$144K -$1.71K -20 -1%
IFWM
889
Institute for Wealth Management
Colorado
$140K -$1.43M -16,775 -91%
RFA
890
Register Financial Advisors
Georgia
$138K +$134K +1,570 New
AUB
891
Atlantic Union Bankshares
Virginia
$128K -$7.17K -84 -5%
AWM
892
Activest Wealth Management
Florida
$128K -$20.1K -236 -14%
QT
893
Quantbot Technologies
New York
$128K +$48.8K +572 +65%
NS
894
NBC Securities
Alabama
$127K – – –
KFAS
895
Keating Financial Advisory Services
Kansas
$124K – – –
TCOV
896
Trust Company of Vermont
Vermont
$124K +$121K +1,415 New
PAI
897
Pittenger & Anderson Inc
Nebraska
$121K – – –
BCWM
898
Bartlett & Co Wealth Management
Ohio
$121K -$469K -5,500 -80%
AF
899
Align Financial
Minnesota
$119K – – –
SEP
900
Signature Equity Partners
Ohio
$118K -$7.6K -89 -6%
34 35
36
37 38