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Vanguard Morningstar Mega Cap Growth ETF
MGK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
876
Connecticut Wealth Management
Connecticut
$204K -$34.6K -405 -15%
CWM
877
Chesapeake Wealth Management
Virginia
$204K +$198K +2,325 New
SIA
878
Spectrum Investment Advisors
Wisconsin
$204K +$198K +2,315 New
NFP
879
Narus Financial Partners
Utah
$202K +$196K +2,302 New
LAS
880
LWM Advisory Services
Florida
$202K +$196K +2,302 New
GWM
881
GoalFusion Wealth Management
Texas
$201K +$195K +2,290 New
VR
882
Vision Retirement
New Jersey
$196K – – –
IAIM
883
International Assets Investment Management
Florida
$188K +$427 +5 +0.2%
HIA
884
Harbor Investment Advisory
Maryland
$187K – – –
OCM
885
Orion Capital Management
California
$184K -$47.9K -561 -21%
CTWM
886
Cherry Tree Wealth Management
Minnesota
$181K – – –
CFB
887
Cullen/Frost Bankers
Texas
$175K – – –
GF
888
GGM Financials
Ohio
$167K +$162K +1,901 New
DF
889
Downshift Financial
Colorado
$157K +$153K +1,791 New
CAL
890
Capital Analysts LLC
Pennsylvania
$156K +$85 +1 +0.1%
JGIA
891
Jackson Grant Investment Advisers
Connecticut
$153K -$28.6K -335 -16%
APFP
892
Action Point Financial Planning
Michigan
$150K +$146K +1,708 New
FC
893
Financial Consulate
Maryland
$148K – – –
LFG
894
Larson Financial Group
Missouri
$146K -$3.03M -35,500 -96%
ECA
895
Elevated Capital Advisors
Utah
$144K -$1.71K -20 -1%
IFWM
896
Institute for Wealth Management
Colorado
$140K -$1.43M -16,775 -91%
RFA
897
Register Financial Advisors
Georgia
$138K +$134K +1,570 New
AUB
898
Atlantic Union Bankshares
Virginia
$128K -$7.17K -84 -5%
AWM
899
Activest Wealth Management
Florida
$128K -$20.1K -236 -14%
QT
900
Quantbot Technologies
New York
$128K +$48.8K +572 +65%
34 35
36
37 38