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Vanguard Morningstar Mega Cap Growth ETF
MGK

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
901
Optima Capital
Oregon
$57.8K +$57.5K +700 New
VWA
902
Valued Wealth Advisors
Utah
$55.3K -$1.23K -15 -2%
RP
903
Rice Partnership
Hawaii
$53.4K -$237K -2,880 -82%
AUB
904
Atlantic Union Bankshares
Virginia
$52.4K +$18.5K +225 +55%
BHWM
905
Bay Harbor Wealth Management
Maryland
$52K +$51.7K +630 New
DWS
906
Dynamic Wealth Strategies
California
$49.9K – – –
MIM
907
MTM Investment Management
South Carolina
$49.5K -$8.21K -100 -14%
GEA
908
Glen Eagle Advisors
New Jersey
$48.3K +$48.1K +585 New
PMFA
909
Plante Moran Financial Advisors
Michigan
$47.9K – – –
SWP
910
Strategic Wealth Partners
Ohio
$43K +$6.16K +75 +17%
B
911
Birchbrook
Maine
$42.9K +$42.7K +520 New
FGAM
912
Financial Gravity Asset Management
Texas
$42.5K -$19.3K -235 -31%
RIL
913
Rothschild Investment LLC
Illinois
$41.3K – – –
DFA
914
DHJJ Financial Advisors
Illinois
$41.1K – – –
NFSG
915
Newbridge Financial Services Group
Florida
$40.9K +$31.6K +385 +350%
CA
916
Clearstead Advisors
Ohio
$40K – – –
SA
917
Seneschal Advisors
Washington
$39.6K – – –
ME
918
McIlrath & Eck
Washington
$38.7K – – –
CAM
919
Costello Asset Management
Pennsylvania
$38.6K +$20.5K +250 +116%
CH
920
CDKV Holdings
Colorado
$33.4K +$33.3K +405 New
GCM
921
Gables Capital Management
Florida
$32.6K – – –
IIM
922
IFC & Insurance Marketing
California
$32K +$32K +390 New
HAP
923
Harbor Asset Planning
Massachusetts
$31.1K – – –
GIL
924
Go Invest LLC
Utah
$29.8K +$29.6K +360 New
FMB
925
Field & Main Bank
Kentucky
$29.3K -$7.8K -95 -21%
35 36
37
38 39