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Vanguard Morningstar Mega Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
151
Mariner Independent Advisor Network
Kansas
$2M -$80.1K -2,035 -3%
1WM
152
1900 Wealth Management
Texas
$1.97M
FWP
153
Falcon Wealth Planning
California
$1.97M -$664K -16,870 -23%
IA
154
IFP Advisors
Florida
$1.95M +$71.9K +1,825 +2%
HIS
155
Horizon Investment Services
Indiana
$1.95M +$216K +5,485 +11%
EWA
156
Encompass Wealth Advisors
Oregon
$1.9M -$449K -11,400 -17%
BRWA
157
B. Riley Wealth Advisors
Florida
$1.87M +$63.8K +1,620 +3%
EWM
158
Empirical Wealth Management
Washington
$1.84M +$317K +8,060 +18%
FTUS
159
Flow Traders U.S.
New York
$1.83M +$2.07M +52,635 New
RFN
160
RDA Financial Network
Iowa
$1.81M +$59.8K +1,520 +3%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$1.8M +$21.1K +535 +1%
MGIA
162
Moneta Group Investment Advisors
Missouri
$1.79M -$104K -2,645 -5%
MSFS
163
Main Street Financial Solutions
Pennsylvania
$1.79M -$64K -1,625 -3%
CA
164
Cetera Advisors
Colorado
$1.71M +$31.7K +805 +2%
DA
165
Detalus Advisors
Missouri
$1.69M -$3.33M -84,630 -64%
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$1.66M -$79.5K -2,020 -4%
FHA
167
First Horizon Advisors
Tennessee
$1.65M -$151K -3,835 -7%
SPC
168
Sigma Planning Corp
Michigan
$1.65M +$182K +4,625 +11%
CPFP
169
Clear Perspectives Financial Planning
Ohio
$1.65M -$220K -5,590 -11%
GM
170
GeoWealth Management
Illinois
$1.64M +$849K +21,555 +85%
NAS
171
Nicolet Advisory Services
Wisconsin
$1.58M +$20.5K +520 +1%
AWP
172
Accretive Wealth Partners
New Jersey
$1.57M
WLIM
173
White Lighthouse Investment Management
Massachusetts
$1.53M +$798K +20,260 +86%
AO
174
Advisor OS
Illinois
$1.49M -$101K -2,570 -6%
Koshinski Asset Management
175
Koshinski Asset Management
Illinois
$1.48M -$71.1K -1,805 -4%