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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
226
Maryland Capital Management
Maryland
$1.5M +$1.4M +7,096 New
CSPIA
227
Cary Street Partners Investment Advisory
Virginia
$1.5M +$117K +592 +9%
NFC
228
Northeast Financial Consultants
Connecticut
$1.5M – – –
MC
229
Mathes Company
New York
$1.49M – – –
SFP
230
Sterling Financial Planning
New Jersey
$1.48M +$1.37M +6,962 New
NAS
231
Nicolet Advisory Services
Wisconsin
$1.45M -$1.77K -9 -0.1%
DW
232
Domani Wealth
Pennsylvania
$1.44M +$1.38K +7 +0.1%
B
233
Bridgeworth
Alabama
$1.44M -$55.9K -284 -4%
JFA
234
JNBA Financial Advisors
Minnesota
$1.37M -$87.8K -446 -6%
ABC
235
Associated Banc-Corp
Wisconsin
$1.37M -$233K -1,185 -16%
IWM
236
IHT Wealth Management
Illinois
$1.37M -$69.1K -351 -5%
SWP
237
Stratos Wealth Partners
Ohio
$1.34M -$54.9K -279 -4%
JWCA
238
J.W. Cole Advisors
Florida
$1.32M +$515K +2,616 +73%
CAM
239
Cozad Asset Management
Illinois
$1.31M -$118K -600 -9%
CCP
240
Corient Capital Partners
California
$1.29M – – –
IFG
241
Independent Financial Group
California
$1.28M -$178K -904 -13%
BIM
242
Baldwin Investment Management
Pennsylvania
$1.28M – – –
SAF
243
Smith Anglin Financial
Texas
$1.28M +$1.19M +6,019 New
PWLP
244
Prio Wealth Limited Partnership
Massachusetts
$1.27M – – –
CFO
245
Collective Family Office
Pennsylvania
$1.26M +$1.17M +5,942 New
TFA
246
TPG Financial Advisors
Oregon
$1.26M -$7.88K -40 -0.7%
CPFP
247
Clear Perspectives Financial Planning
Ohio
$1.25M +$1.16M +5,902 New
CFA
248
Carroll Financial Associates
North Carolina
$1.24M +$13.2K +67 +1%
WP
249
WealthShield Partners
North Carolina
$1.22M -$2.95K -15 -0.3%
GT
250
Glenview Trust
Kentucky
$1.21M -$23K -117 -2%
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