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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
BAIA
251
Bel Air Investment Advisors
California
$1.29M +$1.3M +5,991 New
IFG
252
Independent Financial Group
California
$1.29M -$13.2K -61 -1%
PWLP
253
Prio Wealth Limited Partnership
Massachusetts
$1.28M – – –
CFA
254
Carroll Financial Associates
North Carolina
$1.27M +$17.1K +79 +1%
HA
255
Harborview Advisors
Maine
$1.27M +$53.6K +247 +4%
AUB
256
Atlantic Union Bankshares
Virginia
$1.27M +$427K +1,968 +50%
PAG
257
Pinnacle Advisory Group
Maryland
$1.27M +$1.28M +5,903 New
RI
258
Ridgewood Investments
New Jersey
$1.25M +$301K +1,387 +31%
CPFP
259
Clear Perspectives Financial Planning
Ohio
$1.25M -$21.7K -100 -2%
WP
260
WealthShield Partners
North Carolina
$1.24M – – –
SC
261
Scotia Capital
Ontario, Canada
$1.23M +$638K +2,941 +105%
CCA
262
Checchi Capital Advisers
California
$1.23M -$1.61M -7,421 -56%
CAM
263
Cozad Asset Management
Illinois
$1.22M -$108K -500 -8%
GT
264
Glenview Trust
Kentucky
$1.22M – – –
RJT
265
Raymond James Trust
Florida
$1.22M +$20K +92 +2%
WI
266
WrapManager Inc
California
$1.2M -$434 -2 -0%
TFA
267
TPG Financial Advisors
Oregon
$1.19M -$88.1K -406 -7%
PWM
268
Perigon Wealth Management
California
$1.19M +$3.25K +15 +0.3%
ATPW
269
Ashton Thomas Private Wealth
Arizona
$1.19M +$30.2K +139 +3%
ABC
270
Associated Banc-Corp
Wisconsin
$1.19M +$631K +2,909 +45%
SW
271
SkyOak Wealth
Michigan
$1.18M +$12.1K +56 +1%
IWA
272
IVC Wealth Advisors
Pennsylvania
$1.17M +$32.5K +150 +3%
CS
273
Comerica Securities
Michigan
$1.17M -$550K -2,536 -32%
3LCM
274
3D/L Capital Management
Connecticut
$1.17M +$1.18M +5,455 New
RBFC
275
Roman Butler Fullerton & Co
Missouri
$1.14M – – –
9 10
11
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