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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
276
Relyea Zuckerberg Hanson
Connecticut
$495K +$476K +3,117 New
CS
277
Capital Square
Tennessee
$494K +$475K +3,115 New
NWM
278
Northwest Wealth Management
Iowa
$491K -$523K -3,425 -53%
MFG
279
MidWestOne Financial Group
Iowa
$491K +$20.6K +135 +5%
BWP
280
Bernardo Wealth Planning
Pennsylvania
$490K – – –
AIM
281
AMI Investment Management
Indiana
$488K – – –
CWM
282
Calamos Wealth Management
Illinois
$486K – – –
LWAC
283
Laurel Wealth Advisors (California)
California
$477K -$1.37K -9 -0.3%
FMII
284
Farmers & Merchants Investments Inc
Nebraska
$476K – – –
GWM
285
Geneos Wealth Management
Colorado
$475K +$11.3K +74 +3%
NP
286
NorthRock Partners
Minnesota
$460K -$34.8K -228 -7%
WJWM
287
Williams Jones Wealth Management
New York
$460K +$3.36K +22 +0.8%
WB
288
WesBanco Bank
West Virginia
$460K +$69.1K +453 +19%
SI
289
Stephens Inc
Arkansas
$459K +$33.1K +217 +8%
MFW
290
Meristem Family Wealth
Minnesota
$453K – – –
HWA
291
Heartwood Wealth Advisors
Virginia
$446K +$429K +2,812 New
NEWAS
292
N.E.W. Advisory Services
Wisconsin
$439K +$421K +2,758 New
V
293
Veritable
Delaware
$421K – – –
EFL
294
ERn Financial LLC
Wisconsin
$413K -$3.97K -26 -1%
REMPR
295
Roof Eidam Maycock Peralta (REMP)
California
$401K – – –
FNBOO
296
First National Bank of Omaha
Nebraska
$399K +$2.75K +18 +0.7%
WAM
297
Wealthspire Advisors (Maryland)
Maryland
$387K – – –
PFO
298
Pathstone Family Office
New Jersey
$380K -$7.63K -50 -17%
AF
299
Arrow Financial
New York
$377K – – –
DP
300
Dearborn Partners
Illinois
$376K +$3.51K +23 +1%
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