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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
301
Next Capital Management
New York
$1.78M – – –
MSFS
302
Main Street Financial Solutions
Pennsylvania
$1.76M +$87.1K +389 +5%
AAMC
303
Asset Allocation & Management Company
Illinois
$1.73M – – –
FFG
304
Frisch Financial Group
New York
$1.73M -$105K -470 -6%
E
305
ETFidea
New York
$1.71M +$50.2K +224 +3%
ATC
306
Argent Trust Co
Tennessee
$1.7M – – –
VWA
307
Visionary Wealth Advisors
Illinois
$1.7M +$224 +1 +0%
AWM
308
Axxcess Wealth Management
California
$1.69M +$211K +943 +15%
QCG
309
Quadrant Capital Group
Ohio
$1.67M -$450K -2,009 -22%
VNA
310
Valley National Advisers
Pennsylvania
$1.66M +$329K +1,468 +26%
FOFP
311
Fee-Only Financial Planning
South Carolina
$1.65M -$15.7K -70 -1%
WAP
312
Wealthcare Advisory Partners
Pennsylvania
$1.64M -$516K -2,304 -25%
SWA
313
Stratos Wealth Advisors
Ohio
$1.63M +$63.4K +283 +4%
LTL
314
Lowery Thomas LLC
California
$1.63M +$117K +521 +8%
EFP
315
Envision Financial Planning
Tennessee
$1.6M -$233K -1,042 -13%
AG
316
AlTi Global
New York
$1.59M -$222K -992 -13%
SLA
317
Silver Lake Advisory
Utah
$1.59M +$1.51M +6,725 New
FM
318
Family Management
New York
$1.58M -$29.8K -133 -2%
CHC
319
City Holding Co
West Virginia
$1.57M +$17.9K +80 +1%
WA
320
Wambolt & Associates
Colorado
$1.57M +$363K +1,622 +32%
OC
321
Oppenheimer & Co
New York
$1.56M +$1.48M +6,610 New
KWM
322
Kingsview Wealth Management
Oregon
$1.53M +$279K +1,247 +24%
RJT
323
Raymond James Trust
Florida
$1.53M -$8.29K -37 -0.6%
BFS
324
Bare Financial Services
Pennsylvania
$1.52M +$1.29M +5,743 +550%
GRP
325
Global Retirement Partners
California
$1.5M +$143K +640 +11%
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