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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
301
Wambolt & Associates
Colorado
$1.7M +$172K +751 +11%
MFG
302
MidWestOne Financial Group
Iowa
$1.69M -$46.8K -204 -3%
FWP
303
Falcon Wealth Planning
California
$1.69M -$97.5K -425 -5%
E
304
ETFidea
New York
$1.69M +$17.4K +76 +1%
CFSG
305
Community Financial Services Group
Vermont
$1.68M -$69K -301 -4%
AAMC
306
Asset Allocation & Management Company
Illinois
$1.68M – – –
NFSG
307
Newbridge Financial Services Group
Florida
$1.67M +$676K +2,947 +68%
FFG
308
Frisch Financial Group
New York
$1.65M -$25.2K -110 -2%
SWA
309
Stratos Wealth Advisors
Ohio
$1.65M +$65.1K +284 +4%
ATC
310
Argent Trust Co
Tennessee
$1.63M -$18.6K -81 -1%
QCG
311
Quadrant Capital Group
Ohio
$1.63M – – –
LTL
312
Lowery Thomas LLC
California
$1.63M +$42.4K +185 +3%
FOFP
313
Fee-Only Financial Planning
South Carolina
$1.62M +$18.3K +80 +1%
KWM
314
Kingsview Wealth Management
Oregon
$1.62M +$126K +550 +8%
SLA
315
Silver Lake Advisory
Utah
$1.61M +$65.6K +286 +4%
AG
316
AlTi Global
New York
$1.56M – – –
EFP
317
Envision Financial Planning
Tennessee
$1.55M -$13.5K -59 -0.9%
RFM
318
Royal Fund Management
Florida
$1.54M -$885K -3,860 -37%
NB
319
NBT Bank
New York
$1.54M +$1.13M +4,925 +275%
BFG
320
Bleakley Financial Group
New Jersey
$1.53M +$476K +2,077 +45%
SW
321
Simplicity Wealth
New Jersey
$1.53M +$476K +2,077 +45%
FM
322
Family Management
New York
$1.51M -$29.1K -127 -2%
CHC
323
City Holding Co
West Virginia
$1.51M -$20.6K -90 -1%
MLA
324
My Legacy Advisors
Oregon
$1.5M +$749K +3,265 +100%
GRP
325
Global Retirement Partners
California
$1.48M +$21.1K +92 +1%
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