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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
351
Bradley Foster & Sargent
Connecticut
$235K +$225K +1,477 New
SAM
352
Silvercrest Asset Management
New York
$230K – – –
JGIA
353
Jackson Grant Investment Advisers
Connecticut
$229K +$610 +4 +0.3%
VDFA
354
Vickerman & Driscoll Financial Advisors
Washington
$228K -$329K -2,158 -60%
BS
355
Boenning & Scattergood
Pennsylvania
$222K +$213K +1,398 New
BAC
356
Boys Arnold & Co
North Carolina
$216K – – –
NFP
357
Narus Financial Partners
Utah
$214K +$206K +1,350 New
FM
358
Family Management
New York
$214K -$105K -685 -34%
LB
359
Legacy Bridge
Iowa
$214K – – –
BRWA
360
B. Riley Wealth Advisors
Florida
$209K -$41.8K -274 -17%
TAM
361
Townsend Asset Management
North Carolina
$209K +$200K +1,313 New
CM
362
Capital Management
Virginia
$207K +$199K +1,305 New
PSF
363
Pacific Sun Financial
California
$206K +$198K +1,300 New
SA
364
Sicart Associates
New York
$203K +$195K +1,280 New
SPIA
365
Steward Partners Investment Advisory
New York
$201K +$11.1K +73 +6%
GRP
366
Global Retirement Partners
California
$189K – – –
CI
367
Cordant Inc
Oregon
$188K +$181K +1,186 New
BWM
368
Baystate Wealth Management
Massachusetts
$180K -$30.1K -197 -15%
WTC
369
WhitTier Trust Company
Nevada
$179K – – –
CFGS
370
Concourse Financial Group Securities
Alabama
$179K +$152K +993 +752%
BWM
371
BerganKDV Wealth Management
Minnesota
$166K – – –
MPCG
372
Matrix Private Capital Group
New York
$163K +$156K +1,025 New
BAMG
373
Brand Asset Management Group
Missouri
$159K – – –
QAM
374
QCI Asset Management
New York
$159K – – –
SAM
375
S.A. Mason
Michigan
$159K +$153K +1,004 New
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