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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
401
Collective Family Office
Pennsylvania
$1.45M +$88.9K +308 +7%
WF
402
Warner Financial
Maryland
$1.45M +$236K +817 +20%
NSG
403
Nalls Sherbakoff Group
Tennessee
$1.44M +$28K +97 +2%
D
404
Dentgroup
Louisiana
$1.43M -$577 -2 -0%
ABWM
405
Alpine Bank Wealth Management
Colorado
$1.42M -$607K -2,105 -30%
BRWA
406
B. Riley Wealth Advisors
Florida
$1.42M +$793K +2,750 +133%
GWM
407
Geneos Wealth Management
Colorado
$1.41M -$848K -2,939 -38%
AIFAIM
408
American Institute for Advanced Investment Management
Arizona
$1.4M – – –
CTA
409
Colonial Trust Advisors
South Carolina
$1.4M -$93.8K -325 -6%
MW
410
Members Wealth
Pennsylvania
$1.39M +$1.37M +4,736 New
MOS
411
MGO One Seven
Ohio
$1.38M +$182K +632 +16%
EWM
412
Evergreen Wealth Management
Michigan
$1.38M +$1.73K +6 +0.1%
NAS
413
Nicolet Advisory Services
Wisconsin
$1.38M -$1.15K -4 -0.1%
TFA
414
TPG Financial Advisors
Oregon
$1.37M -$18.2K -63 -1%
MFF
415
Michels Family Financial
Texas
$1.36M +$13.6K +47 +1%
MMA
416
Miracle Mile Advisors
California
$1.36M +$138K +480 +12%
PWP
417
Principle Wealth Partners
Connecticut
$1.35M – – –
SFA
418
Sequoia Financial Advisors
Ohio
$1.35M +$346K +1,201 +36%
1IA
419
1834 Investment Advisors
Wisconsin
$1.34M +$41.5K +144 +3%
CPRC
420
Consolidated Portfolio Review Corp
New York
$1.33M -$26.5K -92 -2%
PCM
421
Pennsylvania Capital Management
Pennsylvania
$1.32M – – –
RFM
422
Royal Fund Management
Florida
$1.32M -$240K -831 -16%
QCM
423
Quantinno Capital Management
New York
$1.31M +$818K +2,837 +174%
CSF
424
Capital Squared Financial
Maryland
$1.31M +$147K +508 +13%
PFA
425
Pure Financial Advisors
California
$1.3M +$50.5K +175 +4%
15 16
17
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