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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
451
Global Retirement Partners
California
$251K +$5.71K +29 +3%
PMFA
452
Plante Moran Financial Advisors
Michigan
$250K +$122K +620 +111%
TPCW
453
TD Private Client Wealth
New York
$249K -$30.7K -156 -12%
TC
454
Telemus Capital
Michigan
$249K +$394 +2 +0.2%
BFPW
455
BOK Financial Private Wealth
Colorado
$246K -$394 -2 -0.2%
AWM
456
Aevitas Wealth Management
Massachusetts
$241K – – –
APSP
457
Asset Planning Services (Pennsylvania)
Pennsylvania
$239K +$394 +2 +0.2%
SPA
458
Sentinel Pension Advisors
Massachusetts
$237K – – –
HIS
459
Harvest Investment Services
Illinois
$237K +$221K +1,121 New
KF
460
Krilogy Financial
Missouri
$236K +$219K +1,114 New
IA
461
IFP Advisors
Florida
$235K -$2.56K -13 -1%
CI
462
Cordant Inc
Oregon
$234K -$16.3K -83 -7%
FNBOO
463
First National Bank of Omaha
Nebraska
$232K -$31.7K -161 -13%
PA
464
Paracle Advisors
Washington
$232K -$29.3K -149 -12%
SAM
465
S.A. Mason
Michigan
$229K – – –
GPA
466
Garrison Point Advisors
California
$229K +$213K +1,080 New
CRWM
467
Castle Rock Wealth Management
California
$226K +$204K +1,034 New
WIA
468
Westbourne Investment Advisors
Maryland
$226K +$210K +1,066 New
BWM
469
BerganKDV Wealth Management
Minnesota
$222K – – –
HCM
470
Howland Capital Management
Massachusetts
$222K +$206K +1,045 New
MPCG
471
Matrix Private Capital Group
New York
$221K – – –
PFS
472
Prospera Financial Services
Texas
$221K +$76.4K +388 +59%
GP
473
Geneva Partners
Wisconsin
$221K +$205K +1,042 New
TFF
474
The Family Firm
Maryland
$219K +$200K +1,014 New
SIC
475
Sigma Investment Counselors
Michigan
$218K +$202K +1,027 New
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