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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
476
Schneider Downs Wealth Management Advisors
Pennsylvania
$261K +$268K +1,105 New
IWC
477
Integrated Wealth Concepts
Massachusetts
$260K -$38.3K -158 -13%
GGS
478
Galvin Gaustad & Stein
Arizona
$260K – – –
TFF
479
The Family Firm
Maryland
$256K – – –
GPA
480
Garrison Point Advisors
California
$255K – – –
SAM
481
S.A. Mason
Michigan
$255K – – –
IP
482
Intellectus Partners
California
$248K -$37.3K -154 -13%
WT
483
Whittier Trust
California
$248K – – –
S
484
SignatureFD
Georgia
$248K +$4.12K +17 +2%
BWM
485
BerganKDV Wealth Management
Minnesota
$247K – – –
HCM
486
Howland Capital Management
Massachusetts
$247K – – –
WAG
487
Winthrop Advisory Group
Massachusetts
$247K – – –
AA
488
Argent Advisors
Louisiana
$246K – – –
TA
489
TFG Advisers
Michigan
$246K – – –
LWA
490
LWS Wealth Advisors
New Jersey
$244K -$20.1K -83 -7%
KWM
491
Kingsview Wealth Management
Oregon
$244K -$7.75K -32 -3%
MPCG
492
Matrix Private Capital Group
New York
$243K – – –
SIC
493
Sigma Investment Counselors
Michigan
$243K – – –
BAMG
494
Brand Asset Management Group
Missouri
$237K – – –
QAM
495
QCI Asset Management
New York
$236K – – –
WCM
496
WealthBridge Capital Management
Ohio
$236K – – –
JWA
497
JFS Wealth Advisors
Pennsylvania
$235K +$237K +980 +7,000%
OPS
498
Orion Portfolio Solutions
Nebraska
$234K +$240K +992 New
MWA
499
Martel Wealth Advisors
Washington
$229K +$242 +1 +0.1%
FPCG
500
Fort Pitt Capital Group
Pennsylvania
$229K -$1.94K -8 -0.8%
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