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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
501
Penobscot Investment Management
Massachusetts
$254K -$16.7K -88 -6%
EA
502
Evolution Advisers
Virginia
$254K – – –
HGWM
503
Harvest Group Wealth Management
Massachusetts
$252K -$11K -58 -4%
NSAM
504
North Star Asset Management
Wisconsin
$251K – – –
ACM
505
Allred Capital Management
Texas
$251K +$379 +2 +0.1%
TAM
506
Townsend Asset Management
North Carolina
$251K +$379 +2 +0.1%
AWM
507
Apollon Wealth Management
South Carolina
$250K – – –
MWM
508
Modera Wealth Management
New Jersey
$248K +$189 +1 +0.1%
LSPW
509
Lake Street Private Wealth
Illinois
$247K – – –
PCA
510
Pallas Capital Advisors
Massachusetts
$245K -$43.5K -230 -14%
KWM
511
Kingsview Wealth Management
Oregon
$243K +$39K +206 +17%
CPFP
512
Clear Perspectives Financial Planning
Ohio
$242K -$24.6K -130 -8%
KF
513
Krilogy Financial
Missouri
$240K +$1.7K +9 +0.6%
RMDI
514
R.M. Davis Inc
Maine
$239K -$91.2K -482 -26%
CWM
515
Castle Wealth Management
Florida
$237K -$37.3K -197 -12%
RIS
516
Retirement Income Solutions
Michigan
$237K – – –
WTB
517
Washington Trust Bank
Washington
$236K – – –
EHC
518
Everett Harris & Co
California
$235K +$261K +1,379 New
WFA
519
Wells Financial Advisors
Massachusetts
$231K -$2.84K -15 -1%
TPCW
520
TD Private Client Wealth
New York
$231K -$6.25K -33 -2%
PA
521
Parkside Advisors
California
$230K – – –
ADL
522
Asset Dedication LLC
California
$230K +$256K +1,351 New
KTM
523
Keeler Thomas Management
Utah
$229K -$1.59M -8,401 -82%
PIA
524
Pinion Investment Advisors
Kansas
$225K +$4.35K +23 +2%
CHA
525
Carmichael Hill & Associates
Maryland
$223K +$946 +5 +0.4%
19 20
21
22 23