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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
501
Thompson Siegel & Walmsley
Virginia
$326K – – –
ACS
502
Archford Capital Strategies
Illinois
$324K – – –
MW
503
MBL Wealth
North Carolina
$324K – – –
NAMP
504
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$324K – – –
DWMG
505
DB Wealth Management Group
California
$322K -$191K -1,055 -37%
CWM
506
Castle Wealth Management
Florida
$321K +$71.8K +396 +28%
MA
507
MCF Advisors
Kentucky
$320K – – –
NCM
508
Novare Capital Management
North Carolina
$318K – – –
CFD
509
Creative Financial Designs
Indiana
$315K +$114K +627 +56%
KCM
510
Kennicott Capital Management
California
$313K – – –
PCA
511
Prosperity Capital Advisors
Ohio
$312K +$314K +1,734 New
AUB
512
Atlantic Union Bankshares
Virginia
$311K -$326K -1,800 -51%
BAM
513
Belpointe Asset Management
Nevada
$309K +$103K +569 +50%
CD
514
Chapin Davis
Maryland
$309K +$311K +1,717 New
MWM
515
Modera Wealth Management
New Jersey
$305K +$43.9K +242 +17%
PCIA
516
Prime Capital Investment Advisors
Kansas
$304K -$54.9K -303 -15%
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$302K – – –
RF
518
Resolute Financial
Massachusetts
$298K +$300K +1,655 New
GWM
519
Geneos Wealth Management
Colorado
$295K +$12.9K +71 +5%
TA
520
Trellis Advisors
Washington
$293K +$295K +1,628 New
PMFA
521
Plante Moran Financial Advisors
Michigan
$292K +$163K +900 +124%
SCA
522
Snowden Capital Advisors
New York
$291K -$43.1K -238 -13%
MCCP
523
Mission Creek Capital Partners
California
$290K +$293K +1,616 New
AT
524
American Trust
Kentucky
$290K +$249K +1,376 New
KF
525
Krilogy Financial
Missouri
$283K +$29.7K +164 +12%
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