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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
526
Cerity Partners OCIO
New York
$229K – – –
TFF
527
The Family Firm
Maryland
$228K +$387 +2 +0.2%
PIA
528
Pinion Investment Advisors
Kansas
$227K -$6.39K -33 -2%
GCM
529
Geneva Capital Management
Wisconsin
$227K +$251K +1,296 New
SB
530
Strategic Blueprint
Georgia
$224K +$1.74K +9 +0.7%
ANTB
531
AMG National Trust Bank
Colorado
$220K -$42.6K -220 -16%
AF
532
Advisornet Financial
Minnesota
$220K -$28.6K -148 -11%
SG
533
StoneX Group
New York
$216K -$108K -559 -31%
GCM
534
G2 Capital Management
Ohio
$216K – – –
VCA
535
Verdence Capital Advisors
Maryland
$216K +$238K +1,232 New
KWM
536
Kingsview Wealth Management
Oregon
$213K -$735K -3,796 -76%
PPW
537
Pinnacle Private Wealth
Massachusetts
$212K +$19.6K +101 +9%
WBCM
538
Wilson & Boucher Capital Management
California
$210K – – –
RH
539
RFG Holdings
Texas
$210K +$387 +2 +0.2%
RBC
540
Roble Belko & Company
Pennsylvania
$209K – – –
AIM
541
Arcadia Investment Management
Michigan
$209K +$98.3K +508 +74%
VVP
542
Venture Visionary Partners
Ohio
$208K -$376K -1,944 -62%
CWA
543
CM Wealth Advisors
Ohio
$206K +$228K +1,177 New
SW
544
Simplicity Wealth
New Jersey
$205K -$10.6K -55 -4%
BONH
545
Bank of New Hampshire
New Hampshire
$204K -$49.8K -257 -18%
IWC
546
Integrated Wealth Concepts
Massachusetts
$204K +$20.3K +105 +10%
RC
547
RegentAtlantic Capital
New Jersey
$202K +$223K +1,152 New
BAM
548
Belpointe Asset Management
Nevada
$201K -$22.1K -114 -9%
BFPW
549
BOK Financial Private Wealth
Colorado
$201K +$6.97K +36 +3%
PG
550
Proffitt & Goodson
Tennessee
$200K -$75.9K -392 -26%
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