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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
PSF
526
Pacific Sun Financial
California
$281K +$5.07K +28 +2%
SWM
527
Spire Wealth Management
Virginia
$280K +$544 +3 +0.2%
BFS
528
Bradley Foster & Sargent
Connecticut
$280K – – –
JGIA
529
Jackson Grant Investment Advisers
Connecticut
$277K +$725 +4 +0.3%
CW
530
CIC Wealth
Maryland
$276K +$278K +1,536 New
LFG
531
Larson Financial Group
Missouri
$272K +$170K +937 +162%
KWM
532
Kingsview Wealth Management
Oregon
$272K +$15.9K +88 +6%
AIM
533
Anchor Investment Management
South Carolina
$269K -$5.8K -32 -2%
PGFC
534
Peapack-Gladstone Financial Corp
New Jersey
$269K +$271K +1,495 New
EA
535
Evolution Advisers
Virginia
$268K – – –
PIFP
536
Partners in Financial Planning
Virginia
$265K +$362 +2 +0.1%
TAM
537
Townsend Asset Management
North Carolina
$265K +$362 +2 +0.1%
MCC
538
Money Concepts Capital
Florida
$265K +$264K +1,457 +9,713%
NSAM
539
North Star Asset Management
Wisconsin
$264K – – –
LSPW
540
Lake Street Private Wealth
Illinois
$261K +$181 +1 +0.1%
RZH
541
Relyea Zuckerberg Hanson
Connecticut
$260K -$94.2K -520 -26%
KFGK
542
Keystone Financial Group (Kentucky)
Kentucky
$259K -$30.6K -169 -10%
HGWM
543
Harvest Group Wealth Management
Massachusetts
$257K -$5.25K -29 -2%
CPFP
544
Clear Perspectives Financial Planning
Ohio
$255K – – –
VPP
545
Vertex Planning Partners
Illinois
$253K +$255K +1,408 New
AF
546
Advisornet Financial
Minnesota
$253K +$24.5K +135 +11%
PIM
547
Penobscot Investment Management
Massachusetts
$251K -$16.9K -93 -6%
TFF
548
The Family Firm
Maryland
$250K +$252K +1,390 New
RMDI
549
R.M. Davis Inc
Maine
$249K -$3.44K -19 -1%
TPCW
550
TD Private Client Wealth
New York
$244K +$725 +4 +0.3%
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