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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
526
SVB Wealth
Massachusetts
$283K -$146K -806 -34%
PSF
527
Pacific Sun Financial
California
$281K +$5.07K +28 +2%
SWM
528
Spire Wealth Management
Virginia
$280K +$544 +3 +0.2%
BFS
529
Bradley Foster & Sargent
Connecticut
$280K – – –
JGIA
530
Jackson Grant Investment Advisers
Connecticut
$277K +$725 +4 +0.3%
CW
531
CIC Wealth
Maryland
$276K +$278K +1,536 New
LFG
532
Larson Financial Group
Missouri
$272K +$170K +937 +162%
KWM
533
Kingsview Wealth Management
Oregon
$272K +$15.9K +88 +6%
AIM
534
Anchor Investment Management
South Carolina
$269K -$5.8K -32 -2%
PGFC
535
Peapack-Gladstone Financial Corp
New Jersey
$269K +$271K +1,495 New
EA
536
Evolution Advisers
Virginia
$268K – – –
PIFP
537
Partners in Financial Planning
Virginia
$265K +$362 +2 +0.1%
TAM
538
Townsend Asset Management
North Carolina
$265K +$362 +2 +0.1%
MCC
539
Money Concepts Capital
Florida
$265K +$264K +1,457 +9,713%
NSAM
540
North Star Asset Management
Wisconsin
$264K – – –
LSPW
541
Lake Street Private Wealth
Illinois
$261K +$181 +1 +0.1%
RZH
542
Relyea Zuckerberg Hanson
Connecticut
$260K -$94.2K -520 -26%
KFGK
543
Keystone Financial Group (Kentucky)
Kentucky
$259K -$30.6K -169 -10%
HGWM
544
Harvest Group Wealth Management
Massachusetts
$257K -$5.25K -29 -2%
CPFP
545
Clear Perspectives Financial Planning
Ohio
$255K – – –
VPP
546
Vertex Planning Partners
Illinois
$253K +$255K +1,408 New
AF
547
Advisornet Financial
Minnesota
$253K +$24.5K +135 +11%
PIM
548
Penobscot Investment Management
Massachusetts
$251K -$16.9K -93 -6%
TFF
549
The Family Firm
Maryland
$250K +$252K +1,390 New
RMDI
550
R.M. Davis Inc
Maine
$249K -$3.44K -19 -1%
20 21
22
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