We are live on ! Find out more
VOT icon

Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
551
Schneider Downs Wealth Management Advisors
Pennsylvania
$246K – – –
GGS
552
Galvin Gaustad & Stein
Arizona
$245K – – –
RCAG
553
Rehmann Capital Advisory Group
Michigan
$244K +$241K +1,094 New
SF
554
Summit Financial
New Jersey
$243K -$290K -1,312 -55%
SAM
555
S.A. Mason
Michigan
$240K – – –
GPA
556
Garrison Point Advisors
California
$236K – – –
IWC
557
Integrated Wealth Concepts
Massachusetts
$235K -$3.31K -15 -1%
IP
558
Intellectus Partners
California
$235K +$221 +1 +0.1%
WT
559
Whittier Trust
California
$234K – – –
PGFC
560
Peapack-Gladstone Financial Corp
New Jersey
$234K +$22.1K +100 +11%
BWM
561
BerganKDV Wealth Management
Minnesota
$233K – – –
LWA
562
LWS Wealth Advisors
New Jersey
$231K +$221 +1 +0.1%
AAP
563
Arax Advisory Partners
Colorado
$230K +$221 +1 +0.1%
SIC
564
Sigma Investment Counselors
Michigan
$229K – – –
CRWM
565
Castle Rock Wealth Management
California
$226K +$221 +1 +0.1%
AGA
566
Arkos Global Advisors
Texas
$226K +$224K +1,016 New
MPCG
567
Matrix Private Capital Group
New York
$225K -$3.97K -18 -2%
AWM
568
Aspire Wealth Management
Massachusetts
$225K +$175K +795 +368%
WFA
569
WMG Financial Advisors
Tennessee
$224K – – –
WCM
570
WealthBridge Capital Management
Ohio
$224K +$1.99K +9 +0.9%
VA
571
Valmark Advisers
Ohio
$224K +$222K +1,007 New
BAMG
572
Brand Asset Management Group
Missouri
$223K – – –
JWA
573
JFS Wealth Advisors
Pennsylvania
$221K – – –
WAG
574
Winthrop Advisory Group
Massachusetts
$220K -$13K -59 -6%
CM
575
Columbus Macro
Pennsylvania
$220K +$218K +986 New
21 22
23
24 25