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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
576
Dakota Wealth Management
Florida
$213K +$215K +1,187 New
BFPW
577
BOK Financial Private Wealth
Colorado
$213K – – –
CWA
578
CM Wealth Advisors
Ohio
$212K – – –
BONH
579
Bank of New Hampshire
New Hampshire
$209K – – –
CWP
580
Concord Wealth Partners
Virginia
$206K -$23.4K -129 -10%
SIM
581
Stratos Investment Management
Ohio
$206K +$207K +1,144 New
PG
582
Proffitt & Goodson
Tennessee
$205K – – –
SCA
583
Scott Capital Advisors
Oregon
$205K +$207K +1,142 New
RSWM
584
Robertson Stephens Wealth Management
California
$205K +$206K +1,138 New
CRWM
585
Castle Rock Wealth Management
California
$203K +$190K +1,046 New
WTB
586
Washington Trust Bank
Washington
$202K -$46.8K -258 -19%
AA
587
Argent Advisors
Louisiana
$201K +$203K +1,120 New
IWA
588
IBEX Wealth Advisors
New Jersey
$201K +$203K +1,120 New
VA
589
Valmark Advisers
Ohio
$200K +$202K +1,115 New
W
590
WealthOne
New York
$200K +$202K +1,115 New
BBHC
591
Brown Brothers Harriman & Co
New York
$196K – – –
SAM
592
S.A. Mason
Michigan
$194K – – –
BWM
593
BerganKDV Wealth Management
Minnesota
$192K -$5.62K -31 -3%
WT
594
Whittier Trust
California
$187K – – –
AAP
595
Arax Advisory Partners
Colorado
$186K -$46K -254 -20%
CSB
596
City State Bank
Iowa
$180K +$25.4K +140 +16%
JWA
597
JFS Wealth Advisors
Pennsylvania
$179K – – –
USCWA
598
U.S. Capital Wealth Advisors
Texas
$178K +$179K +990 New
CIAS
599
Capital Investment Advisory Services
North Carolina
$175K -$189K -1,044 -52%
AIM
600
Acropolis Investment Management
Missouri
$174K – – –
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