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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
576
CreativeOne Wealth
Kansas
$221K +$217K +1,136 New
AA
577
Argent Advisors
Louisiana
$218K – – –
VA
578
Valmark Advisers
Ohio
$217K – – –
GCM
579
Gallacher Capital Management
Colorado
$217K +$213K +1,111 New
MPI
580
Mairs & Power Inc
Minnesota
$216K +$213K +1,110 New
SDWMA
581
Schneider Downs Wealth Management Advisors
Pennsylvania
$215K +$212K +1,105 New
HCM
582
Howland Capital Management
Massachusetts
$215K +$211K +1,103 New
HNWAG
583
High Net Worth Advisory Group
Florida
$214K +$76.6K +400 +57%
CCM
584
Coldstream Capital Management
Washington
$214K +$210K +1,096 New
BBHC
585
Brown Brothers Harriman & Co
New York
$213K – – –
SAM
586
S.A. Mason
Michigan
$210K – – –
MWA
587
Meridian Wealth Advisors
Texas
$209K +$205K +1,071 New
BONH
588
Bank of New Hampshire
New Hampshire
$208K -$19.1K -100 -9%
PG
589
Proffitt & Goodson
Tennessee
$206K -$16.8K -88 -8%
BWM
590
BerganKDV Wealth Management
Minnesota
$204K -$3.83K -20 -2%
LWA
591
LWS Wealth Advisors
New Jersey
$203K +$199K +1,040 New
WT
592
Whittier Trust
California
$203K – – –
KTM
593
Keeler Thomas Management
Utah
$202K -$997K -5,209 -83%
RWM
594
RKL Wealth Management
Pennsylvania
$201K +$198K +1,033 New
GGS
595
Galvin Gaustad & Stein
Arizona
$201K +$197K +1,030 New
CSB
596
City State Bank
Iowa
$200K +$4.79K +25 +2%
TPCW
597
TD Private Client Wealth
New York
$197K -$66.4K -347 -26%
OSAM
598
O'Shaughnessy Asset Management
Connecticut
$195K +$169K +885 +750%
CT
599
Caldwell Trust
Florida
$195K +$41K +214 +27%
JWA
600
JFS Wealth Advisors
Pennsylvania
$194K – – –
22 23
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