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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
576
PrairieView Partners
Minnesota
$221K +$208K +1,075 New
MWA
577
Meridian Wealth Advisors
Texas
$220K – – –
KFGK
578
Keystone Financial Group (Kentucky)
Kentucky
$219K +$207K +1,066 New
BONH
579
Bank of New Hampshire
New Hampshire
$219K – – –
GI
580
Gradient Investments
Minnesota
$219K +$176K +907 +585%
PG
581
Proffitt & Goodson
Tennessee
$217K – – –
LWA
582
LWS Wealth Advisors
New Jersey
$216K +$1.55K +8 +0.8%
BWM
583
BerganKDV Wealth Management
Minnesota
$215K – – –
CRWM
584
Castle Rock Wealth Management
California
$215K +$203K +1,050 New
WT
585
Whittier Trust
California
$214K – – –
RWM
586
RKL Wealth Management
Pennsylvania
$213K +$194 +1 +0.1%
GGS
587
Galvin Gaustad & Stein
Arizona
$212K – – –
CSB
588
City State Bank
Iowa
$211K – – –
CM
589
Columbus Macro
Pennsylvania
$211K +$191K +986 New
SAM
590
S.A. Mason
Michigan
$210K – – –
PEA
591
Park Edge Advisors
Ohio
$209K +$197K +1,016 New
LA
592
Latitude Advisors
Florida
$209K +$197K +1,014 New
AT
593
American Trust
Kentucky
$208K -$73.8K -381 -27%
NEPWA
594
New England Private Wealth Advisors
Massachusetts
$207K +$195K +1,006 New
W
595
WealthOne
New York
$206K +$194K +1,003 New
CT
596
Caldwell Trust
Florida
$206K – – –
WCM
597
WealthBridge Capital Management
Ohio
$205K +$193K +997 New
JWA
598
JFS Wealth Advisors
Pennsylvania
$205K – – –
DWM
599
Denver Wealth Management
Colorado
$204K +$192K +991 New
IFWM
600
Institute for Wealth Management
Colorado
$203K +$191K +986 New
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