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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
601
Castle Rock Wealth Management
California
$223K +$504 +2 +0.2%
MFWM
602
Motley Fool Wealth Management
Virginia
$221K – – –
EIP
603
Easterly Investment Partners
Massachusetts
$220K +$218K +865 New
VFPW
604
Vantage Financial Partners (Wisconsin)
Wisconsin
$218K +$216K +858 New
OIA
605
Optimum Investment Advisors
Illinois
$217K -$22.7K -90 -10%
LTL
606
Lowery Thomas LLC
California
$217K +$215K +852 New
APW
607
Aurora Private Wealth
New Jersey
$216K +$213K +847 New
FB
608
Fulton Bank
Pennsylvania
$216K +$214K +850 New
MSA
609
Marino Stram & Associates
Massachusetts
$214K +$212K +841 New
SSC
610
Syverson Strege & Co
Iowa
$208K – – –
DWM
611
Doyle Wealth Management
Florida
$208K +$206K +817 New
SIC
612
Samalin Investment Counsel
New York
$208K +$206K +819 New
DWM
613
Dakota Wealth Management
Florida
$207K +$204K +811 New
CFS
614
CRA Financial Services
New Jersey
$207K +$205K +814 New
FP
615
Financial Perspectives
Minnesota
$207K – – –
PCM
616
Parsons Capital Management
Rhode Island
$205K +$203K +804 New
GBT
617
Grove Bank & Trust
Florida
$204K +$202K +800 New
LB
618
Legacy Bridge
Iowa
$203K – – –
CI
619
Cordant Inc
Oregon
$202K -$6.3K -25 -3%
PS
620
Planned Solutions
California
$202K +$200K +793 New
CG
621
Corundum Group
Colorado
$202K +$200K +794 New
IHWM
622
Iron Horse Wealth Management
Iowa
$201K – – –
CSB
623
City State Bank
Iowa
$199K +$197K +782 New
IFAM
624
Institutional & Family Asset Management
Colorado
$183K – – –
GM
625
GeoWealth Management
Illinois
$175K +$173K +685 New
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