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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
IDA
601
Intelligence Driven Advisers
California
$343K +$343K +1,496 New
TCA
602
Transcend Capital Advisors
New Jersey
$343K +$343K +1,495 New
CP
603
Creekside Partners
California
$343K +$343K +1,495 New
OPPS
604
Obsidian Personal Planning Solutions
Maryland
$343K – – –
CA
605
Continuum Advisory
Idaho
$341K -$7.8K -34 -2%
FSA
606
Fort Sheridan Advisors
Illinois
$340K +$340K +1,481 New
TAM
607
Townsend Asset Management
North Carolina
$340K – – –
VRM
608
Vectors Research Management
New York
$339K -$22.7K -99 -6%
DWT
609
Dorsey & Whitney Trust
South Dakota
$338K -$24.1K -105 -7%
FCP
610
Fidelis Capital Partners
Florida
$335K – – –
MCCP
611
Mission Creek Capital Partners
California
$335K -$39.4K -172 -11%
LSPW
612
Lake Street Private Wealth
Illinois
$333K – – –
RVPG
613
Relative Value Partners Group
$333K +$333K +1,451 New
FPIS
614
Financial Planning & Information Services
Wisconsin
$329K -$116K -505 -26%
MAG
615
Members Advisory Group
New York
$326K -$89.2K -389 -22%
CF
616
Centaurus Financial
California
$325K -$112K -490 -26%
EWM
617
Elevatus Welath Management
New York
$323K -$8.52M -37,136 -96%
CWP
618
Curated Wealth Partners
California
$323K +$323K +1,407 New
VA
619
Valmark Advisers
Ohio
$323K +$6.42K +28 +2%
PIFP
620
Partners in Financial Planning
Virginia
$322K -$20.4K -89 -6%
DAS
621
Diversify Advisory Services
Utah
$319K +$58.9K +257 +23%
NSAM
622
North Star Asset Management
Wisconsin
$318K -$5.04K -22 -2%
BBA
623
BLB&B Advisors
Pennsylvania
$318K – – –
HI
624
Horizon Investments
North Carolina
$313K +$80.3K +350 +35%
WFA
625
Wells Financial Advisors
Massachusetts
$311K – – –
23 24
25
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