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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
626
Passive Capital Management
Maryland
$506K – – –
IAMOG
627
Investors Asset Management of Georgia
Georgia
$502K +$65.5K +254 +17%
CRC
628
Curi RMB Capital
Illinois
$502K +$455K +1,764 New
VPP
629
Vertex Planning Partners
Illinois
$502K -$33.5K -130 -7%
MBFW
630
Morton Brown Family Wealth
Pennsylvania
$500K -$44.9K -174 -9%
KCM
631
Kennicott Capital Management
California
$495K – – –
TAM
632
Townsend Asset Management
North Carolina
$494K +$111K +430 +33%
FFA
633
Farther Finance Advisors
California
$492K -$41.8K -162 -9%
DP
634
Dearborn Partners
Illinois
$487K -$36.9K -143 -8%
SAM
635
Smith Asset Management
Florida
$481K +$161K +623 +58%
NEWAS
636
N.E.W. Advisory Services
Wisconsin
$480K -$70.9K -275 -14%
SIA
637
SGL Investment Advisors
Montana
$477K +$20.6K +80 +5%
EAM
638
Everstar Asset Management
North Carolina
$475K – – –
UF
639
Univest Financial
Pennsylvania
$471K – – –
AWA
640
Aaron Wealth Advisors
Illinois
$470K – – –
PTC
641
Private Trust Company
Ohio
$469K +$81.2K +315 +24%
RIM
642
Rockbridge Investment Management
New York
$467K -$63.9K -248 -13%
GFM
643
GEN Financial Management
Minnesota
$466K -$64.5K -250 -13%
QCM
644
Quantinno Capital Management
New York
$464K +$420K +1,630 New
BW
645
Blalock Williams
Alabama
$464K -$17K -66 -4%
SAM
646
Secure Asset Management
Michigan
$461K -$29.4K -114 -7%
HIIFS
647
Harel Insurance Investments & Financial Services
Israel
$459K – – –
RMCM
648
Reynders McVeigh Capital Management
Massachusetts
$458K -$122K -474 -23%
FDCDDQ
649
Federation des caisses Desjardins du Quebec
Quebec, Canada
$457K – – –
FFA
650
Florida Financial Advisors
Florida
$456K +$63.2K +245 +18%
24 25
26
27 28