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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
676
Caldwell Trust
Florida
$238K -$14.2K -62 -6%
GGS
677
Galvin Gaustad & Stein
Arizona
$232K – – –
NEPWA
678
New England Private Wealth Advisors
Massachusetts
$231K -$229K -1,000 -50%
BTIM
679
BancFirst Trust & Investment Management
Oklahoma
$231K +$230K +1,002 New
CW
680
CIC Wealth
Maryland
$230K – – –
SAM
681
S.A. Mason
Michigan
$230K -$16.1K -70 -7%
WCM
682
WealthBridge Capital Management
Ohio
$229K – – –
JWA
683
JFS Wealth Advisors
Pennsylvania
$228K – – –
ANTB
684
AMG National Trust Bank
Colorado
$227K +$227K +989 New
AI
685
Accredited Investors
Minnesota
$227K -$2.98K -13 -1%
LFG
686
Larson Financial Group
Missouri
$226K -$8.03K -35 -3%
RWM
687
RKL Wealth Management
Pennsylvania
$226K – – –
CAM
688
Congress Asset Management
Massachusetts
$225K +$225K +982 New
MWA
689
Martel Wealth Advisors
Washington
$224K – – –
WI
690
Wintrust Investments
Illinois
$222K -$7.11K -31 -3%
PGFC
691
Peapack-Gladstone Financial Corp
New Jersey
$221K -$34.4K -150 -13%
SCA
692
Snowden Capital Advisors
New York
$219K -$2.52K -11 -1%
NB
693
Nicolet Bankshares
Wisconsin
$217K – – –
CM
694
Columbus Macro
Pennsylvania
$216K – – –
VFIC
695
Valley Forge Investment Consultants
Pennsylvania
$216K – – –
SPA
696
Sentinel Pension Advisors
Massachusetts
$215K – – –
SFS
697
Summit Financial Strategies
Ohio
$212K – – –
AIA
698
Arbor Investment Advisors
North Carolina
$211K – – –
MAG
699
Mayfair Advisory Group
Alabama
$211K +$229 +1 +0.1%
EIP
700
Easterly Investment Partners
Massachusetts
$211K – – –
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