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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
701
Meriwether Wealth & Planning
Louisiana
$301K – – –
RH
702
RFG Holdings
Texas
$299K +$520 +2 +0.2%
NHT
703
New Hampshire Trust
New Hampshire
$297K – – –
CT
704
Caldwell Trust
Florida
$297K +$6.24K +24 +2%
JWA
705
JFS Wealth Advisors
Pennsylvania
$296K +$58.2K +224 +23%
DFG
706
Delta Financial Group
New Jersey
$295K +$6.76K +26 +2%
NIWA
707
New Insight Wealth Advisors
California
$294K -$31.2K -120 -9%
WBCM
708
Wilson & Boucher Capital Management
California
$294K – – –
CANC
709
Culbertson A N & Co
Virginia
$291K – – –
QFW
710
QTR Family Wealth
Florida
$290K +$308K +1,185 New
CWA
711
CM Wealth Advisors
Ohio
$288K – – –
SIM
712
Stratos Investment Management
Ohio
$283K – – –
LA
713
LM Advisors
California
$281K -$208K -800 -41%
SCA
714
Scott Capital Advisors
Oregon
$280K – – –
TMWM
715
Taylor & Morgan Wealth Management
Michigan
$278K +$260 +1 +0.1%
PCM
716
Parsons Capital Management
Rhode Island
$275K – – –
AA
717
Argent Advisors
Louisiana
$274K – – –
ZF
718
Zhang Financial
Michigan
$274K +$9.62K +37 +3%
HC
719
Headland Capital
South Carolina
$274K – – –
SAM
720
Synergy Asset Management
Washington
$272K -$289K -1,112 -50%
GCM
721
Gallacher Capital Management
Colorado
$272K – – –
AIA
722
Accelerate Investment Advisors
California
$272K +$289K +1,111 New
LWM
723
Lodestone Wealth Management
Washington
$271K +$7.54K +29 +3%
SDWMA
724
Schneider Downs Wealth Management Advisors
Pennsylvania
$270K – – –
DAS
725
Diversify Advisory Services
Utah
$265K -$60.6K -233 -18%
27 28
29
30 31