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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
701
Asset Dedication LLC
California
$303K – – –
SCM
702
Sterling Capital Management
North Carolina
$302K -$48.6K -187 -13%
MWP
703
Meriwether Wealth & Planning
Louisiana
$301K – – –
RH
704
RFG Holdings
Texas
$299K +$520 +2 +0.2%
NHT
705
New Hampshire Trust
New Hampshire
$297K – – –
CT
706
Caldwell Trust
Florida
$297K +$6.24K +24 +2%
JWA
707
JFS Wealth Advisors
Pennsylvania
$296K +$58.2K +224 +23%
DFG
708
Delta Financial Group
New Jersey
$295K +$6.76K +26 +2%
NIWA
709
New Insight Wealth Advisors
California
$294K -$31.2K -120 -9%
WBCM
710
Wilson & Boucher Capital Management
California
$294K – – –
CANC
711
Culbertson A N & Co
Virginia
$291K – – –
QFW
712
QTR Family Wealth
Florida
$290K +$308K +1,185 New
CWA
713
CM Wealth Advisors
Ohio
$288K – – –
SIM
714
Stratos Investment Management
Ohio
$283K – – –
LA
715
LM Advisors
California
$281K -$208K -800 -41%
SCA
716
Scott Capital Advisors
Oregon
$280K – – –
TMWM
717
Taylor & Morgan Wealth Management
Michigan
$278K +$260 +1 +0.1%
PCM
718
Parsons Capital Management
Rhode Island
$275K – – –
AA
719
Argent Advisors
Louisiana
$274K – – –
ZF
720
Zhang Financial
Michigan
$274K +$9.62K +37 +3%
HC
721
Headland Capital
South Carolina
$274K – – –
SAM
722
Synergy Asset Management
Washington
$272K -$289K -1,112 -50%
GCM
723
Gallacher Capital Management
Colorado
$272K – – –
AIA
724
Accelerate Investment Advisors
California
$272K +$289K +1,111 New
LWM
725
Lodestone Wealth Management
Washington
$271K +$7.54K +29 +3%
27 28
29
30 31