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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
LPP
726
Life Planning Partners
Florida
$16K +$15.9K +63 New
1IA
727
1834 Investment Advisors
Wisconsin
$15K – – –
CWM
728
CarsonAllaria Wealth Management
Illinois
$15K +$14.6K +58 New
M1FG
729
Mach-1 Financial Group
Arkansas
$15K +$14.9K +59 New
DI
730
Disciplined Investments
Oklahoma
$14K – – –
IWP
731
IAG Wealth Partners
Wisconsin
$13K – – –
BL
732
Balentine LLC
Georgia
$13K +$252 +1 +2%
BWS
733
BCR Wealth Strategies
Alabama
$13K +$13.1K +52 New
PCFFS
734
Pacific Center for Financial Services
California
$12K – – –
KCM
735
KRS Capital Management
Michigan
$12K +$12.6K +50 New
PP
736
Pacifica Partners
Canada
$12K +$12.6K +50 New
RFA
737
Reilly Financial Advisors
California
$11K -$161K -639 -94%
SF
738
SBK Financial
Virginia
$10K +$9.83K +39 New
FPFS
739
First Personal Financial Services
North Carolina
$9K – – –
MFC
740
Morris Financial Concepts
South Carolina
$9K +$8.57K +34 New
TSWM
741
Tyler-Stone Wealth Management
Ohio
$9K +$8.57K +34 New
MCM
742
MV Capital Management
Maryland
$8K – – –
TC
743
Truvestments Capital
Florida
$7K +$6.55K +26 New
FCFS
744
First Command Financial Services
Texas
$7K +$7.06K +28 New
ACM
745
Absolute Capital Management
Pennsylvania
$6.11K +$6.05K +24 New
MP
746
McDonald Partners
Ohio
$6.11K +$6.05K +24 New
GWSG
747
GPS Wealth Strategies Group
Colorado
$6K – – –
IF
748
Integrity Financial
Wyoming
$6K +$6.05K +24 New
HNWA
749
Henrickson Nauta Wealth Advisors
Michigan
$6K +$7.06K +28 New
CCMW
750
Cypress Capital Management (Wyoming)
Wyoming
$5K – – –
28 29
30
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