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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
PRS
726
Pinkerton Retirement Specialists
Idaho
$263K +$280K +1,077 New
MW
727
MBL Wealth
North Carolina
$263K – – –
SAM
728
Smith Asset Management
Florida
$262K +$24.7K +95 +10%
BFAG
729
Blackston Financial Advisory Group
Florida
$259K -$12.7K -49 -4%
NB
730
Northwest Bancshares
Pennsylvania
$259K -$18.7K -72 -6%
CRWM
731
Castle Rock Wealth Management
California
$258K +$520 +2 +0.2%
CC
732
Courier Capital
New York
$258K -$214K -823 -44%
CCM
733
Coldstream Capital Management
Washington
$258K – – –
AWM
734
Axxcess Wealth Management
California
$258K -$52.5K -202 -16%
YCG
735
Yeomans Consulting Group
Georgia
$257K +$7.54K +29 +3%
ACM
736
Advisors Capital Management
New Jersey
$257K +$4.16K +16 +2%
RAM
737
Redmond Asset Management
Virginia
$257K +$34.1K +131 +14%
NRI
738
NFP Retirement Inc
California
$256K +$1.56K +6 +0.6%
PGFC
739
Peapack-Gladstone Financial Corp
New Jersey
$254K – – –
KFGK
740
Keystone Financial Group (Kentucky)
Kentucky
$253K -$16.6K -64 -6%
CAM
741
CPA Asset Management
Florida
$252K -$253K -973 -49%
TFS
742
Thoroughbred Financial Services
Tennessee
$251K -$3.12K -12 -1%
SOS
743
Silver Oak Securities
Tennessee
$247K +$263K +1,011 New
NEPWA
744
New England Private Wealth Advisors
Massachusetts
$246K – – –
GJIA
745
Glass Jacobson Investment Advisors
Maryland
$246K – – –
CSB
746
City State Bank
Iowa
$245K – – –
SAM
747
S.A. Mason
Michigan
$245K – – –
WCM
748
WealthBridge Capital Management
Ohio
$244K – – –
SMC
749
Smith, Moore & Co
Missouri
$243K +$258K +991 New
FSBI
750
Fearless Solutions (Best Invest)
Texas
$242K +$257K +988 New
28 29
30
31 32