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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
726
Schneider Downs Wealth Management Advisors
Pennsylvania
$270K – – –
DAS
727
Diversify Advisory Services
Utah
$265K -$60.6K -233 -18%
PRS
728
Pinkerton Retirement Specialists
Idaho
$263K +$280K +1,077 New
MW
729
MBL Wealth
North Carolina
$263K – – –
SAM
730
Smith Asset Management
Florida
$262K +$24.7K +95 +10%
BFAG
731
Blackston Financial Advisory Group
Florida
$259K -$12.7K -49 -4%
NB
732
Northwest Bancshares
Pennsylvania
$259K -$18.7K -72 -6%
CRWM
733
Castle Rock Wealth Management
California
$258K +$520 +2 +0.2%
CC
734
Courier Capital
New York
$258K -$214K -823 -44%
CCM
735
Coldstream Capital Management
Washington
$258K – – –
AWM
736
Axxcess Wealth Management
California
$258K -$52.5K -202 -16%
YCG
737
Yeomans Consulting Group
Georgia
$257K +$7.54K +29 +3%
ACM
738
Advisors Capital Management
New Jersey
$257K +$4.16K +16 +2%
RAM
739
Redmond Asset Management
Virginia
$257K +$34.1K +131 +14%
NRI
740
NFP Retirement Inc
California
$256K +$1.56K +6 +0.6%
PGFC
741
Peapack-Gladstone Financial Corp
New Jersey
$254K – – –
KFGK
742
Keystone Financial Group (Kentucky)
Kentucky
$253K -$16.6K -64 -6%
CAM
743
CPA Asset Management
Florida
$252K -$253K -973 -49%
TFS
744
Thoroughbred Financial Services
Tennessee
$251K -$3.12K -12 -1%
SOS
745
Silver Oak Securities
Tennessee
$247K +$263K +1,011 New
NEPWA
746
New England Private Wealth Advisors
Massachusetts
$246K – – –
GJIA
747
Glass Jacobson Investment Advisors
Maryland
$246K – – –
CSB
748
City State Bank
Iowa
$245K – – –
SAM
749
S.A. Mason
Michigan
$245K – – –
WCM
750
WealthBridge Capital Management
Ohio
$244K – – –
28 29
30
31 32