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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
726
Orleans Capital Management
Louisiana
$327K +$297K +1,150 New
LA
727
LM Advisors
California
$327K – – –
NAS
728
NWF Advisory Services
California
$326K +$295K +1,145 New
IWA
729
IBEX Wealth Advisors
New Jersey
$324K +$294K +1,139 New
RFS
730
Richardson Financial Services
Massachusetts
$324K -$265K -1,027 -47%
AA
731
Argent Advisors
Louisiana
$319K – – –
HC
732
Headland Capital
South Carolina
$318K – – –
GA
733
GoalVest Advisory
New York
$318K +$154K +599 +116%
PCM
734
Parsons Capital Management
Rhode Island
$317K -$2.58K -10 -0.9%
GCM
735
Gallacher Capital Management
Colorado
$316K +$258 +1 +0.1%
PG
736
Patten Group
Tennessee
$316K +$286K +1,111 New
ZF
737
Zhang Financial
Michigan
$316K -$2.32K -9 -0.8%
SDWMA
738
Schneider Downs Wealth Management Advisors
Pennsylvania
$314K – – –
BA
739
Bristlecone Advisors
Washington
$313K +$278K +1,077 +4,683%
AFG
740
Atomi Financial Group
New York
$310K -$131K -509 -32%
TMWM
741
Taylor & Morgan Wealth Management
Michigan
$309K -$12.9K -50 -4%
NRI
742
NFP Retirement Inc
California
$306K +$7.48K +29 +3%
NIWA
743
New Insight Wealth Advisors
California
$304K -$34.3K -133 -11%
OE
744
October Effect
Virginia
$303K +$275K +1,066 New
AWM
745
Axxcess Wealth Management
California
$303K +$2.84K +11 +1%
CCM
746
Coldstream Capital Management
Washington
$300K – – –
DAS
747
Diversify Advisory Services
Utah
$300K -$5.42K -21 -2%
PI
748
PFG Investments
New York
$296K +$22.9K +89 +9%
SIC
749
Samalin Investment Counsel
New York
$296K +$19.6K +76 +8%
CRWM
750
Castle Rock Wealth Management
California
$295K -$8.51K -33 -3%
28 29
30
31 32