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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
751
Raffa Wealth Management
District of Columbia
$130K +$224 +1 +0.2%
JPWM
752
Jamison Private Wealth Management
Georgia
$127K +$224 +1 +0.2%
KFI
753
Key Financial Inc
Pennsylvania
$122K – – –
FWM
754
FSA Wealth Management
Massachusetts
$122K +$10.5K +47 +10%
IHWM
755
Iron Horse Wealth Management
Iowa
$121K -$1.12K -5 -1%
AIM
756
Arcadia Investment Management
Michigan
$120K – – –
MA
757
Montag & Associates
Georgia
$117K – – –
OHWP
758
Oak Harbor Wealth Partners
North Carolina
$114K – – –
BCWM
759
Bartlett & Co Wealth Management
Ohio
$113K – – –
SC
760
SouthState Corp
Florida
$113K – – –
RFS
761
Richardson Financial Services
Massachusetts
$108K +$6.27K +28 +7%
BSB
762
Bangor Savings Bank
Maine
$107K +$3.36K +15 +3%
CA
763
Crewe Advisors
Utah
$107K -$30.2K -135 -23%
PA
764
Parallel Advisors
California
$103K -$45.5K -203 -32%
MCM
765
MV Capital Management
Maryland
$99.3K – – –
AWM
766
Atticus Wealth Management
Florida
$95K -$167K -745 -65%
PA
767
PSI Advisors
Florida
$94.3K – – –
FFA
768
Frazier Financial Advisors
Ohio
$94.1K -$4.03K -18 -4%
SSB
769
Sandy Spring Bank
Maryland
$87.2K -$5.6K -25 -6%
NSIM
770
North Star Investment Management
Illinois
$87.2K – – –
TCOV
771
Trust Company of Vermont
Vermont
$78.5K – – –
DSC
772
Duncker Streett & Co
Missouri
$77.8K – – –
HWA
773
Heritage Wealth Advisors
Virginia
$77.6K -$15K -67 -17%
CAM
774
Creekmur Asset Management
Illinois
$69.6K – – –
LCM
775
Logan Capital Management
Pennsylvania
$69.1K – – –
29 30
31
32 33