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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
751
Tectonic Advisors
Texas
$252K +$256K +993 New
LA
752
LWM Advisors
California
$250K +$254K +985 New
JWA
753
JFS Wealth Advisors
Pennsylvania
$250K – – –
CWM
754
Cahaba Wealth Management
Georgia
$250K – – –
AI
755
Accredited Investors
Minnesota
$249K -$1.54K -6 -0.6%
MWA
756
Martel Wealth Advisors
Washington
$247K -$515 -2 -0.2%
SAM
757
Smith Asset Management
Florida
$247K +$251K +974 New
GJIA
758
Glass Jacobson Investment Advisors
Maryland
$246K +$94.5K +367 +61%
SIC
759
Samalin Investment Counsel
New York
$244K +$3.86K +15 +2%
BFPW
760
BOK Financial Private Wealth
Colorado
$242K – – –
VFIC
761
Valley Forge Investment Consultants
Pennsylvania
$240K +$515 +2 +0.2%
PWMAG
762
Pinnacle Wealth Management Advisory Group
New Jersey
$239K +$28.8K +112 +14%
PA
763
Pinnacle Associates
New York
$239K +$242K +941 New
CM
764
Columbus Macro
Pennsylvania
$238K – – –
PWG
765
Portside Wealth Group
Utah
$236K +$239K +930 New
BTD
766
BankPlus Trust Department
Mississippi
$235K +$239K +928 New
SFS
767
Summit Financial Strategies
Ohio
$235K – – –
CFB
768
Cullen/Frost Bankers
Texas
$234K – – –
RAM
769
Redmond Asset Management
Virginia
$233K -$79.8K -310 -25%
AIA
770
Arbor Investment Advisors
North Carolina
$233K – – –
EIP
771
Easterly Investment Partners
Massachusetts
$233K – – –
CCB
772
Country Club Bank
Missouri
$230K – – –
EW
773
Element Wealth
Mississippi
$229K – – –
WMA
774
William Mack & Associates
Michigan
$229K +$232K +901 New
CTA
775
Camelot Technology Advisors
California
$228K – – –
29 30
31
32 33