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Vanguard Morningstar Mid-Cap Growth ETF
VOT

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