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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
751
Refined Wealth Management
Utah
$319K +$327K +1,143 New
TMWM
752
Taylor & Morgan Wealth Management
Michigan
$319K +$16K +56 +5%
NAS
753
NWF Advisory Services
California
$318K -$41.2K -144 -11%
FT
754
Fiduciary Trust
Massachusetts
$316K -$18K -63 -5%
FFA
755
Florida Financial Advisors
Florida
$313K -$99.6K -348 -24%
UW
756
Unique Wealth
Florida
$313K +$75K +262 +30%
AA
757
Argent Advisors
Louisiana
$313K – – –
HC
758
Headland Capital
South Carolina
$312K – – –
GA
759
GoalVest Advisory
New York
$312K – – –
AT
760
American Trust
Kentucky
$312K -$11.2K -39 -3%
GCM
761
Gallacher Capital Management
Colorado
$310K – – –
ZF
762
Zhang Financial
Michigan
$310K +$286 +1 +0.1%
AA
763
Auxano Advisors
Washington
$308K +$88.4K +309 +39%
MW
764
MBL Wealth
North Carolina
$308K -$2.29K -8 -0.7%
SDWMA
765
Schneider Downs Wealth Management Advisors
Pennsylvania
$308K – – –
PI
766
PFG Investments
New York
$307K +$10.6K +37 +3%
A
767
Argentarii
Ohio
$306K -$24.9K -87 -7%
SIA
768
Soltis Investment Advisors
Utah
$304K +$61.8K +216 +25%
RFS
769
Richardson Financial Services
Massachusetts
$303K +$2.58K +9 +0.8%
TFS
770
Thoroughbred Financial Services
Tennessee
$302K +$310K +1,082 New
LRPA
771
L. Roy Papp & Associates
Arizona
$301K -$321K -1,123 -51%
OCM
772
Orleans Capital Management
Louisiana
$300K -$21.5K -75 -7%
BFPW
773
BOK Financial Private Wealth
Colorado
$300K +$34.1K +119 +12%
SW
774
Simplicity Wealth
New Jersey
$300K -$177K -620 -37%
SFG
775
Snider Financial Group
Washington
$296K -$18K -63 -6%
29 30
31
32 33