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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
801
Angeles Wealth Management
California
$15.8K – – –
T
802
Tidemark
California
$15.4K +$14K +70 New
PWMG
803
Prestige Wealth Management Group
New Jersey
$14.7K +$1.6K +8 +14%
LFA
804
Legend Financial Advisors
Pennsylvania
$14.5K – – –
PIS
805
POM Investment Strategies
North Carolina
$14.3K +$13K +65 New
WIA
806
Wetzel Investment Advisors
Indiana
$14K +$12.4K +62 New
LPP
807
Life Planning Partners
Florida
$13.8K +$12.6K +63 New
BBPWM
808
Blue Bell Private Wealth Management
Pennsylvania
$13.2K -$21K -105 -64%
RF
809
Robinswood Financial
Washington
$13.2K – – –
PAG
810
Paladin Advisory Group
Iowa
$12.5K – – –
CG
811
Cutler Group
California
$12K +$11.4K +57 New
DI
812
DAGCO Inc
Ohio
$11.6K +$10.6K +53 New
DWS
813
Dynamic Wealth Strategies
California
$11.6K +$10.6K +53 New
CWM
814
CarsonAllaria Wealth Management
Illinois
$11.4K – – –
CFFP
815
Center for Financial Planning
Michigan
$11K – – –
TC
816
Truvestments Capital
Florida
$10.8K +$9.8K +49 New
PCFFS
817
Pacific Center for Financial Services
California
$10.5K – – –
PA
818
Pineridge Advisors
Missouri
$10.3K +$9.4K +47 New
BWL
819
Bogart Wealth LLC
Virginia
$9.88K – – –
RCM
820
Richardson Capital Management
Wisconsin
$9.66K +$8.8K +44 New
SC
821
Stephens Consulting
Michigan
$9.22K – – –
FPFS
822
First Personal Financial Services
North Carolina
$7.68K – – –
MFC
823
Morris Financial Concepts
South Carolina
$7.46K – – –
VL
824
Vima LLC
Michigan
$7.25K +$6.6K +33 New
AEPWM
825
Atlantic Edge Private Wealth Management
Florida
$6.81K +$6.2K +31 New
31 32
33
34 35