We are live on ! Find out more
VOT icon

Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
801
Colony Family Offices
North Carolina
$247K – – –
NB
802
Nicolet Bankshares
Wisconsin
$245K – – –
SWM
803
Segment Wealth Management
Texas
$245K -$817K -3,170 -79%
CC
804
Courier Capital
New York
$244K -$50.5K -196 -19%
VA
805
VestGen Advisors
Illinois
$242K – – –
ACM
806
Allred Capital Management
Texas
$241K -$103K -400 -32%
LAM
807
L2 Asset Management
Massachusetts
$240K +$218K +845 New
WIA
808
Westbourne Investment Advisors
Maryland
$239K – – –
EWM
809
Elevatus Welath Management
New York
$238K -$126K -489 -37%
CFS
810
CRA Financial Services
New Jersey
$238K -$10.8K -42 -5%
SR
811
Syntax Research
Florida
$238K – – –
CIAS
812
Capital Investment Advisory Services
North Carolina
$238K -$16K -62 -7%
VA
813
Valmark Advisers
Ohio
$236K – – –
RFP
814
Root Financial Partners
California
$233K +$212K +821 New
MWM
815
Manske Wealth Management
Texas
$232K +$211K +817 New
SW
816
SkyOak Wealth
Michigan
$232K +$211K +817 New
BC
817
Brio Consultants
California
$230K -$34.6K -134 -14%
AIA
818
Armor Investment Advisors
North Carolina
$228K – – –
WAG
819
Winthrop Advisory Group
Massachusetts
$227K +$205K +797 New
CA
820
Crewe Advisors
Utah
$227K +$89K +345 +76%
GHAM
821
Gilman Hill Asset Management
Connecticut
$227K -$12.9K -50 -6%
PPC
822
Park Place Capital
Alabama
$226K +$206K +800 New
TPA
823
Trivium Point Advisory
Connecticut
$226K -$1.2M -4,661 -85%
LKWM
824
Lee-Kelleher Wealth Management
Maryland
$226K +$205K +795 New
PS
825
Planned Solutions
California
$226K +$204K +793 New
31 32
33
34 35