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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
801
Nicolet Bankshares
Wisconsin
$245K – – –
SWM
802
Segment Wealth Management
Texas
$245K -$817K -3,170 -79%
CC
803
Courier Capital
New York
$244K -$50.5K -196 -19%
VA
804
VestGen Advisors
Illinois
$242K – – –
ACM
805
Allred Capital Management
Texas
$241K -$103K -400 -32%
LAM
806
L2 Asset Management
Massachusetts
$240K +$218K +845 New
WIA
807
Westbourne Investment Advisors
Maryland
$239K – – –
EWM
808
Elevatus Welath Management
New York
$238K -$126K -489 -37%
CFS
809
CRA Financial Services
New Jersey
$238K -$10.8K -42 -5%
SR
810
Syntax Research
Florida
$238K – – –
CIAS
811
Capital Investment Advisory Services
North Carolina
$238K -$16K -62 -7%
VA
812
Valmark Advisers
Ohio
$236K – – –
RFP
813
Root Financial Partners
California
$233K +$212K +821 New
MWM
814
Manske Wealth Management
Texas
$232K +$211K +817 New
SW
815
SkyOak Wealth
Michigan
$232K +$211K +817 New
BC
816
Brio Consultants
California
$230K -$34.6K -134 -14%
AIA
817
Armor Investment Advisors
North Carolina
$228K – – –
WAG
818
Winthrop Advisory Group
Massachusetts
$227K +$205K +797 New
CA
819
Crewe Advisors
Utah
$227K +$89K +345 +76%
GHAM
820
Gilman Hill Asset Management
Connecticut
$227K -$12.9K -50 -6%
PPC
821
Park Place Capital
Alabama
$226K +$206K +800 New
TPA
822
Trivium Point Advisory
Connecticut
$226K -$1.2M -4,661 -85%
LKWM
823
Lee-Kelleher Wealth Management
Maryland
$226K +$205K +795 New
PS
824
Planned Solutions
California
$226K +$204K +793 New
HAS
825
HBW Advisory Services
California
$225K -$40.5K -157 -17%
31 32
33
34 35