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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
BTIM
851
BancFirst Trust & Investment Management
Oklahoma
$204K +$201K +696 New
AIC
852
Archer Investment Corporation
Indiana
$204K +$55.4K +192 +38%
MGWA
853
Monument Group Wealth Advisors
Massachusetts
$203K +$199K +690 New
VAM
854
Verity Asset Management
North Carolina
$202K +$199K +689 New
SCA
855
Snowden Capital Advisors
New York
$202K +$198K +687 New
DWM
856
Diversify Wealth Management
Utah
$202K -$11.5K -40 -5%
MWP
857
Madison Wealth Partners
Wisconsin
$202K +$198K +686 New
PCS
858
Private Client Services
Kentucky
$201K +$198K +685 New
1WM
859
1900 Wealth Management
Texas
$201K +$197K +684 New
ALA
860
Atlas Legacy Advisors
California
$200K +$196K +681 New
LB
861
Legacy Bridge
Iowa
$193K – – –
BCWM
862
Bartlett & Co Wealth Management
Ohio
$187K -$100K -347 -35%
EWP
863
Elevation Wealth Partners
California
$181K – – –
LI
864
LRI Investments
Florida
$181K – – –
SCM
865
Sterling Capital Management
North Carolina
$179K -$181K -626 -51%
RWM
866
Raffa Wealth Management
District of Columbia
$178K +$288 +1 +0.2%
CI
867
Cordant Inc
Oregon
$177K – – –
MPCG
868
Matrix Private Capital Group
New York
$177K -$865 -3 -0.5%
SC
869
SouthState Corp
Florida
$173K – – –
HIW
870
Holos Integrated Wealth
Pennsylvania
$172K – – –
SIS
871
Strategic Investment Solutions
Illinois
$167K -$28.9K -100 -15%
GJIA
872
Glass Jacobson Investment Advisors
Maryland
$164K – – –
GFWA
873
Grey Fox Wealth Advisors
Delaware
$162K +$159K +551 New
RMP
874
Richards, Merrill & Peterson
Washington
$161K – – –
FIM
875
FWL Investment Management
Texas
$152K – – –
33 34
35
36 37