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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
MGWA
851
Monument Group Wealth Advisors
Massachusetts
$203K +$199K +690 New
VAM
852
Verity Asset Management
North Carolina
$202K +$199K +689 New
SCA
853
Snowden Capital Advisors
New York
$202K +$198K +687 New
DWM
854
Diversify Wealth Management
Utah
$202K -$11.5K -40 -5%
MWP
855
Madison Wealth Partners
Wisconsin
$202K +$198K +686 New
PCS
856
Private Client Services
Kentucky
$201K +$198K +685 New
1WM
857
1900 Wealth Management
Texas
$201K +$197K +684 New
ALA
858
Atlas Legacy Advisors
California
$200K +$196K +681 New
LB
859
Legacy Bridge
Iowa
$193K – – –
BCWM
860
Bartlett & Co Wealth Management
Ohio
$187K -$100K -347 -35%
EWP
861
Elevation Wealth Partners
California
$181K – – –
LI
862
LRI Investments
Florida
$181K – – –
SCM
863
Sterling Capital Management
North Carolina
$179K -$181K -626 -51%
RWM
864
Raffa Wealth Management
District of Columbia
$178K +$288 +1 +0.2%
CI
865
Cordant Inc
Oregon
$177K – – –
MPCG
866
Matrix Private Capital Group
New York
$177K -$865 -3 -0.5%
SC
867
SouthState Corp
Florida
$173K – – –
HIW
868
Holos Integrated Wealth
Pennsylvania
$172K – – –
SIS
869
Strategic Investment Solutions
Illinois
$167K -$28.9K -100 -15%
GJIA
870
Glass Jacobson Investment Advisors
Maryland
$164K – – –
GFWA
871
Grey Fox Wealth Advisors
Delaware
$162K +$159K +551 New
RMP
872
Richards, Merrill & Peterson
Washington
$161K – – –
FIM
873
FWL Investment Management
Texas
$152K – – –
AIM
874
Arcadia Investment Management
Michigan
$149K – – –
GBT
875
Grove Bank & Trust
Florida
$147K – – –
33 34
35
36 37