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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
926
North Star Investment Management
Illinois
$103K – – –
MCM
927
MV Capital Management
Maryland
$101K -$8.3K -29 -7%
BFS
928
Beacon Financial Strategies
North Carolina
$94.2K +$96.7K +338 New
HFS
929
Hughes Financial Services
Virginia
$93.2K -$40.6K -142 -30%
TCOV
930
Trust Company of Vermont
Vermont
$93K – – –
DSC
931
Duncker Streett & Co
Missouri
$92.1K – – –
CFM
932
Cornerstone Financial Management
Massachusetts
$85.7K +$87.9K +307 New
FWA
933
Flagship Wealth Advisors
Massachusetts
$84.4K -$286 -1 -0.3%
PWM
934
Peck Wealth Management
New York
$83.7K – – –
ITIM
935
Indiana Trust & Investment Management
Indiana
$81.8K – – –
DJSG
936
D.J. St. Germain
Massachusetts
$80.7K – – –
SIS
937
Strategic Investment Solutions
Illinois
$79K -$81.6K -285 -50%
EB
938
Eastern Bank
Massachusetts
$79K +$37.8K +132 +87%
RDFA
939
Ritter Daniher Financial Advisory
Ohio
$76.8K – – –
RF
940
Rossby Financial
Florida
$76.8K +$6.58K +23 +9%
FG
941
Fairman Group
Pennsylvania
$74.8K +$31.2K +109 +69%
BOJHT
942
Bank of Jackson Hole Trust
Wyoming
$74.5K – – –
NS
943
NBC Securities
Alabama
$74.3K +$52.7K +184 +224%
OHWP
944
Oak Harbor Wealth Partners
North Carolina
$72.3K – – –
CYG
945
Clean Yield Group
Vermont
$70.9K – – –
BL
946
Balentine LLC
Georgia
$70.6K – – –
GWSG
947
GPS Wealth Strategies Group
Colorado
$70.3K -$1.02M -3,549 -93%
DPW
948
DiNuzzo Private Wealth
Pennsylvania
$69.5K – – –
BWL
949
Bogart Wealth LLC
Virginia
$69.3K – – –
MA
950
Modus Advisors
Minnesota
$67.6K +$69.3K +242 New
36 37
38
39 40