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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
976
Evermay Wealth Management
Virginia
$70.3K – – –
IAS
977
IMA Advisory Services
Colorado
$66.7K +$62.9K +218 New
DFA
978
DHJJ Financial Advisors
Illinois
$65.5K – – –
GWS
979
Greykasell Wealth Strategies
California
$63.4K – – –
SS
980
SBI Securities
Japan
$61.9K -$2.6K -9 -4%
GEA
981
Glen Eagle Advisors
New Jersey
$61.6K +$4.62K +16 +9%
CFP
982
Comprehensive Financial Planning
Pennsylvania
$61.3K – – –
ECA
983
Elevated Capital Advisors
Utah
$61.3K – – –
SGK
984
Steigerwald Gordon & Koch
Virginia
$61.3K – – –
BC
985
Barrett & Company
Rhode Island
$58.2K -$5.77K -20 -10%
WAS
986
Winch Advisory Services
Wisconsin
$56.7K – – –
PF
987
PlanVest Financial
Maryland
$56.4K -$865 -3 -2%
TWC
988
TD Waterhouse Canada
Ontario, Canada
$56.2K – – –
NF
989
Napier Financial
Massachusetts
$55.2K – – –
BTI
990
Blue Trust Inc
Georgia
$54.6K +$23.4K +81 +84%
GI
991
GAMMA Investing
California
$54.5K – – –
FGC
992
Financial Gravity Companies
Texas
$52.2K +$49.3K +171 New
ATS
993
Ashton Thomas Securities
New York
$51.5K – – –
EF
994
Entrust Financial
Pennsylvania
$50.6K – – –
CAIM
995
Catherine Avery Investment Management
Florida
$50.5K +$47.6K +165 New
CFM
996
Compass Financial Management
Florida
$48K +$45K +156 New
CJ
997
Caitlin John
Michigan
$47.8K – – –
KFAS
998
Keating Financial Advisory Services
Kansas
$47.5K -$4.62K -16 -9%
EB
999
Eastern Bank
Massachusetts
$46.3K – – –
CT
1000
Clearstead Trust
Maine
$45.9K – – –
38 39
40
41 42