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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1051
Bay Harbor Wealth Management
Maryland
$13.2K +$577 +2 +5%
CIA
1052
Cape Investment Advisory
Georgia
$13.2K +$12.4K +43 New
SEP
1053
Signature Equity Partners
Ohio
$13K – – –
OAG
1054
Oakmont Advisory Group
New Mexico
$12.2K +$11.5K +40 New
NRG
1055
Nemes Rush Group
Michigan
$11.9K – – –
SRCM
1056
Signature Resources Capital Management
California
$11.6K – – –
AT
1057
Avalon Trust
New Mexico
$11.3K – – –
DWS
1058
Dynamic Wealth Strategies
California
$11.3K – – –
MFC
1059
Morris Financial Concepts
South Carolina
$10.4K – – –
MPW
1060
MASECO Private Wealth
$10.2K – – –
SWP
1061
Strategic Wealth Partners
Ohio
$10.1K -$1.15K -4 -11%
VL
1062
Vima LLC
Michigan
$10.1K +$9.52K +33 New
TAP
1063
Tounjian Advisory Partners
Florida
$10K +$9.52K +33 New
AEPWM
1064
Atlantic Edge Private Wealth Management
Florida
$9.5K – – –
TIM
1065
Thompson Investment Management
Wisconsin
$9.49K – – –
TAM
1066
Tucker Asset Management
Colorado
$9.19K -$865 -3 -9%
APW
1067
Aventura Private Wealth
Florida
$9.19K – – –
MI
1068
Markowski Investments
Florida
$9.11K +$8.65K +30 New
AI
1069
Atomic Invest
New York
$9.09K – – –
WFA
1070
Wells Financial Advisors
Massachusetts
$8.88K – – –
GSWM
1071
Golden State Wealth Management
California
$8.6K – – –
AAMA
1072
Advanced Asset Management Advisors
Ohio
$8.47K – – –
BA
1073
Ballast Advisors
Minnesota
$7.96K – – –
AA
1074
Ancora Advisors
Ohio
$7.66K – – –
OWP
1075
ORG Wealth Partners
Texas
$7.66K – – –
41 42
43
44 45