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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
VDFA
151
Vickerman & Driscoll Financial Advisors
Washington
$975K +$958K +7,636 New
MFS
152
McNamara Financial Services
Massachusetts
$961K -$27.7K -221 -3%
CF
153
Centaurus Financial
California
$948K +$931K +7,425 New
ST
154
Smithfield Trust
Pennsylvania
$854K -$199K -1,588 -19%
SPC
155
Sigma Planning Corp
Michigan
$849K -$753 -6 -0.1%
KWM
156
Kingsview Wealth Management
Oregon
$849K +$9.66K +77 +1%
MBA
157
McQueen Ball & Associates
Pennsylvania
$836K +$243K +1,935 +42%
ATC
158
Argent Trust Co
Tennessee
$831K +$33.6K +268 +4%
JFG
159
JMG Financial Group
Illinois
$830K +$17.4K +139 +2%
MCM
160
Millie Capital Management
California
$827K +$5.14K +41 +0.6%
W
161
WealthShield
North Carolina
$827K +$806K +6,426 New
WP
162
WealthShield Partners
North Carolina
$827K +$806K +6,426 New
GT
163
Glenview Trust
Kentucky
$821K – – –
RA
164
RFG Advisory
Alabama
$812K +$247K +1,971 +45%
CS
165
Comerica Securities
Michigan
$806K +$8.65K +69 +1%
RCAG
166
Rehmann Capital Advisory Group
Michigan
$800K +$1.5K +12 +0.2%
UFF
167
USA Financial Formulas
Michigan
$795K +$780K +6,221 New
BMM
168
Berkshire Money Management
Massachusetts
$792K – – –
RWP
169
RWA Wealth Partners
Massachusetts
$776K +$24K +191 +3%
RWM
170
RKL Wealth Management
Pennsylvania
$748K -$53.2K -424 -7%
OWM
171
Orgel Wealth Management
Wisconsin
$741K +$727K +5,799 New
BFEC
172
Benjamin F. Edwards & Company
Missouri
$734K +$398K +3,171 +123%
QCG
173
Quadrant Capital Group
Ohio
$727K -$330K -2,630 -31%
KFA
174
Kays Financial Advisory
Georgia
$680K +$5.52K +44 +0.8%
IWM
175
IHT Wealth Management
Illinois
$657K +$55.3K +441 +10%
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