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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
151
Sigma Planning Corp
Michigan
$907K +$45.5K +346 +5%
F
152
F3Logic
Minnesota
$899K +$912K +6,943 New
MD
153
Money Design
Japan
$890K -$10.8M -82,247 -92%
FHA
154
Flagship Harbor Advisors
Massachusetts
$890K -$96.9K -738 -9%
VFA
155
Voya Financial Advisors
Connecticut
$880K -$699K -5,319 -44%
PD
156
Planning Directions
Pennsylvania
$870K +$881K +6,710 New
MFS
157
McNamara Financial Services
Massachusetts
$862K -$115K -879 -12%
MBA
158
McQueen Ball & Associates
Pennsylvania
$848K – – –
EWA
159
EP Wealth Advisors
California
$846K +$858K +6,529 New
WP
160
WealthShield Partners
North Carolina
$843K +$10.5K +80 +1%
GT
161
Glenview Trust
Kentucky
$833K – – –
ATC
162
Argent Trust Co
Tennessee
$830K -$13.3K -101 -2%
ST
163
Smithfield Trust
Pennsylvania
$821K -$46.8K -356 -5%
IIC
164
Integrated Investment Consultants
Michigan
$810K +$821K +6,248 New
SQA
165
Simon Quick Advisors
New Jersey
$804K -$150K -1,139 -16%
BMM
166
Berkshire Money Management
Massachusetts
$804K – – –
CS
167
Comerica Securities
Michigan
$802K -$16.3K -124 -2%
VDFA
168
Vickerman & Driscoll Financial Advisors
Washington
$792K -$200K -1,522 -20%
WTFG
169
Wells Trecaso Financial Group
Ohio
$771K +$175K +1,334 +29%
3AM
170
3D Asset Management
Connecticut
$754K +$402K +3,059 +111%
GC
171
Grimes & Company
Massachusetts
$700K +$709K +5,398 New
BOH
172
Bank of Hawaii
Hawaii
$688K +$697K +5,305 New
KWM
173
Kingsview Wealth Management
Oregon
$657K -$208K -1,580 -24%
CB
174
Commerce Bank
Missouri
$649K +$83.2K +633 +14%
WLIM
175
White Lighthouse Investment Management
Massachusetts
$641K +$138K +1,053 +27%
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