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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
176
IHT Wealth Management
Illinois
$657K +$55.3K +441 +10%
SBIA
177
Sheaff Brock Investment Advisors
Indiana
$647K -$878 -7 -0.1%
AIA
178
Allegis Investment Advisors
Idaho
$592K -$2.34M -18,685 -80%
BJL
179
Brighton Jones LLC
Washington
$591K -$2.51K -20 -0.4%
WTFG
180
Wells Trecaso Financial Group
Ohio
$589K +$578K +4,611 New
CWM
181
Cornerstone Wealth Management
Missouri
$579K -$4.64K -37 -0.8%
BB
182
Busey Bank
Illinois
$575K – – –
AI
183
Atria Investments
North Carolina
$572K +$561K +4,475 New
BF
184
BOK Financial
Oklahoma
$570K +$62.1K +495 +12%
CB
185
Commerce Bank
Missouri
$559K -$18.4K -147 -3%
WAG
186
Winthrop Advisory Group
Massachusetts
$515K +$494K +3,939 New
WLIM
187
White Lighthouse Investment Management
Massachusetts
$497K +$489K +3,895 New
LIM
188
Leavell Investment Management
Alabama
$496K +$48.5K +387 +11%
RFC
189
Regions Financial Corp
Alabama
$479K +$878 +7 +0.2%
WWM
190
Windsor Wealth Management
Indiana
$478K +$470K +3,746 New
NFC
191
Northeast Financial Consultants
Connecticut
$477K -$57.7K -460 -11%
MA
192
Mutual Advisors
Nebraska
$475K +$466K +3,717 New
MWP
193
MYCIO Wealth Partners
Pennsylvania
$451K +$627 +5 +0.1%
PAG
194
Pinnacle Advisory Group
Maryland
$440K +$432K +3,448 New
TCOO
195
Trust Company of Oklahoma
Oklahoma
$437K +$429K +3,421 New
CBU
196
CIBC Bank USA
Illinois
$432K – – –
FFBTD
197
First Financial Bank - Trust Division
Ohio
$425K – – –
IA
198
IFP Advisors
Florida
$424K -$196K -1,559 -32%
BP
199
Ballentine Partners
Massachusetts
$423K -$199K -1,590 -32%
CFA
200
Carroll Financial Associates
North Carolina
$406K +$71.5K +570 +22%
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