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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
COF
176
Capital One Financial
Virginia
$1.03M +$1.24M +8,170 New
IWM
177
IHT Wealth Management
Illinois
$1.02M -$517K -3,405 -30%
AF
178
Advisornet Financial
Minnesota
$1.02M +$132K +872 +12%
FWM
179
Frontier Wealth Management
Missouri
$1M -$558K -3,674 -32%
BRWA
180
B. Riley Wealth Advisors
Florida
$991K +$987K +6,500 +494%
POIA
181
Pin Oak Investment Advisors
Texas
$982K – – –
MOS
182
MGO One Seven
Ohio
$967K +$32.6K +215 +3%
AAMC
183
Asset Allocation & Management Company
Illinois
$951K – – –
AIFAIM
184
American Institute for Advanced Investment Management
Arizona
$940K -$242K -1,595 -18%
MC
185
Mathes Company
New York
$927K – – –
NAS
186
Nicolet Advisory Services
Wisconsin
$925K -$155K -1,021 -12%
JFA
187
JNBA Financial Advisors
Minnesota
$921K +$7.9K +52 +0.7%
NFC
188
Northeast Financial Consultants
Connecticut
$898K – – –
SFP
189
Strategic Financial Partners
Oregon
$845K -$36.6K -241 -3%
IFG
190
Independent Financial Group
California
$827K +$992K +6,531 New
EVM
191
Eaton Vance Management
Massachusetts
$826K -$34.2K -225 -3%
WTFG
192
Wells Trecaso Financial Group
Ohio
$825K -$11.4K -75 -1%
SWP
193
Stratos Wealth Partners
Ohio
$817K -$87.9K -579 -8%
CCP
194
Corient Capital Partners
California
$791K -$970K -6,386 -51%
BMM
195
Berkshire Money Management
Massachusetts
$785K – – –
LIM
196
Leavell Investment Management
Alabama
$782K +$63.6K +419 +7%
WWM
197
Windsor Wealth Management
Indiana
$778K +$44K +290 +5%
NCM
198
Next Capital Management
New York
$775K – – –
GT
199
Glenview Trust
Kentucky
$770K -$29.8K -196 -3%
TFA
200
TPG Financial Advisors
Oregon
$765K -$20.2K -133 -2%
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