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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
301
Calamos Wealth Management
Illinois
$568K +$16K +91 +3%
MWA
302
Meridian Wealth Advisors
Texas
$567K +$298K +1,690 +116%
BWM
303
BCS Wealth Management
Tennessee
$565K – – –
ST
304
Smithfield Trust
Pennsylvania
$561K -$59.8K -339 -10%
WB
305
WesBanco Bank
West Virginia
$554K -$1.76K -10 -0.3%
CL
306
Choreo LLC
Illinois
$546K +$3K +17 +0.6%
CTC
307
Central Trust Company
Missouri
$545K -$14.1K -80 -3%
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$540K – – –
VFA
309
Voya Financial Advisors
Connecticut
$531K -$11.8K -67 -2%
MFW
310
Meristem Family Wealth
Minnesota
$514K – – –
VFA
311
Valeo Financial Advisors
Indiana
$513K +$484K +2,743 +2,588%
CS
312
Capital Square
Tennessee
$511K – – –
LWAC
313
Laurel Wealth Advisors (California)
California
$510K – – –
BWP
314
Bernardo Wealth Planning
Pennsylvania
$508K -$18.5K -105 -4%
5L
315
55I LLC
Massachusetts
$506K +$36K +204 +8%
HWA
316
Heartwood Wealth Advisors
Virginia
$502K – – –
ACM
317
Allred Capital Management
Texas
$501K +$353 +2 +0.1%
GWM
318
Geneos Wealth Management
Colorado
$475K -$35.3K -200 -7%
NWM
319
Northwest Wealth Management
Iowa
$473K -$6K -34 -1%
OIA
320
OneDigital Investment Advisors
Kansas
$473K +$463K +2,626 New
BCIM
321
Bishop & Co Investment Management
Pennsylvania
$470K -$156K -883 -25%
REMPR
322
Roof Eidam Maycock Peralta (REMP)
California
$455K – – –
PBF
323
Petix & Botte Financial
California
$448K -$567K -3,216 -56%
DP
324
Dearborn Partners
Illinois
$442K +$13.6K +77 +3%
SWA
325
Stratos Wealth Advisors
Ohio
$441K +$144K +817 +50%
11 12
13
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