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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
SLF
351
Sun Life Financial
Ontario, Canada
$53K – – –
CIAS
352
Capital Investment Advisory Services
North Carolina
$52K – – –
CCM
353
Cribstone Capital Management
Maine
$51K – – –
NSIM
354
North Star Investment Management
Illinois
$47K – – –
CMO
355
Covenant Multifamily Offices
Texas
$47K +$44.4K +330 New
CFN
356
Cordasco Financial Network
Florida
$46K – – –
MWM
357
Mascoma Wealth Management
New Hampshire
$45K -$85.6K -636 -67%
LWA
358
Lenox Wealth Advisors
New York
$44K – – –
LIA
359
LS Investment Advisors
Michigan
$42K – – –
PFO
360
Pathstone Family Office
New Jersey
$42K +$14.8K +110 +61%
WAS
361
WESPAC Advisors SoCal
California
$42K +$39.7K +295 New
HDIM
362
Hanson & Doremus Investment Management
Vermont
$38K – – –
IF
363
Ironwood Financial
Arizona
$37K – – –
SFSIG
364
San Francisco Sentry Investment Group
California
$37K – – –
VNA
365
Valley National Advisers
Pennsylvania
$37K – – –
CFD
366
Creative Financial Designs
Indiana
$31K +$19.9K +148 +206%
CFA
367
Camarda Financial Advisors
Florida
$27K -$143K -1,066 -85%
BC
368
Barnett & Company
Tennessee
$26K – – –
RE
369
RBC Europe
United Kingdom
$25.7K – – –
OIA
370
OneDigital Investment Advisors
Kansas
$23K – – –
LWM
371
Liberty Wealth Management
California
$22K – – –
FGAM
372
Financial Gravity Asset Management
Texas
$21K +$19.2K +143 New
KPW
373
Kore Private Wealth
New York
$20K +$19.1K +142 New
LFG
374
LifePlan Financial Group
Ohio
$19K -$6.05K -45 -25%
MWC
375
MKD Wealth Coaches
Michigan
$19K – – –
13 14
15
16 17