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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
TDWM
351
Topel & Distasi Wealth Management
California
$1.02M +$1.01M +4,013 New
HI
352
Harbour Investments
Wisconsin
$1.02M -$6.04M -23,954 -86%
CAG
353
Crestwood Advisors Group
Massachusetts
$1.01M +$107K +425 +12%
AIM
354
Arcadia Investment Management
Michigan
$1.01M +$1M +3,985 New
GIA
355
Gladstone Institutional Advisory
Florida
$999K +$194K +769 +24%
ASN
356
Advisory Services Network
Georgia
$994K +$321K +1,272 +48%
NRI
357
NFP Retirement Inc
California
$991K +$107K +424 +12%
WA
358
Wambolt & Associates
Colorado
$991K +$12.1K +48 +1%
SPIA
359
Steward Partners Investment Advisory
New York
$981K +$600K +2,382 +162%
MFS
360
McNamara Financial Services
Massachusetts
$970K -$33.3K -132 -3%
KPWS
361
Kestra Private Wealth Services
Texas
$965K +$215K +854 +29%
GWM
362
Geneos Wealth Management
Colorado
$964K -$167K -662 -15%
RIM
363
Rockbridge Investment Management
New York
$959K +$252 +1 +0%
FAT
364
First American Trust
California
$958K +$50.2K +199 +6%
EWM
365
Empirical Wealth Management
Washington
$956K +$504 +2 +0.1%
NB
366
Northwest Bancshares
Pennsylvania
$951K -$117K -463 -11%
E
367
ETFidea
New York
$949K +$940K +3,728 New
TC
368
Titleist Capital
Texas
$941K +$932K +3,697 New
PFPT
369
Pinnacle Financial Partners (Tennessee)
Tennessee
$937K +$121K +481 +15%
VFA
370
Valeo Financial Advisors
Indiana
$935K +$207K +823 +29%
CBFP
371
Cedar Brook Financial Partners
Ohio
$933K +$1.01K +4 +0.1%
AWM
372
Axxcess Wealth Management
California
$932K +$923K +3,660 New
CW
373
CreativeOne Wealth
Kansas
$928K +$919K +3,645 New
MWA
374
Meridian Wealth Advisors
Texas
$926K – – –
TWM
375
Triton Wealth Management
Arizona
$918K -$11.1K -44 -1%
13 14
15
16 17