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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
401
WP Advisors
California
$392K +$985 +5 +0.3%
PJB
402
Paul John Balson
California
$390K +$394 +2 +0.1%
FF
403
Friedenthal Financial
New Jersey
$390K +$136K +692 +60%
SIC
404
Salem Investment Counselors
North Carolina
$387K +$79.8K +405 +29%
PA
405
Parkside Advisors
California
$383K -$4.53K -23 -1%
MA
406
MCF Advisors
Kentucky
$378K – – –
LA
407
Latitude Advisors
Florida
$377K +$350K +1,777 New
CC
408
Courier Capital
New York
$376K +$350K +1,775 New
FMWA
409
Forvis Mazars Wealth Advisors
Missouri
$372K – – –
KA
410
Klingman & Associates
New York
$370K -$4.73K -24 -1%
OCM
411
One Capital Management
California
$370K – – –
PCA
412
Personal Capital Advisors
California
$363K +$337K +1,710 New
WFA
413
Wells Financial Advisors
Massachusetts
$360K +$334K +1,698 New
OPS
414
Orion Portfolio Solutions
Nebraska
$356K +$331K +1,679 New
LWA
415
LWS Wealth Advisors
New Jersey
$353K -$6.11K -31 -2%
LNWWM
416
Laird Norton Wetherby Wealth Management
California
$353K +$2.17K +11 +0.7%
CIAS
417
Capital Investment Advisory Services
North Carolina
$353K +$11.6K +59 +4%
WANY
418
Wealthspire Advisors (New York)
New York
$352K +$327K +1,660 New
VVP
419
Venture Visionary Partners
Ohio
$341K +$317K +1,608 New
GGS
420
Galvin Gaustad & Stein
Arizona
$340K +$316K +1,605 New
BBA
421
BLB&B Advisors
Pennsylvania
$338K – – –
VIM
422
Vista Investment Management
Pennsylvania
$337K +$81.1K +412 +35%
RBC
423
Roble Belko & Company
Pennsylvania
$335K – – –
HTC
424
Haverford Trust Company
Pennsylvania
$334K – – –
BFS
425
Bradley Foster & Sargent
Connecticut
$330K – – –
15 16
17
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