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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
LP
401
LGL Partners
Pennsylvania
$591K – – –
BTWM
402
Baker Tilly Wealth Management
Wisconsin
$588K +$593K +3,272 New
GRP
403
Global Retirement Partners
California
$582K +$117K +647 +25%
ASN
404
Advisory Services Network
Georgia
$582K +$159K +880 +37%
FFS
405
Founders Financial Securities
Maryland
$582K +$7.25K +40 +1%
LTL
406
Lowery Thomas LLC
California
$576K +$92K +508 +19%
MMPW
407
Mitchell McLeod Pugh & Williams
Alabama
$572K +$577K +3,184 New
CA
408
Cornerstone Advisory
Maryland
$567K -$214K -1,179 -27%
BWM
409
BCS Wealth Management
Tennessee
$564K – – –
CWM
410
Catalyst Wealth Management
Georgia
$563K +$567K +3,130 New
CWM
411
Calamos Wealth Management
Illinois
$550K – – –
SC
412
SouthState Corp
Florida
$549K +$11.6K +64 +2%
CPA
413
Cardiff Park Advisors
California
$547K +$186K +1,028 +51%
FMII
414
Farmers & Merchants Investments Inc
Nebraska
$546K – – –
3LCM
415
3D/L Capital Management
Connecticut
$544K -$14K -77 -2%
VFA
416
Valeo Financial Advisors
Indiana
$544K +$31.2K +172 +6%
NB
417
Northwest Bancshares
Pennsylvania
$541K -$25.7K -142 -5%
TWM
418
Triton Wealth Management
Arizona
$538K -$14.3K -79 -3%
EWM
419
Empirical Wealth Management
Washington
$531K +$42.4K +234 +9%
KCM
420
Kanawha Capital Management
Virginia
$528K +$253K +1,397 +91%
AA
421
Addison Advisors
Vermont
$526K -$73.4K -405 -12%
MBFW
422
Morton Brown Family Wealth
Pennsylvania
$517K -$50.2K -277 -9%
IA
423
IFP Advisors
Florida
$516K +$15.4K +85 +2%
RBFC
424
Roman Butler Fullerton & Co
Missouri
$516K – – –
RMCM
425
Reynders McVeigh Capital Management
Massachusetts
$499K – – –
15 16
17
18 19