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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
WCP
401
Wick Capital Partners
Pennsylvania
$635K -$18.2K -94 -3%
CWM
402
Calamos Wealth Management
Illinois
$630K – – –
DI
403
DFPG Investments
Utah
$629K +$90.9K +469 +19%
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$625K – – –
LTL
405
Lowery Thomas LLC
California
$612K +$63K +325 +12%
KCM
406
Kanawha Capital Management
Virginia
$604K – – –
ST
407
Smithfield Trust
Pennsylvania
$604K – – –
WW
408
Waterfront Wealth
Kansas
$602K +$549K +2,831 New
AWM
409
Axxcess Wealth Management
California
$599K -$182K -941 -24%
XF
410
XML Financial
Maryland
$599K -$4.13M -21,297 -88%
VFA
411
Valeo Financial Advisors
Indiana
$594K +$2.13K +11 +0.4%
MBFW
412
Morton Brown Family Wealth
Pennsylvania
$586K -$4.84K -25 -0.9%
CWM
413
Cornerstone Wealth Management
Missouri
$586K +$20.4K +105 +4%
AA
414
Addison Advisors
Vermont
$585K -$6.78K -35 -1%
CPA
415
Cardiff Park Advisors
California
$584K -$41.3K -213 -7%
IWN
416
Independent Wealth Network
Iowa
$583K +$117K +605 +27%
TC
417
TownSquare Capital
Utah
$577K +$48.8K +252 +10%
3LCM
418
3D/L Capital Management
Connecticut
$576K +$6.98K +36 +1%
BWP
419
Bernardo Wealth Planning
Pennsylvania
$566K – – –
WP
420
WealthSource Partners
California
$565K -$26.9K -139 -5%
WA
421
Wambolt & Associates
Colorado
$556K +$16.3K +84 +3%
LRPA
422
L. Roy Papp & Associates
Arizona
$556K – – –
WB
423
WesBanco Bank
West Virginia
$553K -$218K -1,125 -29%
1IA
424
1834 Investment Advisors
Wisconsin
$550K -$30K -155 -5%
SC
425
Sepio Capital
Utah
$549K -$13.4K -69 -3%
15 16
17
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