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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
426
AMI Investment Management
Indiana
$509K – – –
PFM
427
Parsec Financial Management
North Carolina
$508K +$60.7K +275 +14%
LA
428
Latitude Advisors
Florida
$508K +$173K +785 +53%
WP
429
WealthSource Partners
California
$506K +$31.1K +141 +7%
SFS
430
Strategic Financial Services
New York
$504K – – –
NEWAS
431
N.E.W. Advisory Services
Wisconsin
$502K – – –
CHAM
432
Clear Harbor Asset Management
Connecticut
$494K -$117K -528 -19%
IA
433
IFP Advisors
Florida
$494K +$863K +3,909 +295%
SWM
434
Spire Wealth Management
Virginia
$492K -$32.9K -149 -6%
LWM
435
Laidlaw Wealth Management
New York
$491K -$5.74K -26 -1%
NWM
436
Northwest Wealth Management
Iowa
$486K -$4.86K -22 -1%
CJL
437
Cyrus J. Lawrence
New York
$486K +$481K +2,180 New
CPA
438
Cardiff Park Advisors
California
$485K +$96.7K +438 +25%
CIAS
439
Capital Investment Advisory Services
North Carolina
$484K +$53.2K +241 +12%
9WM
440
9258 Wealth Management
Ohio
$483K +$225K +1,021 +89%
CAMV
441
Concord Asset Management (Virginia)
Virginia
$483K +$27.6K +125 +6%
OPS
442
Orion Portfolio Solutions
Nebraska
$478K +$256K +1,158 +117%
MAM
443
Meeder Asset Management
Ohio
$477K -$125K -568 -21%
PL
444
Plancorp LLC
Missouri
$470K – – –
RMCM
445
Reynders McVeigh Capital Management
Massachusetts
$470K – – –
GRP
446
Global Retirement Partners
California
$466K +$571K +2,588 New
WCP
447
Wick Capital Partners
Pennsylvania
$464K -$19K -86 -4%
TNA
448
True North Advisors
Texas
$463K – – –
NP
449
NorthRock Partners
Minnesota
$463K +$1.54K +7 +0.3%
CFG
450
Citizens Financial Group
Rhode Island
$460K +$441 +2 +0.1%
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