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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
451
Wells Financial Advisors
Massachusetts
$326K – – –
PCA
452
Personal Capital Advisors
California
$320K +$12.8K +53 +4%
PA
453
Parkside Advisors
California
$319K – – –
NSAM
454
North Star Asset Management
Wisconsin
$318K – – –
CHA
455
Carmichael Hill & Associates
Maryland
$317K +$39K +161 +14%
PIA
456
Pinion Investment Advisors
Kansas
$313K +$9.44K +39 +3%
CM
457
Capital Management
Virginia
$308K – – –
PSF
458
Pacific Sun Financial
California
$307K +$315K +1,300 New
CPO
459
Cerity Partners OCIO
New York
$304K – – –
SB
460
Strategic Blueprint
Georgia
$299K +$30.3K +125 +11%
ACP
461
Aveo Capital Partners
Colorado
$298K -$33.9K -140 -10%
BFPW
462
BOK Financial Private Wealth
Colorado
$295K -$16.2K -67 -5%
AWM
463
Apollon Wealth Management
South Carolina
$287K – – –
TC
464
Telemus Capital
Michigan
$283K +$242 +1 +0.1%
RBC
465
Roble Belko & Company
Pennsylvania
$282K – – –
RH
466
RFG Holdings
Texas
$281K +$242 +1 +0.1%
CRWM
467
Castle Rock Wealth Management
California
$273K +$242 +1 +0.1%
PFS
468
Prospera Financial Services
Texas
$270K -$67.5K -279 -20%
TPCW
469
TD Private Client Wealth
New York
$270K +$26.6K +110 +11%
MMPW
470
Mitchell McLeod Pugh & Williams
Alabama
$269K – – –
AWM
471
Aevitas Wealth Management
Massachusetts
$268K – – –
APSP
472
Asset Planning Services (Pennsylvania)
Pennsylvania
$267K – – –
SPA
473
Sentinel Pension Advisors
Massachusetts
$264K – – –
IA
474
IFP Advisors
Florida
$263K -$43.3K -179 -14%
IWA
475
IBEX Wealth Advisors
New Jersey
$262K +$242 +1 +0.1%
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19
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