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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
451
Parkside Advisors
California
$319K – – –
NSAM
452
North Star Asset Management
Wisconsin
$318K – – –
CHA
453
Carmichael Hill & Associates
Maryland
$317K +$39K +161 +14%
PIA
454
Pinion Investment Advisors
Kansas
$313K +$9.44K +39 +3%
CM
455
Capital Management
Virginia
$308K – – –
PSF
456
Pacific Sun Financial
California
$307K +$315K +1,300 New
CPO
457
Cerity Partners OCIO
New York
$304K – – –
SB
458
Strategic Blueprint
Georgia
$299K +$30.3K +125 +11%
ACP
459
Aveo Capital Partners
Colorado
$298K -$33.9K -140 -10%
BFPW
460
BOK Financial Private Wealth
Colorado
$295K -$16.2K -67 -5%
AWM
461
Apollon Wealth Management
South Carolina
$287K – – –
TC
462
Telemus Capital
Michigan
$283K +$242 +1 +0.1%
RBC
463
Roble Belko & Company
Pennsylvania
$282K – – –
RH
464
RFG Holdings
Texas
$281K +$242 +1 +0.1%
CRWM
465
Castle Rock Wealth Management
California
$273K +$242 +1 +0.1%
PFS
466
Prospera Financial Services
Texas
$270K -$67.5K -279 -20%
TPCW
467
TD Private Client Wealth
New York
$270K +$26.6K +110 +11%
MMPW
468
Mitchell McLeod Pugh & Williams
Alabama
$269K – – –
AWM
469
Aevitas Wealth Management
Massachusetts
$268K – – –
APSP
470
Asset Planning Services (Pennsylvania)
Pennsylvania
$267K – – –
SPA
471
Sentinel Pension Advisors
Massachusetts
$264K – – –
IA
472
IFP Advisors
Florida
$263K -$43.3K -179 -14%
IWA
473
IBEX Wealth Advisors
New Jersey
$262K +$242 +1 +0.1%
SDWMA
474
Schneider Downs Wealth Management Advisors
Pennsylvania
$261K +$268K +1,105 New
IWC
475
Integrated Wealth Concepts
Massachusetts
$260K -$38.3K -158 -13%
17 18
19
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