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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
VBWMG
476
Von Berge Wealth Management Group
California
$302K – – –
KA
477
Klingman & Associates
New York
$301K +$968 +5 +0.3%
SFG
478
StrategIQ Financial Group
Indiana
$300K -$3.14M -16,208 -90%
CFC
479
Client First Capital
California
$298K +$329K +1,698 New
LNWWM
480
Laird Norton Wetherby Wealth Management
California
$294K – – –
HGWM
481
Harvest Group Wealth Management
Massachusetts
$294K +$293K +1,514 New
PCA
482
Personal Capital Advisors
California
$292K +$2.9K +15 +0.9%
SAM
483
Silvercrest Asset Management
New York
$291K – – –
BBA
484
BLB&B Advisors
Pennsylvania
$290K -$3.48K -18 -1%
KFGK
485
Keystone Financial Group (Kentucky)
Kentucky
$288K -$23.4K -121 -7%
SPIA
486
Steward Partners Investment Advisory
New York
$284K – – –
DWT
487
Dorsey & Whitney Trust
South Dakota
$283K -$9.29K -48 -3%
BBHC
488
Brown Brothers Harriman & Co
New York
$280K – – –
CWM
489
Castle Wealth Management
Florida
$279K +$307K +1,588 New
PIM
490
Penobscot Investment Management
Massachusetts
$277K +$194 +1 +0.1%
BFS
491
Bradley Foster & Sargent
Connecticut
$273K – – –
CPFP
492
Clear Perspectives Financial Planning
Ohio
$272K -$610K -3,152 -67%
SFA
493
Sequoia Financial Advisors
Ohio
$269K -$56.9K -294 -16%
JGIA
494
Jackson Grant Investment Advisers
Connecticut
$269K +$387 +2 +0.1%
AIM
495
Anchor Investment Management
South Carolina
$268K +$6.2K +32 +2%
GL
496
Graypoint LLC
New York
$267K +$295K +1,525 New
YWP
497
YorkBridge Wealth Partners
New York
$266K -$8.71K -45 -3%
AW
498
ACG Wealth
Georgia
$265K – – –
EA
499
Evolution Advisers
Virginia
$265K – – –
RA
500
RFG Advisory
Alabama
$265K +$8.32K +43 +3%
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