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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
501
Optimum Investment Advisors
Illinois
$230K -$11.4K -51 -5%
FPCG
502
Fort Pitt Capital Group
Pennsylvania
$230K +$1.79K +8 +0.8%
MWA
503
Martel Wealth Advisors
Washington
$229K +$224 +1 +0.1%
GP
504
Geneva Partners
Wisconsin
$229K +$217K +969 New
TW
505
Towerpoint Wealth
California
$224K -$3.36K -15 -2%
DSC
506
Duncker Streett & Co
Missouri
$223K -$5.83K -26 -3%
HFA
507
Hoover Financial Advisors
Pennsylvania
$223K – – –
WIA
508
Westbourne Investment Advisors
Maryland
$222K – – –
AWA
509
Arkadios Wealth Advisors
Georgia
$222K +$7.4K +33 +4%
PCP
510
Proficio Capital Partners
Massachusetts
$221K +$210K +937 New
LSPW
511
Lake Street Private Wealth
Illinois
$220K +$209K +931 New
AIA
512
Arbor Investment Advisors
North Carolina
$217K +$206K +919 New
MSAM
513
Moloney Securities Asset Management
Missouri
$216K -$36.3K -162 -15%
SFS
514
Summit Financial Strategies
Ohio
$216K +$205K +915 New
PGFC
515
Peapack-Gladstone Financial Corp
New Jersey
$214K -$70.6K -315 -26%
WSTAM
516
Wilbanks Smith & Thomas Asset Management
Virginia
$212K -$123K -550 -38%
BU
517
BBVA USA
Alabama
$211K +$200K +893 New
BIM
518
Bridges Investment Management
Nebraska
$207K +$197K +877 New
AIM
519
Acropolis Investment Management
Missouri
$206K – – –
SCM
520
Snow Capital Management
Pennsylvania
$204K +$194K +865 New
AAP
521
Arax Advisory Partners
Colorado
$203K +$192K +858 New
DWA
522
Douglass Winthrop Advisors
New York
$202K +$192K +855 New
LB
523
Legacy Bridge
Iowa
$195K – – –
SSC
524
Syverson Strege & Co
Iowa
$193K – – –
FP
525
Financial Perspectives
Minnesota
$192K -$38.9M -173,435 -100%
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