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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
501
Anchor Investment Management
South Carolina
$381K – – –
LA
502
Latitude Advisors
Florida
$381K +$252 +1 +0.1%
EA
503
Evolution Advisers
Virginia
$380K +$377K +1,494 New
VBWMG
504
Von Berge Wealth Management Group
California
$379K +$431K +1,711 New
MAG
505
Mayfair Advisory Group
Alabama
$378K – – –
RIA
506
Realta Investment Advisors
Delaware
$375K – – –
DWM
507
Destination Wealth Management
California
$374K +$504 +2 +0.1%
AWM
508
Apollon Wealth Management
South Carolina
$374K +$63.3K +251 +21%
ANTB
509
AMG National Trust Bank
Colorado
$371K – – –
HAS
510
HBW Advisory Services
California
$370K -$2.17M -8,599 -86%
SAM
511
Silvercrest Asset Management
New York
$369K – – –
FCH
512
Freestone Capital Holdings
Washington
$367K +$363K +1,442 New
VIM
513
Vista Investment Management
Pennsylvania
$365K -$2.27K -9 -0.6%
FM
514
Family Management
New York
$360K -$3.78K -15 -1%
WAP
515
Wealthcare Advisory Partners
Pennsylvania
$354K +$350K +1,390 New
IFWM
516
Institute for Wealth Management
Colorado
$352K -$62.3K -247 -15%
WFA
517
Wells Financial Advisors
Massachusetts
$352K – – –
PA
518
Parkside Advisors
California
$344K – – –
PCA
519
Pallas Capital Advisors
Massachusetts
$344K +$3.02K +12 +0.8%
PSF
520
Pacific Sun Financial
California
$344K +$12.6K +50 +4%
PIFP
521
Partners in Financial Planning
Virginia
$344K +$252 +1 +0.1%
NSAM
522
North Star Asset Management
Wisconsin
$343K – – –
IA
523
IFP Advisors
Florida
$339K +$61.8K +245 +23%
CHA
524
Carmichael Hill & Associates
Maryland
$337K -$4.03K -16 -1%
CPO
525
Cerity Partners OCIO
New York
$337K +$9.58K +38 +3%
19 20
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