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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
501
Clarus Wealth Advisors
Arizona
$386K +$409K +1,622 New
AW
502
ACG Wealth
Georgia
$384K +$381K +1,510 New
NAMP
503
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$383K – – –
AIM
504
Anchor Investment Management
South Carolina
$381K – – –
LA
505
Latitude Advisors
Florida
$381K +$252 +1 +0.1%
EA
506
Evolution Advisers
Virginia
$380K +$377K +1,494 New
VBWMG
507
Von Berge Wealth Management Group
California
$379K +$431K +1,711 New
MAG
508
Mayfair Advisory Group
Alabama
$378K – – –
RIA
509
Realta Investment Advisors
Delaware
$375K – – –
DWM
510
Destination Wealth Management
California
$374K +$504 +2 +0.1%
AWM
511
Apollon Wealth Management
South Carolina
$374K +$63.3K +251 +21%
ANTB
512
AMG National Trust Bank
Colorado
$371K – – –
HAS
513
HBW Advisory Services
California
$370K -$2.17M -8,599 -86%
SAM
514
Silvercrest Asset Management
New York
$369K – – –
FCH
515
Freestone Capital Holdings
Washington
$367K +$363K +1,442 New
VIM
516
Vista Investment Management
Pennsylvania
$365K -$2.27K -9 -0.6%
FM
517
Family Management
New York
$360K -$3.78K -15 -1%
WAP
518
Wealthcare Advisory Partners
Pennsylvania
$354K +$350K +1,390 New
IFWM
519
Institute for Wealth Management
Colorado
$352K -$62.3K -247 -15%
WFA
520
Wells Financial Advisors
Massachusetts
$352K – – –
PA
521
Parkside Advisors
California
$344K – – –
PCA
522
Pallas Capital Advisors
Massachusetts
$344K +$3.02K +12 +0.8%
PSF
523
Pacific Sun Financial
California
$344K +$12.6K +50 +4%
PIFP
524
Partners in Financial Planning
Virginia
$344K +$252 +1 +0.1%
NSAM
525
North Star Asset Management
Wisconsin
$343K – – –
19 20
21
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