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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
501
Synergy Asset Management
Washington
$890K +$631K +2,186 +243%
BMCM
502
Burns Matteson Capital Management
New York
$889K -$1.44K -5 -0.2%
WCP
503
Wick Capital Partners
Pennsylvania
$885K -$5.51M -19,108 -86%
AFG
504
Atomi Financial Group
New York
$883K +$552K +1,915 +176%
WPA
505
Wealth Preservation Advisors
Tennessee
$880K +$288 +1 +0%
CIC
506
Carnegie Investment Counsel
Ohio
$869K +$14.1K +49 +2%
WJWM
507
Williams Jones Wealth Management
New York
$869K -$682K -2,363 -44%
SWP
508
Sagespring Wealth Partners
Tennessee
$866K -$69.5K -241 -8%
GAM
509
Gotham Asset Management
New York
$861K +$150K +521 +22%
SFP
510
Strategic Financial Partners
Oregon
$859K -$25.1K -87 -3%
FCH
511
Freestone Capital Holdings
Washington
$857K +$315K +1,093 +60%
CPA
512
Cardiff Park Advisors
California
$856K +$577 +2 +0.1%
FFA
513
Founders Financial Alliance
North Carolina
$850K +$17K +59 +2%
LCWP
514
Legacy Capital Wealth Partners
Arkansas
$847K +$231K +799 +38%
CCC
515
Compass Capital Corp
Massachusetts
$837K – – –
RIS
516
Richmond Investment Services
Wisconsin
$831K -$31.2K -108 -4%
SW
517
SteelPeak Wealth
California
$826K +$183K +634 +29%
WW
518
Waterfront Wealth
Kansas
$821K – – –
IWN
519
Independent Wealth Network
Iowa
$819K -$5.48K -19 -0.7%
VFA
520
Valeo Financial Advisors
Indiana
$818K -$26K -90 -3%
AWM
521
Aviso Wealth Management
Washington
$816K – – –
RI
522
Ridgewood Investments
New Jersey
$814K -$11.8K -41 -1%
KCM
523
Kanawha Capital Management
Virginia
$813K – – –
RSS
524
Rosenblum Silverman Sutton
California
$812K +$86.5K +300 +12%
OCM
525
One Capital Management
California
$801K +$108K +373 +16%
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21
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