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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
WFPG
526
Waller Financial Planning Group
Ohio
$927K -$43.3K -150 -5%
SFP
527
Strategic Financial Partners
Oregon
$922K +$46.2K +160 +6%
NG
528
Norden Group
Utah
$921K -$55.1K -191 -6%
SEIA
529
Signature Estate & Investment Advisors
California
$919K -$354K -1,227 -29%
CIC
530
Carnegie Investment Counsel
Ohio
$918K +$8.94K +31 +1%
WEG
531
World Equity Group
Illinois
$917K +$24.5K +85 +3%
LWM
532
LightSquare Wealth Management
Michigan
$916K -$98.4K -341 -10%
SIA
533
SGL Investment Advisors
Montana
$916K +$100K +347 +13%
NSG
534
Nalls Sherbakoff Group
Tennessee
$913K -$37.8K -131 -4%
WCP
535
Wick Capital Partners
Pennsylvania
$907K -$10.4K -36 -1%
MWM
536
Mission Wealth Management
California
$906K +$480K +1,664 +129%
GG
537
Greenwood Gearhart
Arkansas
$903K +$214K +742 +34%
RWP
538
Revolve Wealth Partners
New Jersey
$900K -$12.7K -44 -1%
AWM
539
Aviso Wealth Management
Washington
$878K – – –
SWM
540
Steelhead Wealth Management
Virginia
$873K – – –
IWN
541
Independent Wealth Network
Iowa
$871K +$39.5K +137 +5%
PCA
542
Prosperity Capital Advisors
Ohio
$869K +$143K +496 +21%
SWP
543
Sagespring Wealth Partners
Tennessee
$864K -$3.17K -11 -0.4%
EFS
544
Essex Financial Services
Connecticut
$860K +$60.3K +209 +8%
KCM
545
Kanawha Capital Management
Virginia
$848K – – –
BBHC
546
Brown Brothers Harriman & Co
New York
$844K +$46.7K +162 +6%
FFA
547
Founders Financial Alliance
North Carolina
$843K +$577 +2 +0.1%
AA
548
Auxano Advisors
Washington
$843K -$1.97M -6,813 -71%
FHA
549
Flagship Harbor Advisors
Massachusetts
$835K +$29.1K +101 +4%
VFIC
550
Valley Forge Investment Consultants
Pennsylvania
$835K +$865 +3 +0.1%
20 21
22
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