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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
526
Meridian Wealth Advisors
Texas
$499K +$110K +480 +28%
PCIA
527
Prime Capital Investment Advisors
Kansas
$497K -$542K -2,365 -52%
WP
528
Wealthspan Partners
Iowa
$496K -$9.86K -43 -2%
CJL
529
Cyrus J. Lawrence
New York
$495K – – –
EL
530
EWA LLC
Pennsylvania
$493K – – –
RIS
531
Retirement Income Solutions
Michigan
$492K – – –
MAS
532
Meeder Advisory Services
Ohio
$492K +$6.88K +30 +1%
OCM
533
One Capital Management
California
$489K – – –
CHAM
534
Clear Harbor Asset Management
Connecticut
$486K – – –
PIA
535
Powell Investment Advisors
Florida
$485K – – –
GIA
536
Gladstone Institutional Advisory
Florida
$482K -$52.3K -228 -10%
GWM
537
Geneos Wealth Management
Colorado
$481K +$14.7K +64 +3%
BBHC
538
Brown Brothers Harriman & Co
New York
$480K – – –
WA
539
WP Advisors
California
$478K – – –
CW
540
CreativeOne Wealth
Kansas
$475K -$208K -909 -31%
FMI
541
F/M Investments
District of Columbia
$473K +$473K +2,062 New
MSAM
542
Moloney Securities Asset Management
Missouri
$473K – – –
LCWP
543
Legacy Capital Wealth Partners
Arkansas
$470K +$469K +2,047 New
DI
544
DDFG Inc
California
$468K -$1.6K -7 -0.3%
LFAS
545
Level Four Advisory Services
Texas
$467K +$467K +2,035 New
BOM
546
Bank of Marin
California
$463K +$463K +2,018 New
VPP
547
Vertex Planning Partners
Illinois
$462K – – –
CAM
548
CPA Asset Management
Florida
$460K – – –
SW
549
SteelPeak Wealth
California
$460K -$116K -507 -20%
AFP
550
Advus Financial Partners
Florida
$459K – – –
20 21
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