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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
551
Bernardo Wealth Planning
Pennsylvania
$833K – – –
BMCM
552
Burns Matteson Capital Management
New York
$821K -$33.2K -115 -4%
BIP
553
Bouvel Investment Partners
Pennsylvania
$819K -$20.2K -70 -3%
AF
554
Advisornet Financial
Minnesota
$817K +$7.5K +26 +1%
EA
555
Enclave Advisors
Texas
$814K – – –
SFS
556
Sowell Financial Services
Arkansas
$814K -$99.8K -346 -12%
IAIM
557
International Assets Investment Management
Florida
$810K +$471K +1,632 +158%
SQA
558
Simon Quick Advisors
New Jersey
$808K +$1.15K +4 +0.2%
BA
559
Bridgewater Advisors
New York
$807K – – –
DAS
560
Dynamic Advisor Solutions
Arizona
$802K -$4.62K -16 -0.6%
NP
561
NorthRock Partners
Minnesota
$800K -$32.3K -112 -4%
CHAM
562
Clear Harbor Asset Management
Connecticut
$799K +$288 +1 +0%
WTB
563
Washington Trust Bank
Washington
$799K -$865 -3 -0.1%
TSW
564
Thompson Siegel & Walmsley
Virginia
$797K – – –
GS
565
GWN Securities
Florida
$791K +$21.6K +75 +3%
SAM
566
Smartleaf Asset Management
Massachusetts
$788K – – –
RBFC
567
Roman Butler Fullerton & Co
Missouri
$783K – – –
WJWM
568
Williams Jones Wealth Management
New York
$777K -$247K -855 -25%
AIS
569
Advocate Investing Services
Maryland
$776K – – –
GIM
570
Goelzer Investment Management
Indiana
$774K +$27.1K +94 +4%
AFAS
571
Acorn Financial Advisory Services
Virginia
$770K -$1.73K -6 -0.2%
REMPR
572
Roof Eidam Maycock Peralta (REMP)
California
$760K – – –
BOM
573
Bank of Marin
California
$757K -$2.6K -9 -0.4%
WW
574
Waterfront Wealth
Kansas
$757K -$95.2K -330 -12%
SAM
575
Silvercrest Asset Management
New York
$757K – – –
21 22
23
24 25