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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
576
Winthrop Advisory Group
Massachusetts
$220K -$13K -59 -6%
CM
577
Columbus Macro
Pennsylvania
$220K +$218K +986 New
EAM
578
Evanson Asset Management
California
$220K +$218K +988 New
AT
579
American Trust
Kentucky
$220K +$218K +989 New
NFP
580
Narus Financial Partners
Utah
$219K +$217K +981 New
MWA
581
Martel Wealth Advisors
Washington
$217K +$221 +1 +0.1%
FPCG
582
Fort Pitt Capital Group
Pennsylvania
$215K – – –
TA
583
TFG Advisers
Michigan
$211K -$23.2K -105 -10%
TW
584
Towerpoint Wealth
California
$211K – – –
RSS
585
Rosenblum Silverman Sutton
California
$211K +$209K +945 New
WIA
586
Westbourne Investment Advisors
Maryland
$210K – – –
LHWM
587
Lake Hills Wealth Management
Texas
$209K -$481K -2,180 -70%
PCP
588
Proficio Capital Partners
Massachusetts
$209K – – –
ADL
589
Asset Dedication LLC
California
$208K +$95.1K +431 +86%
AG
590
Ascent Group
Virginia
$207K +$205K +927 New
HAS
591
HBW Advisory Services
California
$206K -$117K -528 -36%
WA
592
Wealth Architects
California
$206K +$204K +924 New
CA
593
CoreCap Advisors
Michigan
$205K -$8.61K -39 -4%
AIA
594
Arbor Investment Advisors
North Carolina
$205K – – –
LSPW
595
Lake Street Private Wealth
Illinois
$205K – – –
APW
596
Aurora Private Wealth
New Jersey
$205K +$16.1K +73 +9%
SFS
597
Summit Financial Strategies
Ohio
$204K – – –
CPIG
598
Chicago Partners Investment Group
Illinois
$203K -$3.53K -16 -1%
OGF
599
Orin Green Financial
California
$200K +$198K +897 New
CSB
600
City State Bank
Iowa
$197K +$22.1K +100 +13%
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