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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
576
Wealthstream Advisors
New York
$447K – – –
SFG
577
Sovereign Financial Group
Connecticut
$446K – – –
AL
578
Aspiriant LLC
California
$445K – – –
RMDI
579
R.M. Davis Inc
Maine
$434K – – –
HI
580
Horizon Investments
North Carolina
$434K +$97.8K +420 +31%
MA
581
MCF Advisors
Kentucky
$434K – – –
SC
582
Sierra Capital
Florida
$433K -$307K -1,317 -43%
NEWAS
583
N.E.W. Advisory Services
Wisconsin
$428K -$5.12K -22 -1%
KCM
584
Kennicott Capital Management
California
$423K – – –
KA
585
Klingman & Associates
New York
$420K -$59.1K -254 -13%
CAM
586
Congress Asset Management
Massachusetts
$419K +$172K +738 +75%
TPW
587
Talon Private Wealth
Florida
$418K +$400K +1,718 New
SWM
588
Silverlake Wealth Management
Vermont
$415K +$111K +478 +39%
SB
589
Strategic Blueprint
Georgia
$414K -$27.7K -119 -7%
AF
590
Advisornet Financial
Minnesota
$414K -$35.6K -153 -8%
RFS
591
Richardson Financial Services
Massachusetts
$413K – – –
IFWM
592
Institute for Wealth Management
Colorado
$409K – – –
LNWWM
593
Laird Norton Wetherby Wealth Management
California
$409K – – –
UF
594
Univest Financial
Pennsylvania
$403K +$385K +1,654 New
CA
595
Continuum Advisory
Idaho
$400K +$12.6K +54 +4%
UAG
596
United Advisor Group
Ohio
$397K +$380K +1,632 New
FTDI
597
First Trust Direct Indexing
Massachusetts
$397K +$2.1K +9 +0.6%
IF
598
Ironwood Financial
Arizona
$396K +$379K +1,627 New
IAA
599
Independence Asset Advisors
Pennsylvania
$396K +$1.4K +6 +0.4%
VBWMG
600
Von Berge Wealth Management Group
California
$394K -$4.66K -20 -1%
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