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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
LSWP
601
Liberty Square Wealth Partners
Pennsylvania
$475K – – –
FFL
602
Financial Freedom LLC
Ohio
$473K -$295K -1,136 -37%
MBFW
603
Morton Brown Family Wealth
Pennsylvania
$472K -$107K -410 -18%
SAW
604
Signal Advisors Wealth
Michigan
$470K +$217K +834 +77%
TC
605
Trilogy Capital
California
$470K – – –
HIP
606
HUB Investment Partners
Texas
$468K – – –
FFA
607
Farther Finance Advisors
California
$466K +$473K +1,818 +2,424%
VPP
608
Vertex Planning Partners
Illinois
$464K -$30.4K -117 -6%
RIM
609
Rockbridge Investment Management
New York
$463K -$153K -588 -24%
GFM
610
GEN Financial Management
Minnesota
$462K – – –
SAI
611
Savvy Advisors Inc
New York
$458K +$102K +393 +27%
SWM
612
SeaCrest Wealth Management
New York
$454K -$487K -1,873 -50%
FCH
613
Freestone Capital Holdings
Washington
$454K +$198K +762 +70%
MWA
614
Meridian Wealth Advisors
Texas
$454K -$96.2K -370 -17%
DP
615
Dearborn Partners
Illinois
$454K -$10.4K -40 -2%
WP
616
Wealthspan Partners
Iowa
$452K -$15.3K -59 -3%
SFG
617
Sovereign Financial Group
Connecticut
$452K -$1.56K -6 -0.3%
IC
618
Iconiq Capital
California
$450K – – –
IAN
619
Integrated Advisors Network
Texas
$448K -$28.3K -109 -6%
CA
620
Continuum Advisory
Idaho
$448K +$29.9K +115 +7%
GAM
621
Gotham Asset Management
New York
$445K +$149K +573 +46%
ACS
622
Archford Capital Strategies
Illinois
$441K – – –
PCM
623
Passive Capital Management
Maryland
$438K +$465K +1,789 New
MA
624
MCF Advisors
Kentucky
$436K – – –
HI
625
Horizon Investments
North Carolina
$428K +$48.4K +186 +12%
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25
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