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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
601
Morton Brown Family Wealth
Pennsylvania
$472K -$107K -410 -18%
SAW
602
Signal Advisors Wealth
Michigan
$470K +$217K +834 +77%
TC
603
Trilogy Capital
California
$470K – – –
HIP
604
HUB Investment Partners
Texas
$468K – – –
FFA
605
Farther Finance Advisors
California
$466K +$473K +1,818 +2,424%
VPP
606
Vertex Planning Partners
Illinois
$464K -$30.4K -117 -6%
RIM
607
Rockbridge Investment Management
New York
$463K -$153K -588 -24%
GFM
608
GEN Financial Management
Minnesota
$462K – – –
SAI
609
Savvy Advisors Inc
New York
$458K +$102K +393 +27%
SWM
610
SeaCrest Wealth Management
New York
$454K -$487K -1,873 -50%
FCH
611
Freestone Capital Holdings
Washington
$454K +$198K +762 +70%
MWA
612
Meridian Wealth Advisors
Texas
$454K -$96.2K -370 -17%
DP
613
Dearborn Partners
Illinois
$454K -$10.4K -40 -2%
WP
614
Wealthspan Partners
Iowa
$452K -$15.3K -59 -3%
SFG
615
Sovereign Financial Group
Connecticut
$452K -$1.56K -6 -0.3%
IC
616
Iconiq Capital
California
$450K – – –
IAN
617
Integrated Advisors Network
Texas
$448K -$28.3K -109 -6%
CA
618
Continuum Advisory
Idaho
$448K +$29.9K +115 +7%
GAM
619
Gotham Asset Management
New York
$445K +$149K +573 +46%
ACS
620
Archford Capital Strategies
Illinois
$441K – – –
PCM
621
Passive Capital Management
Maryland
$438K +$465K +1,789 New
MA
622
MCF Advisors
Kentucky
$436K – – –
HI
623
Horizon Investments
North Carolina
$428K +$48.4K +186 +12%
PMFA
624
Plante Moran Financial Advisors
Michigan
$428K -$40.3K -155 -8%
KCM
625
Kennicott Capital Management
California
$425K – – –
23 24
25
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