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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
H
351
HoyleCohen
California
$1.56M -$21.5K -200 -1%
IF
352
IRON Financial
Illinois
$1.55M -$157K -1,459 -9%
PFC
353
Personal Financial Consultants
California
$1.55M +$1.5M +13,978 New
LSAG
354
Lake Street Advisors Group
New Hampshire
$1.54M
NEGWA
355
New England Guild Wealth Advisors
Connecticut
$1.54M -$57K -530 -4%
MSFP
356
Mark Sheptoff Financial Planning
Connecticut
$1.53M +$73.2K +681 +5%
KLI
357
Kelman-Lazarov Inc
Tennessee
$1.53M -$133K -1,237 -8%
GIM
358
Goelzer Investment Management
Indiana
$1.53M +$806K +7,500 +119%
Citadel Advisors
359
Citadel Advisors
Florida
$1.53M -$1.51M -14,010 -50%
LWCFA
360
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.51M +$16.7K +155 +1%
TVWM
361
Tower View Wealth Management
Wisconsin
$1.51M -$88.8K -826 -6%
TD Asset Management
362
TD Asset Management
Ontario, Canada
$1.49M -$25.5K -237 -2%
WBG
363
Wharton Business Group
Pennsylvania
$1.48M -$44.6K -415 -3%
Renaissance Technologies
364
Renaissance Technologies
New York
$1.47M +$430K +4,000 +43%
BRF
365
B. Riley Financial
California
$1.46M -$199K -1,848 -12%
PSUF
366
People's United Financial
Connecticut
$1.46M -$54.8K -510 -4%
SG
367
StoneX Group
New York
$1.45M +$172K +1,604 +14%
MIH
368
Madison Investment Holdings
Wisconsin
$1.45M -$80.2K -746 -5%
VR
369
Viridian RIA
Washington
$1.45M +$1.41M +13,080 New
PPA
370
Parametric Portfolio Associates
Washington
$1.45M +$15.3K +142 +1%
BCA
371
Bay Colony Advisors
Massachusetts
$1.43M -$19.7K -183 -1%
LNWWM
372
Laird Norton Wetherby Wealth Management
California
$1.43M
AIA
373
AIMZ Investment Advisors
California
$1.42M -$101K -944 -7%
ONST
374
Old North State Trust
North Carolina
$1.41M +$1.37M +12,770 New
CA
375
Clearstead Advisors
Ohio
$1.4M +$150K +1,400 +12%