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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPWA
351
Cerro Pacific Wealth Advisors
California
$11.5M +$614K +3,168 +6%
GWSA
352
Global Wealth Strategies & Associates
Colorado
$11.5M +$891K +4,598 +9%
GWM
353
Global Wealth Management
New Jersey
$11.5M +$165K +851 +2%
BFS
354
Bradley Foster & Sargent
Connecticut
$11.5M +$1.4M +7,236 +15%
WP
355
WealthShield Partners
North Carolina
$11.4M +$121K +623 +1%
CWA
356
Cascade Wealth Advisors
Washington
$11.4M +$1.68M +8,647 +19%
SWM
357
Segment Wealth Management
Texas
$11.4M +$33.5K +173 +0.3%
FBB
358
Fulton Breakefield Broenniman
Maryland
$11.3M +$360K +1,857 +3%
CIA
359
Capital Investment Advisors
Georgia
$11.3M +$65.9K +340 +0.6%
SWA
360
Stratos Wealth Advisors
Ohio
$11.2M +$96.7K +499 +0.9%
PC
361
Pecaut & Co
Iowa
$11.2M +$179K +923 +2%
RWA
362
Rooted Wealth Advisors
Illinois
$11.2M +$212K +1,094 +2%
BFO
363
Boston Family Office
Massachusetts
$11.2M +$310K +1,600 +3%
WTC
364
WhitTier Trust Company
Nevada
$11.2M -$320K -1,651 -3%
WFA
365
Websterrogers Financial Advisors
South Carolina
$11.1M +$713K +3,678 +7%
RIA
366
Regal Investment Advisors
Michigan
$11.1M +$133K +686 +1%
CFA
367
CWS Financial Advisors
Michigan
$11M +$903K +4,660 +9%
CAL
368
Capital Analysts LLC
Pennsylvania
$11M +$92.8K +479 +0.9%
Bessemer Group
369
Bessemer Group
New Jersey
$10.9M -$716K -3,692 -6%
Mirae Asset Global Investments
370
Mirae Asset Global Investments
South Korea
$10.9M -$329K -1,700 -3%
SWA
371
Safir Wealth Advisors
New Hampshire
$10.8M +$172K +885 +2%
VM
372
VPR Management
Texas
$10.8M
SB
373
Strategic Blueprint
Georgia
$10.8M -$508K -2,622 -5%
WLIM
374
White Lighthouse Investment Management
Massachusetts
$10.6M +$160K +828 +2%
GAM
375
Gotham Asset Management
New York
$10.5M +$499K +2,574 +5%