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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
401
Spirepoint Private Client
Florida
$12.2M -$3.36M -14,653 -22%
MSFS
402
Main Street Financial Solutions
Pennsylvania
$12.2M -$121K -528 -1%
GWM
403
Global Wealth Management
New Jersey
$12.1M +$13.8K +60 +0.1%
SEIA
404
Signature Estate & Investment Advisors
California
$12.1M -$3M -13,055 -20%
WA1
405
Wimmer Associates 1
California
$12.1M +$866K +3,770 +8%
KWA
406
Kellett Wealth Advisors
Ohio
$11.9M +$658K +2,864 +6%
BIA
407
Bigelow Investment Advisors
Maine
$11.9M -$39.5K -172 -0.3%
TNB
408
Thomasville National Bank
Georgia
$11.8M +$11.5M +50,024 New
BBHC
409
Brown Brothers Harriman & Co
New York
$11.8M -$243K -1,059 -2%
SFS
410
Security Financial Services
Indiana
$11.8M +$20.2K +88 +0.2%
NP
411
NorthRock Partners
Minnesota
$11.8M +$28K +122 +0.2%
HPC
412
HM Payson & Co
Maine
$11.7M -$489K -2,130 -4%
KFGG
413
Keystone Financial Group (Georgia)
Georgia
$11.7M +$219K +953 +2%
NCM
414
Novare Capital Management
North Carolina
$11.7M -$242K -1,053 -2%
CAG
415
Crestwood Advisors Group
Massachusetts
$11.6M -$25.9K -113 -0.2%
MWM
416
Modern Wealth Management
Kansas
$11.6M +$641K +2,791 +6%
LIA
417
LS Investment Advisors
Michigan
$11.5M -$72.6K -316 -0.6%
TCOV
418
Trust Company of Vermont
Vermont
$11.4M +$11M +48,055 New
Citadel Advisors
419
Citadel Advisors
Florida
$11.3M +$11M +47,914 New
MWP
420
MYCIO Wealth Partners
Pennsylvania
$11.2M +$35.1K +153 +0.3%
CSB
421
City State Bank
Iowa
$11.2M +$280K +1,218 +3%
GHA
422
GW Henssler & Associates
Georgia
$11.1M +$178K +776 +2%
BFAG
423
Blackston Financial Advisory Group
Florida
$11.1M -$350K -1,526 -3%
RSEWM
424
River's Edge Wealth Management
Pennsylvania
$11.1M +$441K +1,919 +4%
LOWM
425
Laurel Oak Wealth Management
New Jersey
$11.1M -$309K -1,345 -3%