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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
401
Cypress Wealth Services
California
$912K +$132K +1,270 +16%
KA
402
Klingman & Associates
New York
$903K +$311 +3 +0%
ATFA
403
All Terrain Financial Advisors
Minnesota
$894K -$71.6K -691 -7%
BL
404
BFSG LLC
California
$894K -$30.1K -290 -3%
SFS
405
Sowell Financial Services
Arkansas
$888K +$7.98K +77 +0.9%
CHA
406
Cooper/Haims Advisors
New York
$878K
RI
407
Ridgewood Investments
New Jersey
$866K +$207 +2 +0%
LPIC
408
LeJeune Puetz Investment Counsel
Michigan
$859K
BCP
409
Blue Chip Partners
Michigan
$859K +$5.18K +50 +0.6%
POIA
410
Pin Oak Investment Advisors
Texas
$852K -$152K -1,464 -15%
TC
411
Trust Company
Kansas
$849K -$51.8K -500 -6%
CWM
412
Cranbrook Wealth Management
Michigan
$849K +$2.8K +27 +0.3%
EHC
413
Everett Harris & Co
California
$848K
BA
414
Boston Advisors
Massachusetts
$847K +$23K +222 +3%
Carson Wealth (CWM LLC)
415
Carson Wealth (CWM LLC)
Nebraska
$847K +$134K +1,288 +18%
LP
416
LGL Partners
Pennsylvania
$846K -$2.95M -28,464 -77%
KIA
417
KCM Investment Advisors
California
$845K
CB
418
Chemical Bank
Michigan
$839K -$731K -7,050 -46%
FLPIM
419
F.L. Putnam Investment Management
Massachusetts
$839K -$31.8K -307 -4%
MOS
420
MGO One Seven
Ohio
$838K +$193K +1,865 +29%
IC
421
Iconiq Capital
California
$836K
CF
422
Centaurus Financial
California
$832K +$82.8K +799 +11%
NWP
423
Northstar Wealth Partners
Connecticut
$827K -$192K -1,853 -18%
KP
424
Keel Point
Alabama
$826K -$37.1K -358 -4%
FPFS
425
First Personal Financial Services
North Carolina
$823K +$196K +1,893 +30%