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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAS
451
Brown Advisory Securities
Maryland
$761K -$320K -3,252 -30%
SAA
452
Southeast Asset Advisors
Georgia
$759K -$45.3K -460 -6%
CF
453
Centaurus Financial
California
$758K +$732K +7,432 New
SCG
454
Sonata Capital Group
Washington
$757K +$2.46K +25 +0.3%
KTA
455
Keeley-Teton Advisors
Illinois
$754K +$182K +1,850 +33%
BOS
456
Bingham Osborn & Scarborough
California
$752K +$487K +4,942 +204%
WDL
457
Well Done LLC
Michigan
$750K
SAM
458
Shamrock Asset Management
Texas
$743K +$8.47K +86 +1%
NFG
459
Nadler Financial Group
Illinois
$741K
CAC
460
Certified Advisory Corp
Florida
$738K +$712K +7,235 New
EWM
461
Evercore Wealth Management
New York
$736K +$788 +8 +0.1%
GRP
462
Global Retirement Partners
California
$736K +$402K +4,079 +130%
BRWA
463
B. Riley Wealth Advisors
Florida
$735K +$46K +467 +7%
CGL
464
Clarius Group LLC
Washington
$733K
TL
465
TrueWealth LLC
Georgia
$732K +$707K +7,176 New
IIC
466
Ironwood Investment Counsel
Arizona
$731K -$39.4K -400 -5%
FTUS
467
Flow Traders U.S.
New York
$730K +$705K +7,155 New
SC
468
Stratford Consulting
Texas
$729K +$3.64K +37 +0.5%
ACP
469
Aviance Capital Partners
Florida
$724K -$19.6K -199 -3%
Carson Wealth (CWM LLC)
470
Carson Wealth (CWM LLC)
Nebraska
$724K +$37.8K +384 +6%
SWM
471
SeaCrest Wealth Management
New York
$714K +$689K +7,002 New
EC
472
Estate Counselors
Wisconsin
$704K
GHA
473
GW Henssler & Associates
Georgia
$704K +$52.7K +535 +8%
EWM
474
Empirical Wealth Management
Washington
$702K -$99.6K -1,012 -13%
SPI
475
Santori & Peters Inc
Pennsylvania
$699K +$690K +7,006 New