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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
451
First Horizon Corporation
Tennessee
$9.31M -$897K -4,107 -9%
FF
452
Formulate Financial
Florida
$9.29M -$51.3K -235 -0.6%
LFAS
453
Level Four Advisory Services
Texas
$9.25M +$960K +4,392 +12%
CWA
454
Cascade Wealth Advisors
Washington
$9.25M +$483K +2,209 +6%
BRWA
455
B. Riley Wealth Advisors
Florida
$9.24M +$395K +1,809 +4%
BC
456
Brio Consultants
California
$9.24M -$127K -583 -1%
WF
457
Warner Financial
Maryland
$9.2M +$21K +96 +0.2%
PFA
458
Pathway Financial Advisors
Vermont
$9.19M +$655 +3 +0%
CPIG
459
Chicago Partners Investment Group
Illinois
$9.15M +$743K +3,400 +9%
MC
460
Moors & Cabot
Massachusetts
$9.11M +$492K +2,252 +6%
MCP
461
Miller Capital Partners
Michigan
$9.11M +$9.05M +41,432 New
SFM
462
Signet Financial Management
New Jersey
$9.09M -$37.1K -170 -0.4%
GG
463
Gleason Group
Kentucky
$9.09M +$72.1K +330 +0.8%
CIBC World Market
464
CIBC World Market
Ontario, Canada
$9.05M +$118K +539 +1%
IFG
465
Independent Financial Group
California
$9.03M -$9.39K -43 -0.1%
GAG
466
GM Advisory Group
New York
$8.96M +$6.34M +29,019 +247%
ERFOTCOFW
467
Employees Retirement Fund of the City of Fort Worth
Texas
$8.93M +$7.91M +36,200 +813%
AIP
468
Alexis Investment Partners
Texas
$8.9M +$671K +3,070 +8%
KCAM
469
Kagan Cocozza Asset Management
New Jersey
$8.87M +$422K +1,932 +5%
MWM
470
Mascoma Wealth Management
New Hampshire
$8.87M +$262K +1,199 +3%
GWMR
471
GC Wealth Management RIA
Massachusetts
$8.79M -$3.14M -14,394 -26%
BVP
472
Bristlecone Value Partners
California
$8.77M +$8.72M +39,909 New
LGWM
473
Litman Gregory Wealth Management
California
$8.76M +$39.3K +180 +0.5%
CCM
474
Consolidated Capital Management
California
$8.74M -$15.6M -71,258 -64%
AWM
475
Apollon Wealth Management
South Carolina
$8.73M +$1.06M +4,839 +14%