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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPI
476
Santori & Peters Inc
Pennsylvania
$699K +$690K +7,006 New
SB
477
Simmons Bank
Arkansas
$694K -$7.38K -75 -1%
AAS
478
Annex Advisory Services
Wisconsin
$692K +$15.5K +157 +2%
KPAG
479
KLS Professional Advisors Group
New York
$692K +$668K +6,786 New
MIM
480
Miller Investment Management
Pennsylvania
$690K – – –
KJWM
481
Kiley Juergens Wealth Management
Washington
$689K +$666K +6,761 New
RMCM
482
Reynders McVeigh Capital Management
Massachusetts
$688K +$60.1K +610 +10%
CAM
483
Crestone Asset Management
Colorado
$686K -$195K -1,976 -23%
CCT
484
Capital City Trust
Florida
$682K -$124K -1,262 -16%
CPA
485
Clear Perspective Advisors
Illinois
$682K – – –
NWM
486
Northwest Wealth Management
Iowa
$677K +$323K +3,284 +98%
DLCIG
487
D.L. Carlson Investment Group
New Hampshire
$673K -$21.3K -216 -3%
BW
488
Bison Wealth
Georgia
$668K -$9.16K -93 -1%
HCM
489
HMS Capital Management
Tennessee
$666K – – –
FCI
490
Financial Counselors Inc
Kansas
$665K +$88.9K +903 +16%
OIWM
491
OptiFour Integrated Wealth Management
Virginia
$662K +$639K +6,487 New
BA
492
BKS Advisors
Michigan
$660K -$55K -559 -8%
MOS
493
MGO One Seven
Ohio
$656K +$633K +6,427 New
LBC
494
Lowe Brockenbrough & Co
Virginia
$651K -$44.3K -450 -7%
PCM
495
Parsons Capital Management
Rhode Island
$650K +$3.45K +35 +0.6%
BFA
496
Benedict Financial Advisors
Georgia
$649K -$40.5K -411 -6%
LFS
497
Legacy Financial Strategies
Kansas
$649K +$626K +6,358 New
HH
498
Hilltop Holdings
Texas
$647K +$624K +6,340 New
CFIA
499
Cantor Fitzgerald Investment Advisors
New York
$642K – – –
FFG
500
Ford Financial Group
California
$640K +$605K +6,141 New