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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
476
Simmons Bank
Arkansas
$694K -$7.38K -75 -1%
AAS
477
Annex Advisory Services
Wisconsin
$692K +$15.5K +157 +2%
KPAG
478
KLS Professional Advisors Group
New York
$692K +$668K +6,786 New
MIM
479
Miller Investment Management
Pennsylvania
$690K
KJWM
480
Kiley Juergens Wealth Management
Washington
$689K +$666K +6,761 New
RMCM
481
Reynders McVeigh Capital Management
Massachusetts
$688K +$60.1K +610 +10%
CAM
482
Crestone Asset Management
Colorado
$686K -$195K -1,976 -23%
CPA
483
Clear Perspective Advisors
Illinois
$682K
NWM
484
Northwest Wealth Management
Iowa
$677K +$323K +3,284 +98%
DLCIG
485
D.L. Carlson Investment Group
New Hampshire
$673K -$21.3K -216 -3%
BW
486
Bison Wealth
Georgia
$668K -$9.16K -93 -1%
HCM
487
HMS Capital Management
Tennessee
$666K
FCI
488
Financial Counselors Inc
Kansas
$665K +$88.9K +903 +16%
OIWM
489
OptiFour Integrated Wealth Management
Virginia
$662K +$639K +6,487 New
BA
490
BKS Advisors
Michigan
$660K -$55K -559 -8%
MOS
491
MGO One Seven
Ohio
$656K +$633K +6,427 New
LBC
492
Lowe Brockenbrough & Co
Virginia
$651K -$44.3K -450 -7%
PCM
493
Parsons Capital Management
Rhode Island
$650K +$3.45K +35 +0.6%
BFA
494
Benedict Financial Advisors
Georgia
$649K -$40.5K -411 -6%
LFS
495
Legacy Financial Strategies
Kansas
$649K +$626K +6,358 New
HH
496
Hilltop Holdings
Texas
$647K +$624K +6,340 New
CFIA
497
Cantor Fitzgerald Investment Advisors
New York
$642K
FFG
498
Ford Financial Group
California
$640K +$605K +6,141 New
CB
499
Commerce Bank
Missouri
$639K -$118K -1,195 -16%
MFW
500
Mosaic Family Wealth
Missouri
$639K +$324K +3,292 +111%