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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
526
Keystone Financial Group (Kentucky)
Kentucky
$4.22M +$155K +942 +4%
KWM
527
Kaydan Wealth Management
Michigan
$4.18M +$4.01M +24,326 New
HA
528
Hofer & Associates
California
$4.17M +$4.01M +24,311 New
SCI
529
S&CO Inc
Massachusetts
$4.17M – – –
PFG
530
Pinnacle Financial Group
Illinois
$4.16M +$4M +24,243 New
Independent Financial Group
531
Independent Financial Group
California
$4.15M +$401K +2,432 +11%
SL
532
Stevard LLC
Illinois
$4.14M -$1.87M -11,366 -32%
Choate Investment Advisors
533
Choate Investment Advisors
Massachusetts
$4.11M -$225K -1,363 -5%
Boston Financial Management
534
Boston Financial Management
Massachusetts
$4.11M -$126K -763 -3%
AIFAIM
535
American Institute for Advanced Investment Management
Arizona
$4.1M -$102K -621 -3%
GCL
536
Gouws Capital LLC
North Carolina
$4.1M +$3.94M +23,885 New
CIM
537
Corda Investment Management
Texas
$4.09M +$152K +921 +4%
TFA
538
Tobias Financial Advisors
Florida
$4.09M +$1.4M +8,516 +56%
PWMG
539
Pinnacle Wealth Management Group
Michigan
$4.08M -$668K -4,053 -15%
BIA
540
Bell Investment Advisors
California
$4.06M -$45.5K -276 -1%
RWM
541
Raffa Wealth Management
District of Columbia
$4.05M – – –
Personal Capital Advisors
542
Personal Capital Advisors
California
$4.03M +$405K +2,460 +12%
C1AG
543
Client 1st Advisory Group
Florida
$4M -$14.8K -90 -0.4%
WAL
544
W Advisors LLC
Tennessee
$3.98M +$3.83M +23,207 New
FMN
545
Financial Management Network
California
$3.98M +$40.4K +245 +1%
CM
546
Cornerstone Management
Georgia
$3.96M -$60.5K -367 -2%
LCS
547
Levin Capital Strategies
New York
$3.95M – – –
LHEI
548
Leo H. Evart Inc
California
$3.95M +$3.79M +23,001 New
IFS
549
Intelligent Financial Strategies
Minnesota
$3.94M +$3.78M +22,962 New
JPG
550
Jordan Park Group
California
$3.93M -$9.06K -55 -0.2%