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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFM
551
Abbot Financial Management
Massachusetts
$789K +$158K +1,500 +26%
CGL
552
Clarius Group LLC
Washington
$788K
CFD
553
Creative Financial Designs
Indiana
$778K -$23.7K -225 -3%
GAM
554
Gould Asset Management
California
$777K
SAM
555
Shamrock Asset Management
Texas
$768K -$20.3K -193 -3%
PCM
556
Parsons Capital Management
Rhode Island
$765K +$23.9K +227 +3%
PCP
557
Proficio Capital Partners
Massachusetts
$759K -$411K -3,895 -36%
LPIC
558
LeJeune Puetz Investment Counsel
Michigan
$757K
WWM
559
Windsor Wealth Management
Indiana
$752K +$47.3K +449 +7%
MWM
560
Meridian Wealth Management
Kentucky
$748K +$2.11K +20 +0.3%
MLL
561
Moody Lynn & Lieberson
Massachusetts
$744K -$5.59K -53 -0.8%
PCMC
562
Private Capital Management (Colorado)
Colorado
$738K
FI
563
FormulaFolio Investments
Michigan
$737K -$191K -1,816 -21%
SC
564
Stratford Consulting
Texas
$737K
AWM
565
Altavista Wealth Management
North Carolina
$736K +$38.6K +366 +6%
WDL
566
Well Done LLC
Michigan
$731K +$15.3K +145 +2%
VF
567
Virtu Financial
New York
$726K +$698K +6,626 New
KPCM
568
Kings Point Capital Management
New York
$711K +$684K +6,487 New
HL
569
HeadInvest LLC
Maine
$709K -$595K -5,644 -47%
NWM
570
Northwest Wealth Management
Iowa
$708K
PCA
571
Personal Capital Advisors
California
$703K -$6.85K -65 -1%
ACM
572
Alpha Capital Management
Texas
$701K -$7.48K -71 -1%
FPFS
573
First Personal Financial Services
North Carolina
$699K -$13.3K -126 -2%
MFW
574
Mosaic Family Wealth
Missouri
$691K
BW
575
Bison Wealth
Georgia
$691K +$44.9K +426 +7%