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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
551
Trilogy Capital
California
$2.95M +$332K +2,082 +12%
AFM
552
Abbot Financial Management
Massachusetts
$2.95M +$131K +823 +4%
CG
553
Caprock Group
Idaho
$2.95M +$5.26K +33 +0.2%
IWM
554
IHT Wealth Management
Illinois
$2.94M -$1.37M -8,598 -31%
SMG
555
Spectrum Management Group
Indiana
$2.91M +$901K +5,656 +43%
SFS
556
Sowell Financial Services
Arkansas
$2.9M -$696K -4,366 -19%
PAMG
557
Patton Albertson Miller Group
Tennessee
$2.9M -$7.17K -45 -0.2%
MFA
558
Mayflower Financial Advisors
Massachusetts
$2.84M +$50.8K +319 +2%
MFW
559
Meristem Family Wealth
Minnesota
$2.77M +$1.26M +7,907 +78%
OCG
560
Opus Capital Group
Ohio
$2.75M -$25K -157 -0.9%
SW
561
StrongBox Wealth
Missouri
$2.73M -$21K -132 -0.7%
KeyBank National Association
562
KeyBank National Association
Ohio
$2.71M +$63.7K +400 +2%
YWP
563
YorkBridge Wealth Partners
New York
$2.71M +$35.1K +220 +1%
TFGT
564
TS Financial Group (TSFG)
Illinois
$2.69M +$149K +934 +6%
NAS
565
Nicolet Advisory Services
Wisconsin
$2.69M -$33.5K -210 -1%
SCA
566
St. Clair Advisors
Ohio
$2.69M – – –
TP
567
Tranquility Partners
Tennessee
$2.66M +$165K +1,037 +6%
WAP
568
Wealthcare Advisory Partners
Pennsylvania
$2.63M -$821K -5,149 -23%
NFG
569
Nations Financial Group
Iowa
$2.6M -$76K -477 -3%
HC
570
Hoese & Co
Minnesota
$2.55M -$69.3K -435 -3%
COF
571
Capital One Financial
Virginia
$2.55M -$285K -1,791 -10%
BAM
572
Belpointe Asset Management
Nevada
$2.54M -$130K -817 -5%
SCM
573
Spreng Capital Management
Ohio
$2.53M +$23.1K +145 +0.9%
CIC
574
Cutler Investment Counsel
Oregon
$2.51M +$96.7K +607 +4%
BFS
575
Bradley Foster & Sargent
Connecticut
$2.51M +$402K +2,522 +18%