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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
576
Tiedemann Advisors
New York
$425K +$411K +4,174 New
SEIA
577
Signature Estate & Investment Advisors
California
$420K -$24K -244 -6%
MWM
578
Merriman Wealth Management
Washington
$419K -$33.5K -340 -8%
IAM
579
Integre Asset Management
New York
$416K -$108K -1,092 -21%
CCM
580
Coe Capital Management
Illinois
$414K
TSWM
581
Triangle Securities Wealth Management
North Carolina
$413K -$3.45K -35 -0.9%
PP
582
PrairieView Partners
Minnesota
$412K +$398K +4,037 New
SCA
583
STALEY CAPITAL ADVISERS
Pennsylvania
$410K -$19.7K -200 -5%
SMC
584
Smith, Moore & Co
Missouri
$408K +$115K +1,172 +41%
FWM
585
Focused Wealth Management
New York
$406K -$27.8K -282 -7%
AWS
586
AJ Wealth Strategies
New York
$405K +$169K +1,713 +76%
PP
587
Patten & Patten
Tennessee
$400K
BCM
588
Boltwood Capital Management
California
$399K
CT
589
Cambridge Trust
Massachusetts
$396K +$383K +3,886 New
IWM
590
IHT Wealth Management
Illinois
$395K +$271K +2,749 +264%
TIM
591
Tortoise Investment Management
New York
$394K
OWM
592
Orgel Wealth Management
Wisconsin
$391K
DY
593
Dowling & Yahnke
California
$382K
Truist Financial
594
Truist Financial
North Carolina
$382K +$369K +3,744 New
QCMC
595
Quantum Capital Management (California)
California
$377K -$4.23K -43 -1%
LPT
596
Legacy Private Trust
Wisconsin
$376K +$5.42K +55 +2%
MWP
597
MYCIO Wealth Partners
Pennsylvania
$371K +$55.6K +565 +18%
RC
598
RegentAtlantic Capital
New Jersey
$370K -$16.5K -168 -4%
AB
599
AT Bancorp
Iowa
$370K +$81.5K +828 +30%
VWM
600
Venturi Wealth Management
Texas
$369K +$356K +3,620 New