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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
576
Newman Dignan & Sheerar Inc
Rhode Island
$437K – – –
FWM
577
Focused Wealth Management
New York
$433K +$204 +2 +0%
FNB
578
Farmers National Bank
Kentucky
$432K -$59K -579 -12%
MHIC
579
Marble Harbor Investment Counsel
Massachusetts
$430K -$2.04K -20 -0.5%
CCA
580
Clearwater Capital Advisors
Illinois
$430K – – –
ACM
581
Advisors Capital Management
New Jersey
$430K +$56.2K +551 +15%
PP
582
Patten & Patten
Tennessee
$426K – – –
FLPIM
583
F.L. Putnam Investment Management
Massachusetts
$424K -$421K -4,134 -50%
BC
584
Brinker Capital
Pennsylvania
$423K -$6.73K -66 -2%
CA
585
Calton & Associates
Florida
$422K -$96K -942 -19%
NL
586
NVWM LLC
Pennsylvania
$421K -$44.4K -436 -10%
MCM
587
MAI Capital Management
Ohio
$420K +$155K +1,525 +58%
DY
588
Dowling & Yahnke
California
$418K +$37.4K +367 +10%
BCM
589
Bienville Capital Management
New York
$414K +$306 +3 +0.1%
JWM
590
JGP Wealth Management
Oregon
$412K +$413K +4,055 New
BFO
591
Biltmore Family Office
North Carolina
$410K -$11.7K -115 -3%
FHA
592
First Horizon Advisors
Tennessee
$410K +$210K +2,056 +104%
SC
593
Savant Capital
Illinois
$408K – – –
AWS
594
AJ Wealth Strategies
New York
$403K – – –
Truist Financial
595
Truist Financial
North Carolina
$403K +$61.7K +605 +18%
CCM
596
Coe Capital Management
Illinois
$402K – – –
OWM
597
Orgel Wealth Management
Wisconsin
$402K +$28.6K +281 +8%
MWPCG
598
Measured Wealth Private Client Group
New Hampshire
$401K +$403K +3,949 New
BCM
599
Boltwood Capital Management
California
$398K – – –
MWM
600
Merriman Wealth Management
Washington
$396K -$21.4K -210 -5%