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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
626
Annex Advisory Services
Wisconsin
$526K -$34K -326 -6%
SFM
627
Signature Financial Management
Virginia
$521K +$554K +5,315 New
VAG
628
VisionPoint Advisory Group
Texas
$516K +$549K +5,266 New
CCP
629
Corient Capital Partners
California
$513K -$178K -1,705 -25%
LW
630
Linscomb Wealth
Texas
$513K -$13.3K -128 -2%
FA
631
FC Advisory
Pennsylvania
$510K +$3.13K +30 +0.6%
MSAM
632
Moloney Securities Asset Management
Missouri
$509K -$115K -1,106 -18%
RBCM
633
Raub Brock Capital Management
California
$508K -$9.8K -94 -2%
HW
634
Hamilton Wealth
California
$505K +$538K +5,155 New
BCM
635
Brookmont Capital Management
Texas
$502K -$626 -6 -0.1%
ACM
636
AlphaStar Capital Management
North Carolina
$500K -$55.9K -536 -9%
OIA
637
Optimum Investment Advisors
Illinois
$498K +$239K +2,294 +82%
DHFB
638
Dixon Hubard Feinour & Brown
Virginia
$497K -$20K -192 -4%
LRIA
639
Leonard Rickey Investment Advisors
Washington
$497K +$9.18K +88 +2%
CAM
640
Carret Asset Management
New York
$494K +$5.21K +50 +1%
SWM
641
SVA Wealth Management
Wisconsin
$494K +$268K +2,567 +104%
SWM
642
Stockman Wealth Management
Montana
$492K
FAG
643
Financial Advisory Group
Texas
$490K +$240K +2,300 +85%
SHGA
644
Sand Hill Global Advisors
California
$489K +$5.32K +51 +1%
GG
645
Gofen & Glossberg
Illinois
$480K -$75.4K -723 -13%
LPT
646
Legacy Private Trust
Wisconsin
$478K +$180K +1,728 +55%
First Manhattan
647
First Manhattan
New York
$477K
IWM
648
IHT Wealth Management
Illinois
$467K +$134K +1,287 +37%
S
649
Surevest
California
$464K +$494K +4,733 New
WF
650
Welch & Forbes
Massachusetts
$462K