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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
626
Strategic Financial Services
New York
$2.75M -$181K -1,119 -6%
MSA
627
Marino Stram & Associates
Massachusetts
$2.75M +$110K +684 +4%
NAS
628
Nicolet Advisory Services
Wisconsin
$2.74M -$56.8K -352 -2%
JWM
629
JGP Wealth Management
Oregon
$2.74M +$244K +1,512 +10%
COCM
630
Charter Oak Capital Management
New Hampshire
$2.74M +$72.1K +447 +3%
HGERS
631
Householder Group Estate & Retirement Specialist
Arizona
$2.72M -$375K -2,325 -12%
SW
632
StrongBox Wealth
Missouri
$2.72M -$184K -1,139 -6%
SIS
633
SVB Investment Services
Utah
$2.72M +$1.88M +11,645 +227%
KOMWMG
634
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.69M +$445K +2,761 +20%
B
635
Brightworth
Georgia
$2.67M +$62.6K +388 +2%
Cerity Partners
636
Cerity Partners
New York
$2.66M +$2.42M +14,970 +146%
PBF
637
Petix & Botte Financial
California
$2.65M +$1.32M +8,175 +100%
CIC
638
Cutler Investment Counsel
Oregon
$2.65M +$20.8K +129 +0.8%
LFP
639
Leeward Financial Partners
Washington
$2.64M
PWMG
640
Pinnacle Wealth Management Group
Michigan
$2.61M -$1.23M -7,622 -32%
FMII
641
Farmers & Merchants Investments Inc
Nebraska
$2.61M
ODIJL
642
One Day In July LLC
Vermont
$2.61M +$539K +3,341 +26%
FSA
643
Fort Sheridan Advisors
Illinois
$2.6M +$281K +1,739 +12%
BCMLT
644
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.6M +$2.59M +16,056 New
SIC
645
Salem Investment Counselors
North Carolina
$2.6M -$147K -912 -5%
JFG
646
JMG Financial Group
Illinois
$2.6M +$108K +669 +4%
BAM
647
Belpointe Asset Management
Nevada
$2.59M -$210K -1,299 -8%
TFO
648
Tarbox Family Office
California
$2.59M +$89.9K +557 +4%
BJL
649
Brighton Jones LLC
Washington
$2.58M +$158K +979 +7%
WFA
650
Wellspring Financial Advisors
Ohio
$2.58M -$91.8K -569 -3%