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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
701
FMA Wealth Management
Massachusetts
$2.79M +$2.63M +16,370 New
GIA
702
Gladstone Institutional Advisory
Florida
$2.79M +$1.14M +7,080 +76%
BFA
703
Beacon Financial Advisory
Ohio
$2.79M +$29.9K +186 +1%
CG
704
Caprock Group
Idaho
$2.76M +$265K +1,648 +11%
PCA
705
Pallas Capital Advisors
Massachusetts
$2.76M -$638K -3,968 -20%
BCI
706
Brinker Capital Investments
Pennsylvania
$2.72M -$620K -3,854 -19%
OPS
707
Orion Portfolio Solutions
Nebraska
$2.72M -$620K -3,854 -19%
CPIG
708
Chicago Partners Investment Group
Illinois
$2.72M -$322K -2,002 -11%
PCM
709
Parsons Capital Management
Rhode Island
$2.71M +$94.8K +589 +4%
PB
710
Pinnacle Bancorp
Nebraska
$2.71M +$10.6K +66 +0.4%
NRI
711
NFP Retirement Inc
California
$2.71M -$47.1K -293 -2%
LSIA
712
LaSalle St. Investment Advisors
Illinois
$2.7M -$113K -704 -4%
SFG
713
Sunburst Financial Group
Alabama
$2.68M -$9.81K -61 -0.4%
MWM
714
Mascoma Wealth Management
New Hampshire
$2.68M -$188K -1,167 -7%
TFA
715
Tobias Financial Advisors
Florida
$2.68M -$47.5K -295 -2%
FF
716
Farrell Financial
New York
$2.68M +$2.76M +17,141 New
TP
717
Tranquility Partners
Tennessee
$2.66M -$301K -1,869 -11%
LWMNY
718
Landmark Wealth Management (New York)
New York
$2.65M +$13.8K +86 +0.6%
WJWM
719
Williams Jones Wealth Management
New York
$2.65M -$311K -1,935 -11%
LFP
720
Leeward Financial Partners
Washington
$2.65M -$126K -780 -5%
HWM
721
Hohimer Wealth Management
Washington
$2.65M -$109K -676 -4%
RFA
722
Resurgent Financial Advisors
Georgia
$2.65M +$10.3K +64 +0.4%
FSA
723
Fort Sheridan Advisors
Illinois
$2.64M +$115K +717 +5%
MHS
724
M Holdings Securities
Oregon
$2.64M +$147K +913 +6%
GLA
725
Great Lakes Advisors
Illinois
$2.64M -$979K -6,084 -28%