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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
701
FMA Wealth Management
Massachusetts
$3.02M -$13K -72 -0.4%
PWM
702
Power Wealth Management
Georgia
$3.01M -$482K -2,679 -14%
Simplicity Wealth
703
Simplicity Wealth
New Jersey
$3M -$8.05M -44,717 -73%
FF
704
Farrell Financial
New York
$3M -$20K -111 -0.7%
WAG
705
Winthrop Advisory Group
Massachusetts
$3M +$53.5K +297 +2%
WWA
706
WCG Wealth Advisors
Nevada
$3M +$47K +261 +2%
KFA
707
Kelleher Financial Advisors
New York
$2.98M +$449K +2,492 +18%
SWM
708
SeaCrest Wealth Management
New York
$2.98M +$131K +728 +5%
MWM
709
Moulton Wealth Management
Washington
$2.97M +$49.3K +274 +2%
Brinker Capital Investments
710
Brinker Capital Investments
Pennsylvania
$2.96M +$26.6K +148 +0.9%
Orion Portfolio Solutions
711
Orion Portfolio Solutions
Nebraska
$2.96M +$26.6K +148 +0.9%
CA
712
CGN Advisors
Kansas
$2.95M -$96.8K -538 -3%
SMAM
713
Sugar Maple Asset Management
Wisconsin
$2.94M -$152K -843 -5%
PB
714
Pinnacle Bancorp
Nebraska
$2.94M +$28.8K +160 +1%
Chicago Partners Investment Group
715
Chicago Partners Investment Group
Illinois
$2.93M -$69.3K -385 -2%
SAM
716
Secure Asset Management
Michigan
$2.92M -$597K -3,317 -17%
Loring Wolcott & Coolidge Fiduciary Advisors
717
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.92M -$3.24K -18 -0.1%
MSAM
718
Moloney Securities Asset Management
Missouri
$2.88M +$12.4K +69 +0.4%
LRPA
719
L. Roy Papp & Associates
Arizona
$2.88M -$27K -150 -0.9%
NRI
720
NFP Retirement Inc
California
$2.88M -$18.2K -101 -0.6%
LFP
721
Leeward Financial Partners
Washington
$2.84M -$180 -1 -0%
TP
722
Tranquility Partners
Tennessee
$2.83M -$36.7K -204 -1%
TFA
723
Tobias Financial Advisors
Florida
$2.83M -$13.9K -77 -0.5%
BBWP
724
Beacon Bridge Wealth Partners
Pennsylvania
$2.82M -$111K -618 -4%
TFA
725
Transamerica Financial Advisors
Florida
$2.8M – – –