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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
726
Horst & Graben Wealth Management
Oregon
$839K +$353K +3,101 +76%
TC
727
Trust Company
Kansas
$838K -$58.5K -514 -7%
AAM
728
Autus Asset Management
Arizona
$831K +$337K +2,961 +72%
SSB
729
Sandy Spring Bank
Maryland
$825K -$28.8K -253 -3%
MSFP
730
Mark Sheptoff Financial Planning
Connecticut
$812K -$155K -1,359 -16%
PCM
731
Parsons Capital Management
Rhode Island
$811K -$39.6K -348 -5%
LFA
732
Lighthouse Financial Advisors
Maryland
$811K +$58.1K +510 +8%
LPIC
733
LeJeune Puetz Investment Counsel
Michigan
$809K
QWM
734
Quaker Wealth Management
New Jersey
$809K +$3.19K +28 +0.4%
NEWAS
735
N.E.W. Advisory Services
Wisconsin
$808K +$785K +6,892 New
TW
736
Towerpoint Wealth
California
$801K +$17.1K +150 +2%
EHC
737
Everett Harris & Co
California
$798K +$11.4K +100 +1%
FFG
738
Ford Financial Group
California
$791K +$6.03K +53 +0.8%
JWCA
739
J.W. Coons Advisors
Ohio
$785K +$78K +685 +11%
TC
740
Trilogy Capital
California
$781K -$7.67M -67,359 -91%
VDI
741
Vaughan David Investments
Illinois
$780K +$13.8K +121 +2%
CPC
742
Consolidated Planning Corp
Georgia
$773K
HCM
743
HMS Capital Management
Tennessee
$773K +$51.3K +451 +7%
TL
744
TrueWealth LLC
Georgia
$762K +$9.11K +80 +1%
EFL
745
ERn Financial LLC
Wisconsin
$761K -$11.7K -103 -2%
WMG
746
WESCAP Management Group
California
$757K
GIA
747
Guyasuta Investment Advisors
Pennsylvania
$754K +$43.3K +380 +6%
FPS
748
Fieldpoint Private Securities
Connecticut
$753K +$159K +1,400 +28%
MIAS
749
Mason Investment Advisory Services
Virginia
$747K
GIA
750
Gladstone Institutional Advisory
Florida
$739K -$7.86K -69 -1%