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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
751
Independent Advisor Alliance
North Carolina
$434K +$425K +3,602 New
FSC
752
Full Sail Capital
Oklahoma
$432K +$36.1K +306 +9%
TF
753
TimeScale Financial
Massachusetts
$431K -$46.5K -394 -10%
Vanguard Capital Wealth Advisors
754
Vanguard Capital Wealth Advisors
Colorado
$431K – – –
AFG
755
Albion Financial Group
Utah
$430K +$17.8K +151 +4%
CW
756
CreativeOne Wealth
Kansas
$427K +$141K +1,192 +50%
SLA
757
Silver Lake Advisory
Utah
$425K +$91.9K +779 +28%
CT
758
Cambridge Trust
Massachusetts
$423K -$23.6K -200 -5%
GTAM
759
Global Trust Asset Management
Florida
$422K – – –
CFG
760
Citizens Financial Group
Rhode Island
$414K +$178K +1,510 +77%
EFS
761
Essex Financial Services
Connecticut
$410K -$112K -947 -22%
ST
762
Sageworth Trust
Pennsylvania
$410K +$64.1K +543 +19%
BWM
763
Baystate Wealth Management
Massachusetts
$410K +$107K +906 +36%
ATPW
764
Ashton Thomas Private Wealth
Arizona
$409K -$71.2K -604 -15%
FCA
765
FinTrust Capital Advisors
South Carolina
$409K – – –
BFO
766
Biltmore Family Office
North Carolina
$409K +$403K +3,419 New
BIA
767
BHK Investment Advisors
Alabama
$407K +$41.3K +350 +11%
TCOO
768
Trust Company of Oklahoma
Oklahoma
$407K – – –
PG
769
Patten Group
Tennessee
$406K +$6.49K +55 +2%
MCM
770
Murphy Capital Management
New Jersey
$406K +$41.3K +350 +11%
GCA
771
Gradient Capital Advisors
California
$403K -$56.7K -481 -12%
OSNBOA
772
Old Second National Bank of Aurora
Illinois
$403K – – –
TWA
773
TCI Wealth Advisors
Arizona
$402K +$82.9K +703 +26%
CGA
774
Crescent Grove Advisors
Illinois
$399K – – –
FPS
775
Fieldpoint Private Securities
Connecticut
$396K -$737K -6,248 -65%