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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
751
Simmons Bank
Arkansas
$1.26M +$2.03K +15 +0.2%
MI
752
Mercer Investments
Massachusetts
$1.25M +$10.8K +80 +0.9%
WMG
753
WESCAP Management Group
California
$1.25M -$53.9K -398 -4%
WWM
754
Windsor Wealth Management
Indiana
$1.25M -$12.7K -94 -1%
SAM
755
Smithbridge Asset Management
Pennsylvania
$1.24M -$209K -1,545 -15%
BFIM
756
Beese Fulmer Investment Management
Ohio
$1.24M -$13K -96 -1%
MA
757
MONECO Advisors
Connecticut
$1.23M -$50K -369 -4%
SMM
758
Stadion Money Management
Georgia
$1.23M – – –
BFO
759
Biltmore Family Office
North Carolina
$1.23M – – –
HFS
760
HBC Financial Services
Washington
$1.22M +$1.16M +8,582 +85,820%
Mission Wealth Management
761
Mission Wealth Management
California
$1.22M +$16.4K +121 +1%
IAIM
762
International Assets Investment Management
Florida
$1.21M +$1.61M +11,899 New
SWM
763
Sugarloaf Wealth Management
Georgia
$1.2M +$271 +2 +0%
NAMP
764
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.19M +$101K +745 +10%
VFIC
765
Valley Forge Investment Consultants
Pennsylvania
$1.19M +$1.14M +8,440 New
BL
766
BFSG LLC
California
$1.19M -$94.6K -698 -8%
MPW
767
Monterey Private Wealth
California
$1.18M +$93.1K +687 +9%
CFA
768
CWS Financial Advisors
Michigan
$1.18M +$363K +2,675 +47%
Brown Brothers Harriman & Co
769
Brown Brothers Harriman & Co
New York
$1.18M +$987K +7,280 +685%
KTA
770
Keeley-Teton Advisors
Illinois
$1.18M – – –
BOTW
771
Bank of the West
California
$1.17M – – –
SNS Financial Group
772
SNS Financial Group
Minnesota
$1.17M -$19.9K -147 -2%
CFD
773
Creative Financial Designs
Indiana
$1.16M +$34.8K +257 +3%
CWS
774
Cypress Wealth Services
California
$1.15M +$1.11M +8,162 New
AIA
775
Alera Investment Advisors
Illinois
$1.14M -$57.1K -421 -5%