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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
751
Caldwell Trust
Florida
$2.02M -$68K -434 -3%
BB
752
Busey Bank
Illinois
$2.01M – – –
RGC
753
Roberts, Glore & Co
Illinois
$2.01M -$20.2K -129 -1%
WBCM
754
Wilson & Boucher Capital Management
California
$2.01M -$7.83K -50 -0.4%
Betterment LLC
755
Betterment LLC
New York
$2M -$94.1K -601 -5%
RC
756
Roundview Capital
New Jersey
$2M +$89.9K +574 +5%
9WM
757
9258 Wealth Management
Ohio
$2M -$157K -1,000 -8%
PIA
758
Perennial Investment Advisors
California
$1.98M +$70.5K +450 +4%
BCMLT
759
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.98M -$19.9K -127 -1%
RRA
760
Round Rock Advisors
Connecticut
$1.98M -$78.1K -499 -4%
CL
761
Choreo LLC
Illinois
$1.96M +$683K +4,364 +57%
CM
762
Cornerstone Management
Georgia
$1.95M -$34.5K -220 -2%
IIC
763
Ironwood Investment Counsel
Arizona
$1.95M -$89.7K -573 -5%
PSP
764
Principal Street Partners
Tennessee
$1.94M – – –
PHS
765
Pekin Hardy Strauss
Illinois
$1.94M +$30.5K +195 +2%
PGWM
766
Pitti Group Wealth Management
New York
$1.91M +$3.13K +20 +0.2%
BFIM
767
Beese Fulmer Investment Management
Ohio
$1.9M +$32.4K +207 +2%
HCM
768
Hall Capital Management
Rhode Island
$1.9M -$24.1K -154 -1%
CGPCS
769
Capital Group Private Client Services
California
$1.9M -$1.72K -11 -0.1%
MGIA
770
Matthew Goff Investment Advisor
Texas
$1.88M -$21K -134 -1%
MC
771
Miramar Capital
Illinois
$1.87M -$89.9K -574 -5%
CWP
772
Curated Wealth Partners
California
$1.87M -$37.1K -237 -2%
ACM
773
Advisors Capital Management
New Jersey
$1.87M -$62.5K -399 -3%
ACA
774
Atlas Capital Advisors
Wyoming
$1.87M -$119K -759 -6%
FCI
775
Financial Counselors Inc
Kansas
$1.87M -$87.2K -557 -5%