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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CC
801
Claybrook Capital
Massachusetts
$359K – – –
Toronto Dominion Bank
802
Toronto Dominion Bank
Ontario, Canada
$355K +$350K +2,971 New
S
803
SimplyRich
California
$354K – – –
GFS
804
GYL Financial Synergies
Connecticut
$353K +$38.7K +328 +13%
LWM
805
Lyell Wealth Management
California
$352K -$64.9K -550 -16%
SMG
806
Smart Money Group
Texas
$352K +$1.53K +13 +0.4%
CWP
807
Capital Wealth Planning
Florida
$351K +$11.9K +101 +4%
SDWMA
808
Schneider Downs Wealth Management Advisors
Pennsylvania
$347K – – –
RG
809
Rikoon Group
New Mexico
$343K +$472 +4 +0.1%
HMC
810
Harvard Management Company
Massachusetts
$342K – – –
SDAM
811
Shulman DeMeo Asset Management
New York
$341K +$472 +4 +0.1%
BOTW
812
Bank of the West
California
$341K +$76.7K +650 +30%
RF
813
RHS Financial
California
$340K – – –
AOWM
814
Alpha Omega Wealth Management
Virginia
$337K -$12.9K -109 -4%
WPA
815
West Paces Advisors
Georgia
$336K – – –
ACM
816
Advisors Capital Management
New Jersey
$336K -$42K -356 -11%
JCM
817
Jacobi Capital Management
Pennsylvania
$334K +$944 +8 +0.3%
FWM
818
Focused Wealth Management
New York
$332K -$3.42K -29 -1%
FCFC
819
First Commonwealth Financial Corp
Pennsylvania
$332K – – –
FCB
820
First Command Bank
Texas
$331K – – –
FCFS
821
First Command Financial Services
Texas
$331K – – –
PWLP
822
Prio Wealth Limited Partnership
Massachusetts
$326K +$11.8K +100 +4%
OPA
823
Old Port Advisors
Maine
$324K -$34.2K -290 -10%
F
824
F3Logic
Minnesota
$323K -$183K -1,554 -36%
OWM
825
Orgel Wealth Management
Wisconsin
$323K – – –