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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSWM
76
Hubbell Strickland Wealth Management
Louisiana
$80.2M -$829K -3,612 -1%
BWFA
77
Baltimore-Washington Financial Advisors
Maryland
$79.7M +$2.38M +10,374 +3%
NA
78
NewEdge Advisors
Louisiana
$78.3M +$2.55M +11,102 +3%
PWP
79
Perfromance Wealth Partners
Illinois
$76.5M +$1.32M +5,768 +2%
US Bancorp
80
US Bancorp
Minnesota
$76M +$260K +1,132 +0.4%
Wellington Management Group
81
Wellington Management Group
Massachusetts
$71.8M -$4.57M -19,911 -6%
EH
82
Equitable Holdings
New York
$71.3M -$2.73M -11,888 -4%
VT
83
Vise Technologies
New York
$71.2M +$30.1M +131,259 +77%
PCMC
84
Paragon Capital Management (Colorado)
Colorado
$69.8M -$1.61M -7,016 -2%
PP
85
PDS Planning
Ohio
$69.4M +$2.33M +10,168 +4%
AO
86
Advisor OS
Illinois
$66.8M +$1.37M +5,947 +2%
BMM
87
Berkshire Money Management
Massachusetts
$66M -$166K -721 -0.3%
TLFA
88
True Link Financial Advisors
California
$65.6M +$902K +3,927 +1%
MA
89
MJP Associates
Connecticut
$64.7M +$1.16M +5,067 +2%
EK
90
Evensky & Katz
Florida
$61.9M +$99.4K +433 +0.2%
AQR Capital Management
91
AQR Capital Management
Connecticut
$60.9M +$9.27M +40,370 +19%
WA
92
Wealth Architects
California
$60.8M +$1.3M +5,673 +2%
PWA
93
Provenance Wealth Advisors
Florida
$60.1M -$294K -1,280 -0.5%
SFO
94
Stokes Family Office
Louisiana
$58.8M -$24.3M -105,630 -30%
QCM
95
Quantinno Capital Management
New York
$58.7M +$14M +60,962 +33%
DADC
96
D.A. Davidson & Co
Montana
$57.7M -$258K -1,124 -0.5%
GI
97
GLOBALT Investments
Georgia
$56.6M -$965K -4,204 -2%
NFW
98
Noble Family Wealth
Florida
$55.8M +$2.63M +11,455 +5%
CIA
99
Concurrent Investment Advisors
Florida
$55.6M +$10.2M +44,559 +23%
FFS
100
Founders Financial Securities
Maryland
$55M +$1.32M +5,761 +3%