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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1026
HMS Capital Management
Tennessee
$709K -$2.83K -19 -0.4%
CCM
1027
Crew Capital Management
Ohio
$707K +$149 +1 +0%
Dakota Wealth Management
1028
Dakota Wealth Management
Florida
$707K +$119K +800 +18%
VFP
1029
Verus Financial Partners
Virginia
$706K +$52.1K +350 +8%
Merriman Wealth Management
1030
Merriman Wealth Management
Washington
$702K -$25.9K -174 -3%
FAG
1031
Fortitude Advisory Group
Washington
$702K – – –
Blue Trust Inc
1032
Blue Trust Inc
Georgia
$701K -$51.5K -346 -7%
SL
1033
SWMG LLC
Texas
$699K +$769K +5,170 New
CP
1034
Capital Planning
Washington
$697K +$245K +1,648 +47%
PFG
1035
Pacific Financial Group
Washington
$695K -$61.9K -416 -7%
MFG
1036
Magnus Financial Group
New York
$694K +$5.06K +34 +0.7%
IWA
1037
IBEX Wealth Advisors
New Jersey
$691K -$2.68K -18 -0.4%
BIM
1038
Baldwin Investment Management
Pennsylvania
$679K -$225K -1,509 -23%
BC
1039
Bowman & Company
Wisconsin
$677K +$168K +1,129 +29%
FAG
1040
Financial Advisory Group
Texas
$676K +$57.3K +385 +8%
WA
1041
WESPAC Advisors
California
$673K +$741K +4,978 New
TSWM
1042
Triangle Securities Wealth Management
North Carolina
$671K +$115K +770 +18%
MHIC
1043
Marble Harbor Investment Counsel
Massachusetts
$667K – – –
KWS
1044
Keystone Wealth Services
California
$667K +$28.6K +192 +4%
BCM
1045
Brookmont Capital Management
Texas
$666K -$595 -4 -0.1%
Bridges Investment Management
1046
Bridges Investment Management
Nebraska
$658K – – –
KC
1047
Kingfisher Capital
North Carolina
$656K -$81K -544 -10%
FEG
1048
Financial Enhancement Group
Indiana
$655K -$194K -1,307 -21%
Arkadios Wealth Advisors
1049
Arkadios Wealth Advisors
Georgia
$655K +$12.9K +87 +2%
AAM
1050
Aureus Asset Management
Massachusetts
$653K +$2.08K +14 +0.3%