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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1101
AllSquare Wealth Management
New York
$132K
OC
1102
Oakworth Capital
Alabama
$129K +$6.94K +61 +6%
EWM
1103
Edge Wealth Management
New York
$128K
LWM
1104
Liberty Wealth Management
California
$123K
CDIA
1105
Capital Directions Investment Advisors
Georgia
$121K
BFC
1106
Bedel Financial Consulting
Indiana
$120K
FFC
1107
First Financial Corp
Indiana
$117K
KWM
1108
Keebeck Wealth Management
Illinois
$117K +$114K +1,000 New
PCA
1109
Providence Capital Advisors
North Carolina
$112K -$54.1K -475 -33%
PCG
1110
Private Capital Group
Connecticut
$108K
Walleye Trading
1111
Walleye Trading
New York
$106K +$103K +901 New
PA
1112
Perennial Advisors
New York
$104K +$101K +890 New
RDWM
1113
Red Door Wealth Management
Tennessee
$103K
RBC
1114
Roble Belko & Company
Pennsylvania
$103K
AWA
1115
Arkadios Wealth Advisors
Georgia
$101K
RFA
1116
Reilly Financial Advisors
California
$100K -$48.9K -430 -34%
Schroder Investment Management Group
1117
Schroder Investment Management Group
United Kingdom
$100K -$3.42K -30 -3%
ACM
1118
AUA Capital Management
Pennsylvania
$94K -$80K -703 -47%
MRC
1119
Millburn Ridgefield Corp
New York
$92K +$43.6K +383 +95%
BBPWM
1120
Blue Bell Private Wealth Management
Pennsylvania
$90K
WEC
1121
Winslow Evans & Crocker
Massachusetts
$88K -$114 -1 -0.1%
CCM
1122
Cribstone Capital Management
Maine
$86K -$33.4K -293 -28%
SC
1123
Steph & Co
Wisconsin
$85K -$11.4K -100 -12%
LS
1124
Leelyn Smith
Illinois
$83K +$19.7K +173 +32%
BAM
1125
Bellevue Asset Management
Washington
$82K