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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
1101
Legacy Financial Strategies
Kansas
$568K +$625K +4,199 New
IB
1102
Intrust Bank
Kansas
$567K -$4.91K -33 -0.8%
FFG
1103
Frisch Financial Group
New York
$565K +$2.83K +19 +0.5%
WWG
1104
West Wealth Group
California
$560K -$157K -1,058 -20%
JWA
1105
JFS Wealth Advisors
Pennsylvania
$560K +$103K +694 +20%
GC
1106
Gratus Capital
Georgia
$559K +$266K +1,787 +76%
SFG
1107
Sage Financial Group
Pennsylvania
$555K
FLII
1108
First Long Island Investors
New York
$554K +$610K +4,096 New
GAM
1109
Gemmer Asset Management
California
$553K +$5.36K +36 +0.9%
NEWAS
1110
N.E.W. Advisory Services
Wisconsin
$553K +$49.3K +331 +9%
SCA
1111
Sage Capital Advisors
South Dakota
$552K
HDIM
1112
Hanson & Doremus Investment Management
Vermont
$549K -$4.91K -33 -0.8%
WCWM
1113
Willow Creek Wealth Management
California
$546K
CA
1114
CapWealth Advisors
Tennessee
$545K -$122K -819 -17%
W
1115
Wealthquest
Ohio
$544K
GI
1116
Gradient Investments
Minnesota
$544K +$298 +2 +0%
GAG
1117
GM Advisory Group
New York
$540K
AMM
1118
American Money Management
California
$535K +$149 +1 +0%
RI
1119
Ridgewood Investments
New Jersey
$534K +$446 +3 +0.1%
SWM
1120
Seaside Wealth Management
California
$533K +$2.68K +18 +0.5%
DWMG
1121
DB Wealth Management Group
California
$531K
PP
1122
PrairieView Partners
Minnesota
$526K -$85K -571 -13%
SAM
1123
S.A. Mason
Michigan
$526K +$149 +1 +0%
RIA
1124
Realta Investment Advisors
Delaware
$524K -$4.17K -28 -0.7%
CAAS
1125
Capital Asset Advisory Services
Michigan
$523K -$124K -832 -18%