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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1201
Compass Advisory Group
New York
$511K -$9.04K -56 -2%
RF
1202
Rollins Financial
Georgia
$509K -$33.4K -207 -6%
KCFA
1203
Key Client Fiduciary Advisors
New Jersey
$509K +$73.9K +458 +17%
BSI
1204
Bennett Selby Investments
Maine
$509K +$507K +3,141 New
RG
1205
Rathbones Group
United Kingdom
$508K – – –
MWM
1206
Madison Wealth Management
Ohio
$508K +$2.58K +16 +0.5%
SMA
1207
Sage Mountain Advisors
Georgia
$507K -$87.9K -545 -15%
PA
1208
Parkside Advisors
California
$507K – – –
FA
1209
Fermata Advisors
California
$505K -$55.2K -342 -10%
HCM
1210
Hengehold Capital Management
Ohio
$505K -$38.4K -238 -7%
CA
1211
Carson Advisory
Georgia
$505K +$102K +632 +25%
S
1212
SimplyRich
California
$503K – – –
RCI
1213
RS Crum Inc
California
$503K +$71.6K +444 +17%
ZIM
1214
Zacks Investment Management
Illinois
$502K +$310K +1,924 +164%
OBGC
1215
O'Brien Greene & Co
Pennsylvania
$501K -$16.9K -105 -3%
KFA
1216
Kelleher Financial Advisors
New York
$501K +$21K +130 +4%
LPT
1217
Legacy Private Trust
Wisconsin
$498K – – –
MJB
1218
Mark J. Bradley
$498K +$32.3K +200 +7%
BDF
1219
Black Diamond Financial
Maryland
$498K +$81.8K +507 +20%
WCM
1220
Wealthcare Capital Management
Virginia
$497K – – –
WKSWA
1221
White Knight Strategic Wealth Advisors
New Jersey
$497K +$495K +3,066 New
GAM
1222
Gould Asset Management
California
$496K – – –
KSWA
1223
Kathleen S. Wright Associates
Pennsylvania
$495K +$323 +2 +0.1%
RTS
1224
Round Table Services
New Jersey
$493K -$13.7K -85 -3%
SFG
1225
Sowa Financial Group
Rhode Island
$492K -$10K -62 -2%