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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
1251
Prio Wealth Limited Partnership
Massachusetts
$698K – – –
SBIA
1252
Sheaff Brock Investment Advisors
Indiana
$698K +$10.9K +62 +2%
NEWAS
1253
N.E.W. Advisory Services
Wisconsin
$698K -$2.46K -14 -0.4%
KWM
1254
Koa Wealth Management
California
$698K +$15.5K +88 +2%
BWP
1255
BSW Wealth Partners
Colorado
$696K -$57.8K -329 -8%
VR
1256
Valued Retirements
Texas
$696K +$29K +165 +5%
Arkadios Wealth Advisors
1257
Arkadios Wealth Advisors
Georgia
$696K -$206K -1,174 -24%
ADL
1258
Asset Dedication LLC
California
$694K -$41.1K -234 -6%
AWM
1259
Avaii Wealth Management
Wisconsin
$694K -$8.43K -48 -1%
TWG
1260
The Wealth Group
Minnesota
$690K -$18.6K -106 -3%
CNC
1261
Citizens & Northern Corp
Pennsylvania
$689K – – –
Fisher Asset Management
1262
Fisher Asset Management
Washington
$689K -$439K -2,500 -40%
LFS
1263
Lutz Financial Services
Nebraska
$687K – – –
CPSAC
1264
Chas P. Smith & Associates (CPS)
Florida
$683K -$25.3K -144 -4%
SL
1265
Salomon & Ludwin
Virginia
$682K +$51.8K +295 +9%
MSFP
1266
Mark Sheptoff Financial Planning
Connecticut
$681K -$4.22K -24 -0.6%
SLA
1267
Silver Lake Advisory
Utah
$681K +$655K +3,729 New
PPW
1268
Pasadena Private Wealth
California
$679K +$19.9K +113 +3%
PSB
1269
Passumpsic Savings Bank
Vermont
$676K +$651K +3,704 New
SIMG
1270
Sonora Investment Management Group
Arizona
$674K -$21.8K -124 -3%
CA
1271
Carson Advisory
Georgia
$674K +$43.7K +249 +7%
SWM
1272
Seaside Wealth Management
California
$673K +$2.63K +15 +0.4%
SC
1273
Stephens Consulting
Michigan
$671K -$3.51K -20 -0.5%
1W
1274
1776 Wealth
Georgia
$668K – – –
RFA
1275
RTD Financial Advisors
Pennsylvania
$667K – – –