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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1301
MN Wealth Advisors
Kansas
$640K -$60.8K -338 -9%
B
1302
Bailard
California
$639K
FA
1303
FF Advisors
California
$638K -$82.6K -459 -12%
PP
1304
PrairieView Partners
Minnesota
$637K
MAA
1305
Matrix Asset Advisors
New York
$636K -$24.8K -138 -4%
GAM
1306
Gemmer Asset Management
California
$635K
AAM
1307
Aureus Asset Management
Massachusetts
$635K -$73.8K -410 -11%
MBI
1308
May Barnhard Investments
Maryland
$633K +$16K +89 +3%
TFM
1309
Trademark Financial Management
Minnesota
$632K -$32.2K -179 -5%
BFG
1310
Berger Financial Group
Minnesota
$631K +$129K +714 +26%
NEWAS
1311
N.E.W. Advisory Services
Wisconsin
$631K -$65.3K -363 -10%
GF
1312
Gimbal Financial
Indiana
$631K -$25.7K -143 -4%
JWM
1313
JGP Wealth Management
Oregon
$630K -$170K -947 -22%
LPT
1314
Legacy Private Trust
Wisconsin
$630K
HWM
1315
Hemington Wealth Management
Virginia
$627K -$7.92K -44 -1%
LWM
1316
Lakeridge Wealth Management
Ohio
$626K +$44.5K +247 +8%
BMD
1317
Better Money Decisions
New Mexico
$624K -$88.4K -491 -13%
O3W
1318
Omni 360 Wealth
New Jersey
$624K -$21.6K -120 -3%
FFG
1319
Frisch Financial Group
New York
$624K
SCM
1320
Sage Capital Management
New Jersey
$623K
TCM
1321
Telos Capital Management
California
$620K +$12.6K +70 +2%
NGA
1322
Naples Global Advisors
Florida
$620K +$900 +5 +0.1%
ST
1323
Smithfield Trust
Pennsylvania
$619K
ATC
1324
Advantage Trust Company
Kansas
$618K
AWM
1325
Alterna Wealth Management
Texas
$618K -$350K -1,944 -36%