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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1301
Aureus Asset Management
Massachusetts
$881K +$216K +1,081 +32%
KOMWMG
1302
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$880K -$6.39K -32 -0.7%
HCM
1303
HMS Capital Management
Tennessee
$880K -$4.19K -21 -0.5%
CA
1304
Carson Advisory
Georgia
$876K -$54.5K -273 -6%
PP
1305
Patten & Patten
Tennessee
$874K -$148K -743 -14%
HB
1306
HTLF Bank
Colorado
$874K -$16.8K -84 -2%
NWMG
1307
Nicholson Wealth Management Group
South Carolina
$873K +$890K +4,456 New
HCMT
1308
Highland Capital Management (Tennessee)
Tennessee
$871K +$3K +15 +0.3%
ES
1309
Eagle Strategies
New York
$871K +$15.6K +78 +2%
RWPA
1310
Richard W. Paul & Associates
Michigan
$870K -$73.1K -366 -8%
HT
1311
Headlands Technologies
Illinois
$870K +$523K +2,622 +144%
MWA
1312
Medallion Wealth Advisors
Connecticut
$870K +$887K +4,444 New
APIM
1313
Agate Pass Investment Management
Washington
$869K -$15K -75 -2%
VDI
1314
Vaughan David Investments
Illinois
$865K -$77.5K -388 -8%
SFWA
1315
Summit Financial Wealth Advisors
Louisiana
$864K +$599 +3 +0.1%
SCM
1316
SOL Capital Management
Maryland
$864K -$14.4K -72 -2%
MTIC
1317
Missouri Trust & Investment Company
Missouri
$862K +$20.8K +104 +2%
CM
1318
Capital Management
Virginia
$862K
FFWM
1319
Future Financial Wealth Management
Ohio
$859K -$107K -538 -11%
LFS
1320
Legacy Financial Strategies
Kansas
$858K +$40.1K +201 +5%
SAI
1321
Savvy Advisors Inc
New York
$855K +$268K +1,343 +44%
CP
1322
Coho Partners
Pennsylvania
$853K +$870K +4,356 New
CWD
1323
Clarity Wealth Development
Oregon
$850K +$839K +4,203 New
CWAF
1324
Core Wealth Advisors (Florida)
Florida
$846K +$79.1K +396 +10%
GWM
1325
GSB Wealth Management
Connecticut
$840K -$95K -476 -10%