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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
1351
IronBridge Private Wealth
Texas
$109K – – –
IFAM
1352
Institutional & Family Asset Management
Colorado
$109K +$105K +740 New
SAS
1353
Stelac Advisory Services
New York
$106K +$102K +720 New
BAM
1354
Bellevue Asset Management
Washington
$103K – – –
HH
1355
HWG Holdings
Texas
$102K -$304K -2,139 -76%
CCM
1356
Cribstone Capital Management
Maine
$99K – – –
MIM
1357
Macroview Investment Management
Maryland
$95K – – –
ATC
1358
Adirondack Trust Company
New York
$92K – – –
MWC
1359
MBM Wealth Consultants
Missouri
$92K – – –
NOI
1360
Newton One Investments
Delaware
$87K +$285 +2 +0.3%
HI
1361
Hudock Inc
Pennsylvania
$80K +$142 +1 +0.2%
1IA
1362
1834 Investment Advisors
Wisconsin
$78K – – –
AWM
1363
Avondale Wealth Management
Texas
$76K – – –
FCMT
1364
Founders Capital Management (Texas)
Texas
$74K -$42.7K -300 -38%
VC
1365
Vestor Capital
Illinois
$74K – – –
CCG
1366
Cloverfields Capital Group
Minnesota
$74K +$71.1K +500 New
TLCM
1367
Twin Lakes Capital Management
California
$74K +$71.4K +502 New
TFA
1368
Toth Financial Advisory
Virginia
$72K – – –
SL
1369
Savior LLC
Massachusetts
$69K – – –
PFA
1370
Professional Financial Advisors
Nebraska
$66K – – –
MAWCM
1371
Mine & Arao Wealth Creation & Management
California
$64K – – –
CFB
1372
Cullen/Frost Bankers
Texas
$63K -$9.53K -67 -13%
SC
1373
Steph & Co
Wisconsin
$63K – – –
PWMG
1374
Prestige Wealth Management Group
New Jersey
$60K +$5.83K +41 +11%
CWA
1375
Carolina Wealth Advisors
South Carolina
$53K – – –