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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
1351
Summit Investment Advisory Services
Minnesota
$581K +$29.9K +170 +6%
VIM
1352
Vista Investment Management
Pennsylvania
$581K +$176 +1 +0%
LWM
1353
Lakeridge Wealth Management
Ohio
$581K -$10.9K -62 -2%
PGF
1354
Plan Group Financial
Oklahoma
$580K +$342K +1,949 +159%
SC
1355
Saiph Capital
New Jersey
$580K -$42.2K -240 -7%
CWAF
1356
Core Wealth Advisors (Florida)
Florida
$579K +$1.05K +6 +0.2%
RWM
1357
Rockwood Wealth Management
Pennsylvania
$579K +$175K +995 +46%
GLR
1358
Great Lakes Retirement
Ohio
$577K – – –
TWM
1359
Tanager Wealth Management
United Kingdom
$577K -$1.05K -6 -0.2%
WFAG
1360
Worth Financial Advisory Group
North Carolina
$577K +$15.3K +87 +3%
FA
1361
Financial Alternatives
California
$576K -$23.4K -133 -4%
HDIM
1362
Hanson & Doremus Investment Management
Vermont
$575K – – –
DWA
1363
Douglass Winthrop Advisors
New York
$574K +$553K +3,146 New
PMSA
1364
Patrick M. Sweeney & Associates
Illinois
$573K +$46.9K +267 +9%
CWM
1365
Cahaba Wealth Management
Georgia
$572K +$262K +1,491 +91%
HH
1366
Hilltop Holdings
Texas
$571K -$1.31M -7,438 -70%
SAM
1367
S.A. Mason
Michigan
$569K -$34.8K -198 -6%
P
1368
Pitcairn
Pennsylvania
$568K +$546K +3,110 New
S
1369
SimplyRich
California
$567K – – –
AG
1370
Ascent Group
Virginia
$566K -$7.03K -40 -1%
KIG
1371
Kowal Investment Group
Wisconsin
$566K -$1.41K -8 -0.3%
BI
1372
Ballast Inc
Kentucky
$565K – – –
SA
1373
SpiderRock Advisors
Delaware
$561K +$549K +3,125 New
LEA
1374
Legacy Edge Advisors
New York
$560K -$32.7K -186 -6%
MWM
1375
Merriman Wealth Management
Washington
$560K – – –