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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
1376
Ritter Daniher Financial Advisory
Ohio
$146K
CQS
1377
Credential Qtrade Securities
$143K +$149K +933 New
PFBT
1378
Parkside Financial Bank & Trust
Missouri
$143K +$3.51K +22 +2%
RBC
1379
Roble Belko & Company
Pennsylvania
$135K
GPA
1380
Guidance Point Advisors
Massachusetts
$134K +$140K +878 New
LFG
1381
Larson Financial Group
Missouri
$132K +$12.3K +77 +10%
LIA
1382
LS Investment Advisors
Michigan
$131K
EWM
1383
Edge Wealth Management
New York
$124K +$478 +3 +0.4%
GGI
1384
Godsey & Gibb Inc
Virginia
$123K +$127K +799 New
TFA
1385
Toth Financial Advisory
Virginia
$122K
MPWT
1386
MassMutual Private Wealth & Trust
Connecticut
$121K -$7.81K -49 -6%
BBPWM
1387
Blue Bell Private Wealth Management
Pennsylvania
$116K
PCG
1388
Private Capital Group
Connecticut
$115K
IPW
1389
IronBridge Private Wealth
Texas
$114K
FCMT
1390
Founders Capital Management (Texas)
Texas
$110K +$18.5K +116 +19%
BAM
1391
Bellevue Asset Management
Washington
$109K
SAS
1392
Stelac Advisory Services
New York
$109K
PWMG
1393
Prestige Wealth Management Group
New Jersey
$108K +$44.9K +282 +67%
IFAM
1394
Institutional & Family Asset Management
Colorado
$104K -$10K -63 -9%
ATC
1395
Adirondack Trust Company
New York
$103K
CCM
1396
Cribstone Capital Management
Maine
$102K
MIM
1397
Macroview Investment Management
Maryland
$99K
SWM
1398
Selective Wealth Management
Virginia
$97K +$319 +2 +0.3%
MWC
1399
MBM Wealth Consultants
Missouri
$96K
AP
1400
Atwood & Palmer
Missouri
$94K