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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SOS
1401
Silver Oak Securities
Tennessee
$771K -$17K -81 -2%
NA
1402
Nottingham Advisors
New York
$770K -$6.09K -29 -0.8%
RWPA
1403
Richard W. Paul & Associates
Michigan
$770K -$13.4K -64 -2%
PMFA
1404
Plante Moran Financial Advisors
Michigan
$769K -$12.2K -58 -2%
HFS
1405
Heritage Financial Services
Massachusetts
$767K +$15.1K +72 +2%
MSFP
1406
Mark Sheptoff Financial Planning
Connecticut
$766K – – –
OWM
1407
OneAscent Wealth Management
Alabama
$763K -$61.1K -291 -8%
Obermeyer Wealth Partners
1408
Obermeyer Wealth Partners
Colorado
$763K +$380K +1,811 +105%
WCP
1409
Wick Capital Partners
Pennsylvania
$763K -$1.22M -5,820 -62%
FLP
1410
Financial Life Planners
Arizona
$762K +$40.9K +195 +6%
FNWM
1411
Financial Network Wealth Management
Utah
$760K +$735K +3,500 New
RIM
1412
Rockbridge Investment Management
New York
$759K – – –
MAA
1413
Matrix Asset Advisors
New York
$758K +$7.98K +38 +1%
SOAMC
1414
Spirit of America Management Corp
New York
$758K +$7.56K +36 +1%
Thompson Siegel & Walmsley
1415
Thompson Siegel & Walmsley
Virginia
$756K -$254K -1,208 -26%
IBOK
1416
Independence Bank of Kentucky
Kentucky
$756K +$42K +200 +6%
RWM
1417
Rockwood Wealth Management
Pennsylvania
$755K – – –
FFG
1418
Frisch Financial Group
New York
$755K +$2.94K +14 +0.4%
SFC
1419
SYM Financial Corp
Indiana
$755K – – –
TTWM
1420
TCV Trust & Wealth Management
Virginia
$752K -$3.15K -15 -0.4%
FWM
1421
Focused Wealth Management
New York
$751K +$220K +1,050 +43%
SF
1422
Schaeffer Financial
Maryland
$750K +$11.6K +55 +2%
V
1423
VeraBank
Texas
$750K -$188K -895 -20%
Aviso Financial
1424
Aviso Financial
Ontario, Canada
$748K +$56.5K +269 +8%
RCM
1425
Radnor Capital Management
Pennsylvania
$746K – – –