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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
1426
Center for Financial Planning
Michigan
$8K – – –
DTIM
1427
Danda Trouve Investment Management
Kansas
$8K +$142 +1 +2%
JWA
1428
JFS Wealth Advisors
Pennsylvania
$5K – – –
MS
1429
Mizuho Securities
Japan
$5K +$4.84K +34 New
QT
1430
Quantbot Technologies
New York
$5K +$4.98K +35 New
FI
1431
FormulaFolio Investments
Michigan
$4K -$9.22M -64,831 -100%
GTAM
1432
Global Trust Asset Management
Florida
$4K -$2.56K -18 -38%
CFN
1433
Cordasco Financial Network
Florida
$4K – – –
SIAP
1434
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4K +$3.84K +27 New
AFS
1435
Annapolis Financial Services
Maryland
$4K +$4.27K +30 New
OIA
1436
Optimum Investment Advisors
Illinois
$3K -$2.56K -18 -51%
JWM
1437
Janiczek Wealth Management
Colorado
$3K – – –
HFA
1438
HC Financial Advisors
California
$3K +$1.99K +14 +350%
GWMIA
1439
Global Wealth Management Investment Advisory
Florida
$2K -$569 -4 -22%
LAS
1440
Lloyd Advisory Services
Georgia
$1K +$854 +6 New
SFPG
1441
Stonebridge Financial Planning Group
Florida
$1K +$854 +6 New
VWM
1442
Venturi Wealth Management
Texas
– -$22.5M -159,424 Closed
BSSFA
1443
Baron Silver Stevens Financial Advisors
Florida
– -$13.7M -96,784 Closed
HF
1444
HRT Financial
New York
– -$11.4M -80,878 Closed
RIA
1445
Regal Investment Advisors
Michigan
– -$8.95M -63,416 Closed
SS
1446
Simplicity Solutions
Minnesota
– -$4.43M -31,374 Closed
Mackenzie Financial
1447
Mackenzie Financial
Ontario, Canada
– -$2.82M -19,960 Closed
CCFM
1448
Clear Creek Financial Management
Washington
– -$2.64M -18,679 Closed
CI
1449
Cavalier Investments
Georgia
– -$2.36M -16,690 Closed
CAC
1450
Cowen and Company
New York
– -$1.47M -10,400 Closed