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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
C
1451
Certuity
Florida
$316K -$51.5K -329 -14%
IWS
1452
Insight Wealth Strategies
California
$315K -$2.82K -18 -0.9%
RAG
1453
RIA Advisory Group
Iowa
$314K +$68.3K +436 +29%
NCM
1454
NCM Capital Management
New Jersey
$314K -$10.2K -65 -3%
PCFFS
1455
Pacific Center for Financial Services
California
$313K
FM
1456
Foster & Motley
Ohio
$313K -$41.5K -265 -12%
PA
1457
Parkside Advisors
California
$313K -$192K -1,225 -39%
NLG
1458
New Legacy Group
New York
$312K
AMCA
1459
Arthur M. Cohen & Associates
Illinois
$312K
GLR
1460
Great Lakes Retirement
Ohio
$309K
TTWM
1461
TCV Trust & Wealth Management
Virginia
$309K +$298K +1,900 New
HTHT
1462
Hemenway Trust Hemenway Trust
New Hampshire
$303K -$15.7K -100 -5%
TI
1463
tru Independence
Oregon
$303K
CI
1464
CX Institutional
Indiana
$303K -$59.8K -382 -17%
IFPL
1465
Investments & Financial Planning LLC
Kentucky
$303K
PWM
1466
Palumbo Wealth Management
New York
$302K
IFPG
1467
Intrepid Financial Planning Group
Indiana
$301K
VCM
1468
Vigilant Capital Management
Maine
$301K
BC
1469
Barnett & Company
Tennessee
$299K
AR
1470
Apeiron RIA
Texas
$298K +$157 +1 +0.1%
HH
1471
Hilltop Holdings
Texas
$298K +$288K +1,837 New
EPA
1472
Element Pointe Advisors
Florida
$298K
MCM
1473
Mattern Capital Management
Colorado
$298K
NB
1474
NBT Bank
New York
$296K
MWPCG
1475
Measured Wealth Private Client Group
New Hampshire
$296K