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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AW
1476
Alteri Wealth
California
$641K
FWA
1477
FSM Wealth Advisors
Ohio
$641K +$388K +2,003 +182%
EP
1478
Essential Planning
New Hampshire
$640K
AMM
1479
American Money Management
California
$640K
WOC
1480
West Oak Capital
California
$640K +$19.4K +100 +3%
BIG
1481
Brookwood Investment Group
Arizona
$639K +$21.3K +110 +4%
SFP
1482
Sterling Financial Planning
New Jersey
$638K
O3W
1483
Omni 360 Wealth
New Jersey
$638K +$57K +294 +10%
P
1484
Pitcairn
Pennsylvania
$637K
WCM
1485
Winebrenner Capital Management
Kentucky
$636K +$16.7K +86 +3%
JPWM
1486
Jamison Private Wealth Management
Georgia
$635K +$204K +1,053 +51%
RAS
1487
RPS Advisory Solutions
Kentucky
$635K +$10.5K +54 +2%
SWM
1488
Schwallier Wealth Management
Michigan
$634K -$388 -2 -0.1%
S
1489
SimplyRich
California
$634K
BI
1490
Ballast Inc
Kentucky
$633K -$5.43K -28 -0.9%
SAW
1491
Signal Advisors Wealth
Michigan
$632K -$299K -1,545 -33%
BA
1492
Bristlecone Advisors
Washington
$628K -$566K -2,922 -49%
BFC
1493
Bedel Financial Consulting
Indiana
$628K
NEWAS
1494
N.E.W. Advisory Services
Wisconsin
$627K -$61.1K -315 -9%
TMWM
1495
Taylor & Morgan Wealth Management
Michigan
$626K
JCFM
1496
JBR Co Financial Management
Oklahoma
$622K
FFA
1497
Fortune Financial Advisors
Kansas
$621K
CGPCS
1498
Capital Group Private Client Services
California
$620K -$480K -2,477 -45%
VIM
1499
Vista Investment Management
Pennsylvania
$620K -$388 -2 -0.1%
MTWM
1500
Masso Torrence Wealth Management
New Jersey
$619K