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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Pine Valley Investments
1476
Pine Valley Investments
New Jersey
$644K +$69K +356 +13%
AW
1477
Alteri Wealth
California
$641K – – –
FWA
1478
FSM Wealth Advisors
Ohio
$641K +$388K +2,003 +182%
EP
1479
Essential Planning
New Hampshire
$640K – – –
AMM
1480
American Money Management
California
$640K – – –
WOC
1481
West Oak Capital
California
$640K +$19.4K +100 +3%
BIG
1482
Brookwood Investment Group
Arizona
$639K +$21.3K +110 +4%
SFP
1483
Sterling Financial Planning
New Jersey
$638K – – –
O3W
1484
Omni 360 Wealth
New Jersey
$638K +$57K +294 +10%
P
1485
Pitcairn
Pennsylvania
$637K – – –
WCM
1486
Winebrenner Capital Management
Kentucky
$636K +$16.7K +86 +3%
JPWM
1487
Jamison Private Wealth Management
Georgia
$635K +$204K +1,053 +51%
RAS
1488
RPS Advisory Solutions
Kentucky
$635K +$10.5K +54 +2%
SWM
1489
Schwallier Wealth Management
Michigan
$634K -$388 -2 -0.1%
S
1490
SimplyRich
California
$634K – – –
BI
1491
Ballast Inc
Kentucky
$633K -$5.43K -28 -0.9%
SAW
1492
Signal Advisors Wealth
Michigan
$632K -$299K -1,545 -33%
BA
1493
Bristlecone Advisors
Washington
$628K -$566K -2,922 -49%
BFC
1494
Bedel Financial Consulting
Indiana
$628K – – –
NEWAS
1495
N.E.W. Advisory Services
Wisconsin
$627K -$61.1K -315 -9%
TMWM
1496
Taylor & Morgan Wealth Management
Michigan
$626K – – –
JCFM
1497
JBR Co Financial Management
Oklahoma
$622K – – –
FFA
1498
Fortune Financial Advisors
Kansas
$621K – – –
Capital Group Private Client Services
1499
Capital Group Private Client Services
California
$620K -$480K -2,477 -45%
VIM
1500
Vista Investment Management
Pennsylvania
$620K -$388 -2 -0.1%