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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1501
Shepherd Financial Partners
Massachusetts
$239K +$230K +1,393 New
HCA
1502
Heck Capital Advisors
Wisconsin
$237K
TF
1503
TimeScale Financial
Massachusetts
$237K -$989 -6 -0.4%
FB
1504
Fulton Bank
Pennsylvania
$237K
CCM
1505
Crossvault Capital Management
Texas
$236K
JEST
1506
JTC Employer Solutions Trustee
Jersey
$236K
BIA
1507
Benchmark Investment Advisors
Illinois
$236K +$226K +1,374 New
IIM
1508
Ipswich Investment Management
Massachusetts
$235K
FPCM
1509
Financial Partners Capital Management
New York
$235K -$2.8K -17 -1%
POIA
1510
Pin Oak Investment Advisors
Texas
$231K
GWM
1511
GSB Wealth Management
Connecticut
$231K +$222K +1,348 New
CDIA
1512
Capital Directions Investment Advisors
Georgia
$230K
RMC
1513
Resources Management Corp
Connecticut
$230K
SCM
1514
Shelton Capital Management
Colorado
$230K
CRI
1515
Colonial River Investments
Virginia
$230K +$220K +1,337 New
PCG
1516
Prosperity Consulting Group
Maryland
$230K +$230K +1,394 New
PCA
1517
Peddock Capital Advisors
Massachusetts
$229K +$165 +1 +0.1%
OWA
1518
One Wealth Advisors
California
$228K +$494 +3 +0.2%
TPW
1519
TL Private Wealth
Texas
$228K +$989 +6 +0.4%
AWA
1520
Archvest Wealth Advisors
California
$228K +$218K +1,325 New
XF
1521
XML Financial
Maryland
$228K +$219K +1,330 New
KWA
1522
Kellett Wealth Advisors
Ohio
$227K +$218K +1,323 New
B
1523
BetterWealth
California
$227K +$218K +1,324 New
SWM
1524
Sanctuary Wealth Management
Idaho
$227K +$218K +1,324 New
1WM
1525
1900 Wealth Management
Texas
$226K