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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
1501
Madrona Financial Services
Washington
$202K +$6.55K +44 +3%
AWM
1502
Abound Wealth Management
Tennessee
$201K +$78.6K +528 +55%
OA
1503
Operose Advisors
Wisconsin
$195K
TIM
1504
Tortoise Investment Management
New York
$195K
FSWA
1505
Financial Synergies Wealth Advisors
Texas
$191K +$76.3K +513 +57%
MCM
1506
MV Capital Management
Maryland
$191K
RDFA
1507
Ritter Daniher Financial Advisory
Ohio
$190K
HCA
1508
Heck Capital Advisors
Wisconsin
$187K
JEST
1509
JTC Employer Solutions Trustee
Jersey
$186K
PP
1510
Pacifica Partners
Canada
$183K
POIA
1511
Pin Oak Investment Advisors
Texas
$182K
CDIA
1512
Capital Directions Investment Advisors
Georgia
$181K -$200K -1,342 Closed
BlackRock
1513
BlackRock
New York
$178K -$744 -5 -0.4%
WWM
1514
Wolff Wiese Magana
California
$176K
RMC
1515
Resources Management Corp
Connecticut
$174K -$5.36K -36 -3%
AWM
1516
AllSquare Wealth Management
New York
$172K
EDRH
1517
Edmond de Rothschild Holding
Switzerland
$169K
ZIG
1518
Zullo Investment Group
Pennsylvania
$162K
TFP
1519
Tilia Fiduciary Partners
North Carolina
$162K +$6.84K +46 +4%
TF
1520
TimeScale Financial
Massachusetts
$161K -$1.19K -8 -0.7%
SAM
1521
Selway Asset Management
$161K +$177K +1,190 New
GWS
1522
Glassman Wealth Services
Virginia
$159K
LFG
1523
Larson Financial Group
Missouri
$153K +$69.3K +466 +70%
CL
1524
COWA LLC
Oklahoma
$150K +$164K +1,100 New
BFPW
1525
BOK Financial Private Wealth
Colorado
$146K