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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
1501
Apexium Financial
Texas
$448K +$5.76K +32 +1%
SFP
1502
Shepherd Financial Partners
Massachusetts
$447K – – –
DWM
1503
Denver Wealth Management
Colorado
$444K – – –
PS
1504
Planned Solutions
California
$442K – – –
FWTB
1505
First Western Trust Bank
Colorado
$442K -$27K -150 -6%
MMPW
1506
Mitchell McLeod Pugh & Williams
Alabama
$442K +$97.4K +541 +29%
E
1507
ETFidea
New York
$441K – – –
CRI
1508
Commonwealth Retirement Investments
Virginia
$440K -$84.4K -469 -16%
GPA
1509
Guidance Point Advisors
Massachusetts
$439K +$58K +322 +15%
FTIS
1510
First Trust Investment Solutions
Florida
$438K – – –
HCA
1511
Heck Capital Advisors
Wisconsin
$436K – – –
AG
1512
AlTi Global
New York
$435K -$28.8K -160 -6%
KAS
1513
KPP Advisory Services
Kentucky
$433K -$350K -1,943 -45%
FWM
1514
Focused Wealth Management
New York
$431K – – –
SSWM
1515
Strait & Sound Wealth Management
California
$430K +$2.7K +15 +0.6%
PWM
1516
PBMares Wealth Management
Virginia
$429K – – –
TBWA
1517
Three Bridge Wealth Advisors
California
$429K -$180 -1 -0%
CAM
1518
Creekmur Asset Management
Illinois
$428K -$62.3K -346 -13%
Chevy Chase Trust
1519
Chevy Chase Trust
Maryland
$426K – – –
LIWM
1520
Long Island Wealth Management
New York
$426K -$41.6K -231 -9%
CCM
1521
Chaney Capital Management
Washington
$424K – – –
DF
1522
Dunhill Financial
United Kingdom
$424K – – –
BFC
1523
Bedel Financial Consulting
Indiana
$424K +$3.6K +20 +0.9%
RA
1524
Rise Advisors
New York
$424K +$3.6K +20 +0.9%
VCP
1525
Vista Capital Partners
Oregon
$424K -$41.4K -230 -9%