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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1501
Shepherd Financial Partners
Massachusetts
$447K
DWM
1502
Denver Wealth Management
Colorado
$444K
PS
1503
Planned Solutions
California
$442K
FWTB
1504
First Western Trust Bank
Colorado
$442K -$27K -150 -6%
MMPW
1505
Mitchell McLeod Pugh & Williams
Alabama
$442K +$97.4K +541 +29%
E
1506
ETFidea
New York
$441K
CRI
1507
Commonwealth Retirement Investments
Virginia
$440K -$84.4K -469 -16%
GPA
1508
Guidance Point Advisors
Massachusetts
$439K +$58K +322 +15%
FTIS
1509
First Trust Investment Solutions
Florida
$438K
HCA
1510
Heck Capital Advisors
Wisconsin
$436K
AG
1511
AlTi Global
New York
$435K -$28.8K -160 -6%
KAS
1512
KPP Advisory Services
Kentucky
$433K -$350K -1,943 -45%
FWM
1513
Focused Wealth Management
New York
$431K
SSWM
1514
Strait & Sound Wealth Management
California
$430K +$2.7K +15 +0.6%
PWM
1515
PBMares Wealth Management
Virginia
$429K
TBWA
1516
Three Bridge Wealth Advisors
California
$429K -$180 -1 -0%
CAM
1517
Creekmur Asset Management
Illinois
$428K -$62.3K -346 -13%
Chevy Chase Trust
1518
Chevy Chase Trust
Maryland
$426K
LIWM
1519
Long Island Wealth Management
New York
$426K -$41.6K -231 -9%
CCM
1520
Chaney Capital Management
Washington
$424K
DF
1521
Dunhill Financial
United Kingdom
$424K
BFC
1522
Bedel Financial Consulting
Indiana
$424K +$3.6K +20 +0.9%
RA
1523
Rise Advisors
New York
$424K +$3.6K +20 +0.9%
VCP
1524
Vista Capital Partners
Oregon
$424K -$41.4K -230 -9%
TFA
1525
Trinity Financial Advisors
Ohio
$420K -$236K -1,313 -36%