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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1526
Cambria Investment Management
California
$801K +$472K +2,054 +154%
ERIC
1527
Eagle Rock Investment Company
Georgia
$800K – – –
DWA
1528
Delap Wealth Advisory
Oregon
$799K +$918 +4 +0.1%
PHWM
1529
Pine Harbor Wealth Management
Maryland
$798K +$1.84K +8 +0.2%
KWM
1530
Koa Wealth Management
California
$796K -$6.66K -29 -0.9%
VNA
1531
Valley National Advisers
Pennsylvania
$796K – – –
PMFA
1532
Plante Moran Financial Advisors
Michigan
$792K -$124K -540 -14%
SF
1533
Schaeffer Financial
Maryland
$792K -$38.6K -168 -5%
Balyasny Asset Management
1534
Balyasny Asset Management
Illinois
$790K +$766K +3,338 New
PFA
1535
Pettinga Financial Advisors
Indiana
$790K -$233K -1,013 -23%
SPWM
1536
Schrum Private Wealth Management
Florida
$789K -$350K -1,524 -27%
JC
1537
JB Capital
Connecticut
$788K +$205K +891 +37%
OWM
1538
OneAscent Wealth Management
Alabama
$787K – – –
DF
1539
Dunhill Financial
United Kingdom
$786K +$34.2K +149 +5%
SG
1540
Sherry Group
Arkansas
$786K -$38.6K -168 -5%
TYCC
1541
Texas Yale Capital Corp
Florida
$786K +$17.2K +75 +2%
VR
1542
Valued Retirements
Texas
$784K -$102K -445 -12%
FFG
1543
Frisch Financial Group
New York
$781K +$2.75K +12 +0.4%
FA
1544
FF Advisors
California
$781K – – –
KFP
1545
KMG Fiduciary Partners
Ohio
$780K +$9.19K +40 +1%
CGPCS
1546
Capital Group Private Client Services
California
$778K +$87.3K +380 +13%
RWPA
1547
Richard W. Paul & Associates
Michigan
$777K -$8.73K -38 -1%
DCA
1548
DB&C Advisors
Michigan
$775K +$7.81K +34 +1%
HNB
1549
Hilltop National Bank
Wyoming
$775K +$6.2K +27 +0.8%
JWM
1550
JGP Wealth Management
Oregon
$772K -$1.15K -5 -0.2%