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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TLA
1601
Tanglewood Legacy Advisors
Texas
$521K +$118K +592 +29%
HDIM
1602
Hanson & Doremus Investment Management
Vermont
$520K -$68.9K -345 -12%
CWP
1603
Curated Wealth Partners
California
$519K
CGF
1604
Constant Guidance Financial
Massachusetts
$519K -$6.59K -33 -1%
First Trust Advisors
1605
First Trust Advisors
Illinois
$516K +$526K +2,636 New
DF
1606
Dunhill Financial
United Kingdom
$515K +$60.3K +302 +13%
GM
1607
GeoWealth Management
Illinois
$514K -$308K -1,544 -37%
MCM
1608
Mengis Capital Management
Oregon
$511K +$399 +2 +0.1%
LWP
1609
LMG Wealth Partners
Louisiana
$509K
MMPW
1610
Mitchell McLeod Pugh & Williams
Alabama
$508K +$35.1K +176 +7%
GPA
1611
Guidance Point Advisors
Massachusetts
$508K +$38.7K +194 +8%
BCG
1612
Breakwater Capital Group
New Jersey
$507K
PRP
1613
Peak Retirement Planning
Ohio
$506K +$516K +2,586 New
BCCM
1614
Bridge Creek Capital Management
Massachusetts
$506K -$133K -665 -20%
NLWP
1615
Next Level Wealth Planning
Idaho
$505K +$515K +2,579 New
PWP
1616
Phillips Wealth Planners
Mississippi
$505K -$38.5K -193 -7%
FWM
1617
Foguth Wealth Management
Michigan
$505K +$498K +2,496 New
MWM
1618
MBE Wealth Management
Wisconsin
$501K -$3.19K -16 -0.6%
MCWS
1619
McKinley Carter Wealth Services
West Virginia
$501K
KCM
1620
Kathmere Capital Management
Pennsylvania
$498K +$131K +657 +35%
LWA
1621
Lowe Wealth Advisors
Maryland
$497K +$3K +15 +0.6%
AFG
1622
ABLE Financial Group
Arizona
$495K -$12.8K -64 -2%
WFA
1623
Websterrogers Financial Advisors
South Carolina
$494K
CFS
1624
Cannon Financial Strategists
Georgia
$493K +$13K +65 +3%
PWH
1625
Priebe Wealth Holdings
Minnesota
$493K -$9.38K -47 -2%