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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1626
PBMares Wealth Management
Virginia
$475K -$80.5K -405 -14%
Welch Group
1627
Welch Group
Alabama
$473K +$3.98K +20 +0.8%
AOWM
1628
Alpha Omega Wealth Management
Virginia
$473K -$10.5K -53 -2%
KAS
1629
KPP Advisory Services
Kentucky
$472K -$105K -529 -18%
PS
1630
Planned Solutions
California
$472K +$2.39K +12 +0.5%
PCA
1631
Prosperity Capital Advisors
Ohio
$472K +$398 +2 +0.1%
HDIM
1632
Hanson & Doremus Investment Management
Vermont
$471K -$44.3K -223 -8%
CF
1633
Clarity Financial
Texas
$471K +$95.6K +481 +25%
NC
1634
North Capital
Utah
$470K +$482K +2,424 New
CCB
1635
Cutter & Co Brokerage
Missouri
$470K +$482K +2,424 New
QWM
1636
Quadcap Wealth Management
Texas
$470K -$16.3K -82 -3%
RSA
1637
River Street Advisors
Illinois
$469K -$3.38K -17 -0.7%
DPI
1638
Diversified Portfolios Inc
Michigan
$469K – – –
HIC
1639
Holderness Investments Company
North Carolina
$467K +$35K +176 +8%
Jane Street
1640
Jane Street
New York
$465K -$1.14M -5,728 -70%
FWM
1641
Focused Wealth Management
New York
$465K +$1.79K +9 +0.4%
RAG
1642
RIA Advisory Group
Iowa
$465K +$74K +372 +18%
CG
1643
Clarus Group
Texas
$464K -$4.57K -23 -1%
HCA
1644
Heck Capital Advisors
Wisconsin
$464K -$1.11M -5,567 -70%
PWA
1645
Physician Wealth Advisors
Utah
$463K -$24.1K -121 -5%
PIM
1646
Penobscot Investment Management
Massachusetts
$462K +$2.98K +15 +0.6%
WCF
1647
West Coast Financial
California
$462K +$197K +989 +71%
PCTC
1648
Perkins Coie Trust Company
Washington
$461K – – –
Chevy Chase Trust
1649
Chevy Chase Trust
Maryland
$461K +$9.94K +50 +2%
DF
1650
Dunhill Financial
United Kingdom
$460K -$50.5K -254 -10%