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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1626
KPP Advisory Services
Kentucky
$498K
FWM
1627
Focused Wealth Management
New York
$497K +$6.4K +33 +1%
NC
1628
North Capital
Utah
$496K
PL
1629
Plancorp LLC
Missouri
$494K +$133K +687 +40%
DPI
1630
Diversified Portfolios Inc
Michigan
$493K -$969 -5 -0.2%
BZWA
1631
Blue Zone Wealth Advisors
California
$493K +$42.6K +220 +10%
HIC
1632
Holderness Investments Company
North Carolina
$493K
BCM
1633
Brookmont Capital Management
Texas
$491K -$34.3K -177 -7%
IWM
1634
IMG Wealth Management
Florida
$491K +$109K +564 +31%
AGP
1635
Aspire Growth Partners
Florida
$490K +$150K +772 +48%
CG
1636
Clarus Group
Texas
$489K
SAM
1637
S.A. Mason
Michigan
$489K -$31K -160 -6%
PCTC
1638
Perkins Coie Trust Company
Washington
$487K
IWM
1639
Iams Wealth Management
Nebraska
$486K +$461K +2,376 New
Luther King Capital Management (LKCM)
1640
Luther King Capital Management (LKCM)
Texas
$484K
PWA
1641
Physician Wealth Advisors
Utah
$483K -$4.84K -25 -1%
1W
1642
1776 Wealth
Georgia
$483K
RWM
1643
Revisor Wealth Management
Ohio
$481K +$35.1K +181 +8%
LWP
1644
LMG Wealth Partners
Louisiana
$480K
WAM
1645
Walker Asset Management
Missouri
$479K +$56.2K +290 +14%
LEA
1646
Legacy Edge Advisors
New York
$479K -$581 -3 -0.1%
LIWM
1647
Long Island Wealth Management
New York
$479K
MWM
1648
Manske Wealth Management
Texas
$477K
M
1649
MYeCFO
California
$476K
SWA
1650
Sightline Wealth Advisors
Connecticut
$475K