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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JJBC
1651
James J. Burns & Company
New York
$460K -$19.7K -99 -4%
LA
1652
Legacy Advisors
Pennsylvania
$458K – – –
1W
1653
1776 Wealth
Georgia
$458K -$99.4K -500 -17%
AFS
1654
Access Financial Services
Minnesota
$457K -$3.98K -20 -0.8%
MCM
1655
Manchester Capital Management
Vermont
$455K +$153K +767 +49%
LWP
1656
LMG Wealth Partners
Louisiana
$455K -$51.3K -258 -10%
LEA
1657
Legacy Edge Advisors
New York
$455K – – –
LIWM
1658
Long Island Wealth Management
New York
$454K -$1.59K -8 -0.3%
MWM
1659
Manske Wealth Management
Texas
$452K – – –
M
1660
MYeCFO
California
$451K -$7.36K -37 -2%
KFI
1661
Key Financial Inc
Pennsylvania
$451K – – –
SWA
1662
Sightline Wealth Advisors
Connecticut
$450K +$2.19K +11 +0.5%
EPW
1663
Endeavor Private Wealth
Kansas
$450K +$461K +2,320 New
DIM
1664
Delta Investment Management
California
$449K +$122K +614 +36%
TW
1665
TritonPoint Wealth
Maryland
$447K +$62.4K +314 +16%
CAM
1666
Creekmur Asset Management
Illinois
$445K -$11.5K -58 -2%
MCA
1667
Magnolia Capital Advisors
Mississippi
$443K +$14.9K +75 +3%
CIA
1668
Cape Investment Advisory
Georgia
$442K -$8.15K -41 -2%
HWMO
1669
Heritage Wealth Management (Ohio)
Ohio
$441K +$24.1K +121 +6%
FWM
1670
ForthRight Wealth Management
Georgia
$439K – – –
AIS
1671
Accredited Investor Services
Minnesota
$439K – – –
FWM
1672
Fingerlakes Wealth Management
New York
$439K +$2.19K +11 +0.5%
ALA
1673
Atlas Legacy Advisors
California
$438K -$386K -1,940 -46%
AW
1674
Avion Wealth
Texas
$438K – – –
OA
1675
Operose Advisors
Wisconsin
$438K +$39K +196 +10%