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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFB
1676
Cullen/Frost Bankers
Texas
$96.1K +$24.9K +167 +36%
BAM
1677
Bellevue Asset Management
Washington
$95.4K -$9.99K -67 -10%
ATC
1678
Adirondack Trust Company
New York
$95.2K
MWC
1679
MBM Wealth Consultants
Missouri
$95K
EI
1680
Ellevest Inc
New York
$93.9K
CCM
1681
Cribstone Capital Management
Maine
$92K
NOI
1682
Newton One Investments
Delaware
$91.3K
PPC
1683
Park Place Capital
Alabama
$91K +$89.4K +600 New
GA
1684
GoalVest Advisory
New York
$90.8K
BC
1685
Burleson & Co
California
$90.4K +$52.9K +355 +147%
WAM
1686
WFA Asset Management
Wisconsin
$89.1K +$596 +4 +0.7%
BLC
1687
Brown, Lisle/Cummings
Rhode Island
$85K
AWM
1688
Avondale Wealth Management
Texas
$78.6K
TWD
1689
True Wealth Design
Ohio
$78.1K +$76.6K +514 New
RWPA
1690
Richard W. Paul & Associates
Michigan
$77.7K +$76.3K +512 New
MM
1691
Main Management
California
$77K +$36.4K +244 +93%
TLCM
1692
Twin Lakes Capital Management
California
$77K +$149 +1 +0.2%
TFA
1693
Toth Financial Advisory
Virginia
$74.4K
MWM
1694
MinichMacGregor Wealth Management
New York
$70.3K +$69K +463 New
CAS
1695
Coppell Advisory Solutions
Texas
$69.7K +$68.4K +459 New
CASC
1696
Coppell Advisory Solutions Corp
Texas
$69.7K +$68.4K +459 New
HF
1697
Halpern Financial
Virginia
$67.7K
MAWCM
1698
Mine & Arao Wealth Creation & Management
California
$66.2K
CTA
1699
Colonial Trust Advisors
South Carolina
$63K +$61.9K +415 New
CT
1700
Clearstead Trust
Maine
$63K +$4.32K +29 +7%