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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1701
Mystic Asset Management
Rhode Island
$12K +$12.4K +75 New
HNWA
1702
Henrickson Nauta Wealth Advisors
Michigan
$11K +$10.9K +66 New
CFFP
1703
Center for Financial Planning
Michigan
$10K – – –
TFA
1704
Transamerica Financial Advisors
Florida
$10K – – –
GWMI
1705
Guardian Wealth Management (Illinois)
Illinois
$10K +$9.39K +57 New
IAS
1706
IMA Advisory Services
Colorado
$9K -$15.3K -93 -63%
SN
1707
Sittner & Nelson
Oregon
$9K – – –
PP
1708
PFS Partners
New Jersey
$8.01K +$7.75K +47 New
MP
1709
McDonald Partners
Ohio
$6.18K -$6.25M -37,901 -100%
ACM
1710
Absolute Capital Management
Pennsylvania
$6.18K +$5.93K +36 New
MS
1711
Mizuho Securities
Japan
$6K +$165 +1 +3%
SIAP
1712
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K +$1.32K +8 +30%
CFN
1713
Cordasco Financial Network
Florida
$5K – – –
GTAM
1714
Global Trust Asset Management
Florida
$5K – – –
SWA
1715
SOA Wealth Advisors
New York
$5K – – –
FCAS
1716
First Command Advisory Services
Texas
$5K +$4.45K +27 New
GWMIA
1717
Global Wealth Management Investment Advisory
Florida
$4K +$1.81K +11 +79%
LFA
1718
Level Financial Advisors
New York
$4K +$3.79K +23 New
JMF
1719
Johnson Midwest Financial
Iowa
$3K – – –
MRCM
1720
M&R Capital Management
New Jersey
$3K +$3.3K +20 New
LPWM
1721
Lake Point Wealth Management
Texas
$1K – – –
TIM
1722
Tevis Investment Management
Texas
$1K +$1.15K +7 New
WP
1723
WMS Partners
Maryland
– -$16.8M -109,533 Closed
JGIA
1724
Jackson Grant Investment Advisers
Connecticut
– -$14.7M -95,981 Closed
NL
1725
NEPC LLC
Massachusetts
– -$11.7M -76,200 Closed