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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1751
SageGuard Financial Group
Tennessee
$554K +$2.53K +11 +0.5%
CI
1752
CX Institutional
Indiana
$552K -$17.7K -77 -3%
AWM
1753
Abound Wealth Management
Tennessee
$552K +$1.84K +8 +0.3%
OBGC
1754
O'Brien Greene & Co
Pennsylvania
$551K +$2.3K +10 +0.4%
MCM
1755
Mengis Capital Management
Oregon
$549K +$230 +1 +0%
SFP
1756
Shepherd Financial Partners
Massachusetts
$549K +$60.6K +264 +13%
GFWA
1757
Grey Fox Wealth Advisors
Delaware
$548K +$105K +459 +25%
TIM
1758
Tortoise Investment Management
New York
$547K -$14.2K -62 -3%
FWM
1759
Fingerlakes Wealth Management
New York
$545K +$2.3K +10 +0.4%
SFG
1760
Strive Financial Group
Indiana
$543K -$40.2K -175 -7%
OA
1761
Operose Advisors
Wisconsin
$543K +$230 +1 +0%
1W
1762
1776 Wealth
Georgia
$542K
KFA
1763
Kapstone Financial Advisors
Ohio
$539K +$523K +2,279 New
RW
1764
Regimen Wealth
Georgia
$536K +$2.07K +9 +0.4%
WC
1765
Whitney & Co
New York
$535K +$105K +457 +25%
WAM
1766
Walker Asset Management
Missouri
$533K -$20.4K -89 -4%
Chevy Chase Trust
1767
Chevy Chase Trust
Maryland
$532K
KFI
1768
Key Financial Inc
Pennsylvania
$532K -$21.8K -95 -4%
SIM
1769
Stratos Investment Management
Ohio
$531K -$25.9K -113 -5%
CWG
1770
Cornerstone Wealth Group
North Carolina
$531K -$21.4K -93 -4%
PAS
1771
PKS Advisory Services
New York
$531K +$23.4K +102 +5%
RE
1772
Rydar Equities
Texas
$531K +$2.07K +9 +0.4%
MWA
1773
MN Wealth Advisors
Kansas
$530K +$16.5K +72 +3%
GWS
1774
Greykasell Wealth Strategies
California
$530K +$2.07K +9 +0.4%
DFP
1775
Donalies Financial Planning
District of Columbia
$530K