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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAT
1751
First American Trust
California
$260K +$176 +1 +0.1%
MWM
1752
Maripau Wealth Management
Indiana
$260K -$51.5K -293 -17%
HTHT
1753
Hemenway Trust Hemenway Trust
New Hampshire
$259K -$22K -125 -8%
WCM
1754
Windsor Capital Management
Arizona
$259K
DIM
1755
Delta Investment Management
California
$259K +$249K +1,419 New
LWM
1756
Lodestone Wealth Management
Washington
$259K -$5.8K -33 -2%
RIG
1757
RiverFront Investment Group
Virginia
$259K +$249K +1,418 New
MCM
1758
MV Capital Management
Maryland
$259K
CST
1759
Charles Schwab Trust
Nevada
$258K +$248K +1,414 New
GHA
1760
Granite Harbor Advisors
Texas
$258K +$1.05K +6 +0.4%
CCA
1761
Checchi Capital Advisers
California
$257K
OFS
1762
Oldfather Financial Services
Nebraska
$256K -$18.8K -107 -7%
WA
1763
WP Advisors
California
$256K +$351 +2 +0.1%
TI
1764
Truepoint Inc
Ohio
$255K +$15.1K +86 +7%
FWM
1765
ForthRight Wealth Management
Georgia
$255K +$246K +1,398 New
GG
1766
Gleason Group
Kentucky
$255K +$878 +5 +0.4%
MSG
1767
Main Street Group
Virginia
$255K +$1.05K +6 +0.4%
SIA
1768
Spectrum Investment Advisors
Wisconsin
$254K
EWP
1769
Elevation Wealth Partners
California
$253K +$3.51K +20 +1%
AIA
1770
Alternative Investment Advisors
Florida
$253K +$1.05K +6 +0.4%
SHWM
1771
Smith & Howard Wealth Management
Georgia
$252K
JEST
1772
JTC Employer Solutions Trustee
Jersey
$251K
AWM
1773
Abound Wealth Management
Tennessee
$251K +$11.4K +65 +5%
BGAI
1774
Bruce G. Allen Investments
Colorado
$250K +$527 +3 +0.2%
TLFA
1775
True Link Financial Advisors
California
$250K -$69.7K -397 -22%