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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1926
Lynx Investment Advisory
District of Columbia
$122K +$120K +666 New
NOI
1927
Newton One Investments
Delaware
$112K
CFB
1928
Cullen/Frost Bankers
Texas
$112K -$121K -674 -52%
TSMHT
1929
Thurston Springer Miller Herd & Titak
Indiana
$111K +$109K +605 New
BAM
1930
Bellevue Asset Management
Washington
$110K
PPC
1931
Park Place Capital
Alabama
$110K
GA
1932
GoalVest Advisory
New York
$109K
NBT
1933
Northwest Bank & Trust
Iowa
$105K
T
1934
Tidemark
California
$104K -$33.8K -188 -25%
TF
1935
Tompkins Financial
New York
$104K +$30.2K +168 +42%
CT
1936
Clearstead Trust
Maine
$100K
TFA
1937
Toth Financial Advisory
Virginia
$99.9K
IRC
1938
Investors Research Corp
Georgia
$99.3K +$97.9K +544 New
FW
1939
Fairway Wealth
Ohio
$98.6K +$97.2K +540 New
EWM
1940
Evermay Wealth Management
Virginia
$97.6K
HH
1941
HWG Holdings
Texas
$96.8K +$95.4K +530 New
AWM
1942
Avondale Wealth Management
Texas
$94.4K
TLCM
1943
Twin Lakes Capital Management
California
$93.3K
CCA
1944
Criterion Capital Advisors
Tennessee
$91.3K
BLC
1945
Brown, Lisle/Cummings
Rhode Island
$90.4K
CYG
1946
Clean Yield Group
Vermont
$88.7K +$87.5K +486 New
CT
1947
Colonial Trust
South Carolina
$83.6K +$24.3K +135 +42%
WAM
1948
WFA Asset Management
Wisconsin
$83K
RFG
1949
REAP Financial Group
Texas
$81.4K
A
1950
Allianz
Germany
$80.5K