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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
1926
Institutional & Family Asset Management
Colorado
$124K – – –
LIA
1927
Lynx Investment Advisory
District of Columbia
$122K +$120K +666 New
NOI
1928
Newton One Investments
Delaware
$112K – – –
CFB
1929
Cullen/Frost Bankers
Texas
$112K -$121K -674 -52%
TSMHT
1930
Thurston Springer Miller Herd & Titak
Indiana
$111K +$109K +605 New
BAM
1931
Bellevue Asset Management
Washington
$110K – – –
PPC
1932
Park Place Capital
Alabama
$110K – – –
GA
1933
GoalVest Advisory
New York
$109K – – –
NBT
1934
Northwest Bank & Trust
Iowa
$105K – – –
T
1935
Tidemark
California
$104K -$33.8K -188 -25%
TF
1936
Tompkins Financial
New York
$104K +$30.2K +168 +42%
CT
1937
Clearstead Trust
Maine
$100K – – –
TFA
1938
Toth Financial Advisory
Virginia
$99.9K – – –
IRC
1939
Investors Research Corp
Georgia
$99.3K +$97.9K +544 New
FW
1940
Fairway Wealth
Ohio
$98.6K +$97.2K +540 New
EWM
1941
Evermay Wealth Management
Virginia
$97.6K – – –
HH
1942
HWG Holdings
Texas
$96.8K +$95.4K +530 New
AWM
1943
Avondale Wealth Management
Texas
$94.4K – – –
TLCM
1944
Twin Lakes Capital Management
California
$93.3K – – –
CCA
1945
Criterion Capital Advisors
Tennessee
$91.3K – – –
BLC
1946
Brown, Lisle/Cummings
Rhode Island
$90.4K – – –
CYG
1947
Clean Yield Group
Vermont
$88.7K +$87.5K +486 New
CT
1948
Colonial Trust
South Carolina
$83.6K +$24.3K +135 +42%
WAM
1949
WFA Asset Management
Wisconsin
$83K – – –
RFG
1950
REAP Financial Group
Texas
$81.4K – – –