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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPW
1976
Flagship Private Wealth
Massachusetts
$384K +$459 +2 +0.1%
WFA
1977
WJ Financial Advisors
Connecticut
$384K
WFS
1978
Weitzel Financial Services
Iowa
$383K +$7.12K +31 +2%
WF
1979
WinCap Financial
Massachusetts
$382K -$11.5K -50 -3%
TFA
1980
Trinity Financial Advisors
Ohio
$380K -$31.9K -139 -8%
VCP
1981
Vista Capital Partners
Oregon
$380K -$29.6K -129 -7%
AIP
1982
ARS Investment Partners
New York
$379K
CAM
1983
Costello Asset Management
Pennsylvania
$379K -$125K -543 -25%
GAM
1984
Grandview Asset Management
Pennsylvania
$379K -$6.43K -28 -2%
PWP
1985
Prasad Wealth Partners
Ohio
$379K -$85K -370 -19%
LC
1986
Landaas & Company
Wisconsin
$378K
BWL
1987
Bogart Wealth LLC
Virginia
$377K -$256K -1,117 -41%
GRR
1988
Golden Reserve Retirement
Ohio
$376K +$365K +1,589 New
OC
1989
Oakworth Capital
Alabama
$375K
MPCL
1990
My Personal CFO LLC
Washington
$375K +$230 +1 +0.1%
WN
1991
Williams & Novak
California
$375K
CFS
1992
Commonwealth Financial Services
West Virginia
$374K +$7.58K +33 +2%
VW
1993
Veridan Wealth
Oregon
$374K -$54.9K -239 -13%
PE
1994
PCM Encore
Colorado
$374K -$233K -1,015 -39%
MIC
1995
Means Investment Company
Maine
$373K +$918 +4 +0.3%
WFS
1996
Walker Financial Services
Kentucky
$373K +$362K +1,575 New
CG
1997
Clarus Group
Texas
$371K -$187K -814 -34%
WMA
1998
Wealth Management Associates
New Jersey
$371K
TCM
1999
TruNorth Capital Management
Michigan
$371K
EC
2000
Eaton-Cambridge
Arizona
$371K -$35.1K -153 -9%