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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
1976
Core Alternative Capital
Georgia
$47.6K – – –
DWA
1977
Dougherty Wealth Advisers
Minnesota
$45.6K – – –
SN
1978
Sittner & Nelson
Oregon
$45.6K – – –
VWM
1979
Valley Wealth Managers
New Jersey
$44.7K – – –
DWM
1980
Dogwood Wealth Management
Kansas
$44.4K – – –
BWM
1981
Bullock Wealth Management
Indiana
$44K -$16K -89 -27%
CSWM
1982
Cassady Schiller Wealth Management
Ohio
$43.6K – – –
HWM
1983
Horizons Wealth Management
North Carolina
$41.6K – – –
PWMG
1984
Private Wealth Management Group
New Jersey
$39.1K – – –
BAM
1985
Byrne Asset Management
New Jersey
$38.4K – – –
BHWM
1986
Beaird Harris Wealth Management
Texas
$38.2K – – –
CIAS
1987
CBIZ Investment Advisory Services
Ohio
$38K – – –
GTAM
1988
Global Trust Asset Management
Florida
$36.7K – – –
CMA
1989
Cedar Mountain Advisors
Oregon
$36.1K – – –
NECFA
1990
New England Capital Financial Advisors
Connecticut
$35K – – –
OWA
1991
Opal Wealth Advisors
New York
$33.8K – – –
HWM
1992
HighMark Wealth Management
Minnesota
$33.7K +$26.1K +145 +372%
PCA
1993
Providence Capital Advisors
North Carolina
$33K +$32.6K +181 New
BSB
1994
Bangor Savings Bank
Maine
$32.9K +$4.14K +23 +15%
FIA
1995
FPC Investment Advisory
California
$32.7K – – –
ME
1996
McIlrath & Eck
Washington
$32.5K – – –
TIM
1997
Thompson Investment Management
Wisconsin
$31.9K – – –
CPG
1998
Cornerstone Planning Group
New Jersey
$29.4K +$6.12K +34 +26%
RCM
1999
Rain Capital Management
Oregon
$29.3K – – –
HF
2000
Halpern Financial
Virginia
$29.2K -$54.2K -301 -65%