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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFG
1976
Kropog Financial Group
Louisiana
$262K +$267K +1,336 New
WF
1977
Wayfinding Financial
Washington
$261K +$266K +1,334 New
CWA
1978
Clearview Wealth Advisors
Oregon
$261K +$4.39K +22 +2%
TF
1979
Tenon Financial
New Jersey
$260K +$267K +1,336 New
NRC
1980
New Republic Capital
North Carolina
$260K +$57.1K +286 +27%
TSWM
1981
Triangle Securities Wealth Management
North Carolina
$260K -$243K -1,218 -48%
DWMS
1982
Dominguez Wealth Management Solutions
Virginia
$260K +$799 +4 +0.3%
BHWM
1983
Bay Harbor Wealth Management
Maryland
$259K -$45.7K -229 -15%
WWM
1984
Wolff Wiese Magana
California
$259K +$1.2K +6 +0.5%
CIA
1985
Caerus Investment Advisors
Texas
$258K – – –
CPA
1986
Cathy Pareto & Associates
Florida
$258K +$263K +1,318 New
WCM
1987
Windsor Capital Management
Arizona
$258K -$3.59K -18 -1%
LWM
1988
Lodestone Wealth Management
Washington
$258K -$21.8K -109 -8%
ISB
1989
Iowa State Bank
Iowa
$258K – – –
RFA
1990
Reyes Financial Architecture
California
$257K +$262K +1,312 New
OW
1991
Olistico Wealth
Oklahoma
$256K +$399 +2 +0.2%
CWP
1992
Concord Wealth Partners
Virginia
$256K +$1.2K +6 +0.5%
BAAM
1993
Baker Avenue Asset Management
California
$255K – – –
FSWA
1994
Financial Synergies Wealth Advisors
Texas
$255K -$30.9K -155 -11%
SC
1995
Schubert & Co
Texas
$255K – – –
TLFA
1996
True Link Financial Advisors
California
$254K +$46.7K +234 +22%
GCM
1997
G2 Capital Management
Ohio
$253K – – –
PWP
1998
Prasad Wealth Partners
Ohio
$253K +$258K +1,290 New
RMC
1999
Resources Management Corp
Connecticut
$252K – – –
MCP
2000
Mirador Capital Partners
California
$251K – – –