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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRR
2001
Golden Reserve Retirement
Ohio
$376K +$365K +1,589 New
OC
2002
Oakworth Capital
Alabama
$375K – – –
MPCL
2003
My Personal CFO LLC
Washington
$375K +$230 +1 +0.1%
WN
2004
Williams & Novak
California
$375K – – –
CFS
2005
Commonwealth Financial Services
West Virginia
$374K +$7.58K +33 +2%
VW
2006
Veridan Wealth
Oregon
$374K -$54.9K -239 -13%
PE
2007
PCM Encore
Colorado
$374K -$233K -1,015 -39%
MIC
2008
Means Investment Company
Maine
$373K +$918 +4 +0.3%
WFS
2009
Walker Financial Services
Kentucky
$373K +$362K +1,575 New
CG
2010
Clarus Group
Texas
$371K -$187K -814 -34%
WMA
2011
Wealth Management Associates
New Jersey
$371K – – –
TCM
2012
TruNorth Capital Management
Michigan
$371K – – –
EC
2013
Eaton-Cambridge
Arizona
$371K -$35.1K -153 -9%
ST
2014
Spinnaker Trust
Maine
$370K -$33.8K -147 -9%
TPWA
2015
Twin Peaks Wealth Advisors
California
$370K +$208K +907 +138%
SIC
2016
Sterling Investment Counsel
New York
$370K -$85K -370 -19%
BFA
2017
Beaumont Financial Advisors
Massachusetts
$369K – – –
MPAM
2018
Murphy Pohlad Asset Management
Minnesota
$369K -$21.1K -92 -6%
OPWM
2019
Oxinas Partners Wealth Management
Indiana
$369K +$1.15K +5 +0.3%
WF
2020
Wayfinding Financial
Washington
$368K +$8.73K +38 +3%
PWM
2021
Provident Wealth Management
Tennessee
$368K +$1.38K +6 +0.4%
SWM
2022
Shakespeare Wealth Management
Wisconsin
$367K +$39K +170 +12%
UWP
2023
Uniting Wealth Partners
Kansas
$366K -$224K -976 -39%
WA
2024
WP Advisors
California
$365K +$1.61K +7 +0.5%
LI
2025
LifeWealth Investments
Florida
$365K +$25.7K +112 +8%