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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
2026
Wealthcare Capital Management
Virginia
$364K -$12.9K -56 -4%
BWP
2027
Bernardo Wealth Planning
Pennsylvania
$363K +$459 +2 +0.1%
HBT
2028
Hills Bank & Trust
Iowa
$362K – – –
FCM
2029
Fourpath Capital Management
Oklahoma
$362K +$230 +1 +0.1%
DWMS
2030
Dominguez Wealth Management Solutions
Virginia
$362K +$13.5K +59 +4%
LWM
2031
Lodestone Wealth Management
Washington
$360K -$15.2K -66 -4%
IIM
2032
Ipswich Investment Management
Massachusetts
$360K – – –
IFPG
2033
Intrepid Financial Planning Group
Indiana
$360K -$4.59K -20 -1%
OPA
2034
Old Port Advisors
Maine
$360K +$53K +231 +18%
BFG
2035
Bouchey Financial Group
New York
$360K +$230 +1 +0.1%
LCWM
2036
Legacy Capital Wealth Management
Texas
$359K -$10.1K -44 -3%
CCA
2037
Checchi Capital Advisers
California
$359K -$35.6K -155 -9%
WBC
2038
West Branch Capital
Massachusetts
$359K -$34K -148 -9%
IF
2039
Intrua Financial
Texas
$359K -$67K -292 -16%
KPP
2040
Kings Path Partners
Texas
$358K -$8.5K -37 -2%
CWRP
2041
Cassady Wealth & Retirement Planning
Nevada
$357K -$45.9K -200 -12%
APW
2042
Aurora Private Wealth
New Jersey
$356K -$96K -418 -22%
CCG
2043
Coastwise Capital Group
California
$356K +$345K +1,504 New
AAG
2044
Accordant Advisory Group
Maryland
$355K -$2.75K -12 -0.8%
HAS
2045
Holland Advisory Services
Florida
$355K -$64.3K -280 -16%
WFP
2046
Wrenne Financial Planning
Kentucky
$355K – – –
RA
2047
Riversedge Advisors
Delaware
$354K – – –
LBC
2048
Leigh Baldwin & Co
New York
$354K – – –
SFS
2049
Summit Financial Strategies
Ohio
$354K +$71.9K +313 +26%
LCWP
2050
Legacy Capital Wealth Partners
Arkansas
$353K -$16.5K -72 -5%