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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
2026
L.J. Altfest & Co
New York
$240K – – –
NLP
2027
Next Level Private
New York
$240K – – –
BCG
2028
Bravias Capital Group
New Jersey
$239K – – –
MCM
2029
Marathon Capital Management
Maryland
$239K – – –
KWMG
2030
King Wealth Management Group
Florida
$239K – – –
SWGC
2031
Summit Wealth Group (Colorado)
Colorado
$239K +$225K +1,162 New
PEA
2032
Park Edge Advisors
Ohio
$238K – – –
TSWM
2033
Triangle Securities Wealth Management
North Carolina
$238K – – –
WWP
2034
Waypoint Wealth Partners
California
$238K +$225K +1,162 New
CRI
2035
Colonial River Investments
Virginia
$238K -$4.84K -25 -2%
RK
2036
Rather & Kittrell
Tennessee
$238K +$226K +1,167 New
WIM
2037
Waverton Investment Management
United Kingdom
$238K – – –
MWA
2038
Midland Wealth Advisors
Illinois
$237K – – –
NRG
2039
Nemes Rush Group
Michigan
$236K – – –
AA
2040
AF Advisors
California
$235K – – –
CCP
2041
Carmel Capital Partners
California
$235K +$223K +1,149 New
B
2042
BetterWealth
California
$235K – – –
PWP
2043
Prasad Wealth Partners
Ohio
$234K – – –
PWP
2044
Parkwoods Wealth Partners
New York
$234K +$222K +1,143 New
OW
2045
Olistico Wealth
Oklahoma
$234K – – –
ES
2046
ETF Store
Kansas
$234K +$2.71K +14 +1%
POIA
2047
Pin Oak Investment Advisors
Texas
$233K – – –
CA
2048
Callahan Advisors
Texas
$233K +$221K +1,138 New
MWPCG
2049
Measured Wealth Private Client Group
New Hampshire
$231K – – –
AA
2050
Armis Advisers
Georgia
$231K +$217K +1,118 New