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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NC
2051
Napatree Capital
Rhode Island
$231K +$236K +1,180 New
FPGT
2052
Financial Partners Group (Tennessee)
Tennessee
$231K – – –
TNA
2053
True North Advisors
Texas
$230K – – –
WF
2054
WoodTrust Financial
Wisconsin
$230K -$79.9K -400 -25%
VIP
2055
Vista Investment Partners
Oklahoma
$230K +$200 +1 +0.1%
SWM
2056
SK Wealth Management
Rhode Island
$229K – – –
KWMG
2057
King Wealth Management Group
Florida
$229K +$233K +1,168 New
LJAC
2058
L.J. Altfest & Co
New York
$229K +$1.8K +9 +0.8%
MCM
2059
Marathon Capital Management
Maryland
$229K – – –
VW
2060
Vance Wealth
California
$229K – – –
NLP
2061
Next Level Private
New York
$228K +$1.6K +8 +0.7%
LOPW
2062
Live Oak Private Wealth
North Carolina
$228K +$9.98K +50 +4%
PEA
2063
Park Edge Advisors
Ohio
$227K +$1.2K +6 +0.5%
Waverton Investment Management
2064
Waverton Investment Management
United Kingdom
$227K – – –
AFA
2065
Alpha Financial Advisors
North Carolina
$227K – – –
AWM
2066
Able Wealth Management
New Jersey
$226K -$34.5K -173 -13%
EWM
2067
Elevatus Welath Management
New York
$226K +$399 +2 +0.2%
PWPS
2068
Pinnacle Wealth Planning Services
Ohio
$226K +$230K +1,152 New
NRG
2069
Nemes Rush Group
Michigan
$225K +$18.8K +94 +9%
AA
2070
AF Advisors
California
$225K – – –
B
2071
BetterWealth
California
$225K – – –
FFA
2072
Fortune Financial Advisors
Kansas
$225K +$229K +1,148 New
KPWG
2073
KFA Private Wealth Group
Virginia
$225K -$1.2K -6 -0.5%
GSEP
2074
Golden State Equity Partners
California
$222K -$21K -105 -8%
ES
2075
ETF Store
Kansas
$220K -$167K -838 -43%