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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHIA
2101
Birch Hill Investment Advisors
Massachusetts
$318K
SGWP
2102
Sun Group Wealth Partners
California
$318K +$93.2K +406 +43%
JF
2103
Joule Financial
Kentucky
$317K -$1.15K -5 -0.4%
IA
2104
IAM Advisory
Pennsylvania
$317K +$1.38K +6 +0.4%
PCS
2105
Private Client Services
Kentucky
$317K -$1.38K -6 -0.4%
DA
2106
Dash Acquisitions
California
$316K -$2.98K -13 -1%
HFA
2107
Hershey Financial Advisers
Pennsylvania
$315K +$306K +1,333 New
NWMG
2108
Nicholson Wealth Management Group
South Carolina
$315K +$306K +1,333 New
FFG
2109
First Financial Group
North Carolina
$315K +$230 +1 +0.1%
EWM
2110
EPG Wealth Management
Georgia
$313K -$6.43K -28 -2%
KCP
2111
Kera Capital Partners
California
$313K +$230 +1 +0.1%
SWM
2112
SilverOak Wealth Management
Minnesota
$312K
UFPG
2113
United Financial Planning Group
New York
$312K +$230 +1 +0.1%
WA
2114
Westfuller Advisors
New York
$312K -$89.3K -389 -23%
SWMP
2115
Signature Wealth Management Partners
New Jersey
$312K -$11K -48 -4%
GCM
2116
Gunpowder Capital Management
Maryland
$312K
TW
2117
TritonPoint Wealth
Maryland
$312K +$5.51K +24 +2%
WWM
2118
Wolff Wiese Magana
California
$311K -$1.38K -6 -0.5%
RIS
2119
Retirement Income Solutions
Michigan
$311K
FA
2120
Fermata Advisors
California
$311K -$18.6K -81 -6%
RFA
2121
Reyes Financial Architecture
California
$310K
CPA
2122
Cathy Pareto & Associates
Florida
$308K -$4.13K -18 -1%
SC
2123
Schubert & Co
Texas
$308K
NLP
2124
Next Level Private
New York
$308K -$689 -3 -0.2%
I
2125
IMPACTfolio
Colorado
$306K -$6.66K -29 -2%