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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
2126
Coastline Trust
Rhode Island
$191K
RBC
2127
Roble Belko & Company
Pennsylvania
$180K
ME
2128
McIlrath & Eck
Washington
$176K
CT
2129
Clearstead Trust
Maine
$175K +$61.4K +317 +59%
MM
2130
Main Management
California
$170K
MEG
2131
Millstone Evans Group
Colorado
$163K
RF
2132
Rossby Financial
Florida
$160K +$7.75K +40 +5%
BFP
2133
Briaud Financial Planning
Texas
$160K
CPG
2134
Cornerstone Planning Group
New Jersey
$157K -$17.1K -88 -10%
SR
2135
Syntax Research
Florida
$155K
PGAM
2136
Princeton Global Asset Management
New Jersey
$152K -$55.6K -287 -28%
GM
2137
GeoWealth Management
Illinois
$151K +$12.2K +63 +9%
SAS
2138
Stelac Advisory Services
New York
$145K
MIM
2139
MTM Investment Management
South Carolina
$145K +$137K +707 New
EWP
2140
Elevation Wealth Partners
California
$144K
CB
2141
Centennial Bank
Arkansas
$143K -$31K -160 -19%
BLC
2142
Brown, Lisle/Cummings
Rhode Island
$142K
MFT
2143
Moisand Fitzgerald Tamayo
Florida
$141K -$5.62K -29 -4%
CW
2144
Cooksen Wealth
Texas
$135K -$21.5K -111 -14%
WAS
2145
Winch Advisory Services
Wisconsin
$134K +$38.8K +200 +44%
BCM
2146
Boreal Capital Management
Florida
$134K +$126K +650 New
MLA
2147
MB, Levis & Associates
Pennsylvania
$133K
CTA
2148
Colonial Trust Advisors
South Carolina
$133K +$55.8K +288 +79%
BAM
2149
Bellevue Asset Management
Washington
$129K +$194 +1 +0.2%
NOI
2150
Newton One Investments
Delaware
$128K