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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2301
Bernicke Wealth Management
Wisconsin
$213K +$211K +968 New
CWM
2302
Chesapeake Wealth Management
Virginia
$212K +$211K +965 New
AFG
2303
Altiora Financial Group
Ohio
$212K – – –
NJIM
2304
Nabity-Jensen Investment Management
Nebraska
$211K – – –
CWM
2305
Copia Wealth Management
Oregon
$211K – – –
Advance Capital Management
2306
Advance Capital Management
Michigan
$211K +$210K +959 New
FC
2307
Financial Consulate
Maryland
$210K -$16.6K -76 -7%
BW
2308
Balance Wealth
Ohio
$210K +$209K +955 New
FSBI
2309
Fearless Solutions (Best Invest)
Texas
$210K – – –
KG
2310
Kilter Group
New York
$209K +$11.1K +51 +6%
WAG
2311
Windsor Advisory Group
Ohio
$209K +$208K +951 New
HWMT
2312
Heritage Wealth Management (Texas)
Texas
$209K – – –
SIA
2313
SeaBridge Investment Advisors
New Jersey
$209K -$437 -2 -0.2%
WC
2314
Westhampton Capital
North Carolina
$209K – – –
TWPM
2315
Total Wealth Planning & Management
Florida
$207K +$206K +944 New
WP
2316
WealthPLAN Partners
Nebraska
$207K +$206K +943 New
FA
2317
Fermata Advisors
California
$207K +$655 +3 +0.3%
CA
2318
Cresta Advisors
Texas
$207K +$206K +941 New
EFA
2319
Edge Financial Advisors
Illinois
$206K +$1.75K +8 +0.9%
OAS
2320
Optivise Advisory Services
Tennessee
$206K +$218 +1 +0.1%
SteelPeak Wealth
2321
SteelPeak Wealth
California
$206K -$2.9M -13,263 -93%
SGWP
2322
Sun Group Wealth Partners
California
$206K +$205K +936 New
GCG
2323
Gilbert Capital Group
Maine
$205K +$204K +934 New
CA
2324
CapWealth Advisors
Tennessee
$205K – – –
HFP
2325
Holistic Financial Partners
Indiana
$205K – – –