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Vanguard Dividend Appreciation ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Matt Coyne DAVIDSON TRUST Co. | 2,072 | $490,277 | $495,560.24 | $5,283.24 | 1.08% |
| BJK Brian J. Kopinski Woodmont Investment Counsel LLC | 43,967 | $3.59M | $10.52M | $6.93M | 192.88% |
| SBC Steven B. Crockett SOUTH PLAINS FINANCIAL Inc. | 2,856 | $559,289 | $703,118.64 | $143,829.64 | 25.72% |
| SN SueAnn Niehaus West Bancorporation Inc | 4,137 | $706,799.98 | $989,446.29 | $282,646.31 | 39.99% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 6,299 | $1.25M | $1.51M | $260,245.79 | 20.88% |
| TB Thomas Baker Blue Oak Capital LLC | 2,580 | $505,241.6 | $611,511.6 | $106,270 | 21.03% |
 Steven Scruggs FPA Queens Road Small Cap Value Fund | 8,299 | $1.75M | $2.04M | $296,129.25 | 16.95% |
 Chilton Investment Chilton Investment Co Inc. | 1,065 | $229,039 | $261,372.3 | $32,333.3 | 14.12% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 514,588 | $76.45M | $125.75M | $49.3M | 64.48% |
 Private Capital Private Capital Management | 16,830 | $2.6M | $4.13M | $1.53M | 58.94% |
 Winthrop Advisory Group Winthrop Advisory Group LLC | 21,704 | $3.65M | $5.19M | $1.54M | 42.22% |
 Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 1,969 | $366,415.98 | $470,925.73 | $104,509.75 | 28.52% |
 Austin Private Wealth Austin Private Wealth LLC | 6,410 | $722,968.36 | $1.53M | $810,111.34 | 112.05% |
 SkyOak Wealth SkyOak Wealth LLC | 33,160 | $4.37M | $7.93M | $3.56M | 81.39% |
 Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 3,532 | $701,032.69 | $844,748.44 | $143,715.75 | 20.5% |
 Asio Capital Asio Capital LLC | 1,745 | $352,760.94 | $417,351.65 | $64,590.71 | 18.31% |
 Keebeck Wealth Management Keebeck Wealth Management LLC | 1,105 | $170,200.8 | $271,597.95 | $101,397.15 | 59.58% |
| RR rosemary richard WCG Wealth Advisors LLC | 22,035 | $4.84M | $5.41M | $572,308.04 | 11.84% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 148 | $31,936.92 | $35,397.16 | $3,460.24 | 10.83% |
| YA Yinka Akinsola Blue Trust Inc. | 8,894 | $1.95M | $2.13M | $178,207.28 | 9.14% |
