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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRC
301
Curi RMB Capital
Illinois
$421K +$413K +5,601 New
WRTC
302
Wind River Trust Company
Wyoming
$420K -$196K -2,650 -32%
GC
303
Gibson Capital
Pennsylvania
$416K +$408K +5,529 New
ACM
304
Apex Capital Management
Ohio
$415K +$407K +5,512 New
BFO
305
Boston Family Office
Massachusetts
$411K -$85.6K -1,160 -18%
FCI
306
Financial Counselors Inc
Kansas
$407K +$6.27K +85 +2%
BBHC
307
Brown Brothers Harriman & Co
New York
$398K -$193K -2,615 -33%
CBU
308
CIBC Bank USA
Illinois
$398K -$95.5K -1,294 -20%
BRWA
309
B. Riley Wealth Advisors
Florida
$394K +$5.83K +79 +2%
VA
310
Valmark Advisers
Ohio
$391K +$27.1K +367 +8%
RFC
311
Regions Financial Corp
Alabama
$390K -$27.6K -374 -7%
GJIC
312
Gamble Jones Investment Counsel
California
$383K -$16.8K -228 -4%
GLRA
313
Gerald L. Ray & Associates
Texas
$377K +$74 +1 +0%
PVH
314
Psagot Value Holdings
Israel
$376K
FSC
315
Fiduciary Services Corp
Georgia
$372K +$38.7K +524 +12%
NSIM
316
North Star Investment Management
Illinois
$367K
SGCA
317
Steel Grove Capital Advisors
Tennessee
$364K +$357K +4,842 New
BHB
318
Bank Hapoalim BM
Israel
$361K -$53.1K -720 -13%
BAM
319
Barrett Asset Management
New York
$361K
CAM
320
Carret Asset Management
New York
$360K +$4.8K +65 +1%
BCM
321
Brookstone Capital Management
Illinois
$358K +$7.82K +106 +2%
WC
322
Whitnell & Co
Illinois
$354K
MAS
323
Madden Advisory Services
Florida
$354K +$19.6K +265 +6%
WKWM
324
Walter & Keenan Wealth Management
Indiana
$351K +$344K +4,660 New
MHIM
325
MacNealy Hoover Investment Management
Ohio
$340K