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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
376
Regal Investment Advisors
Michigan
$156K +$146 +2 +0.1%
PSUF
377
People's United Financial
Connecticut
$149K – – –
VIA
378
Vantage Investment Advisors
Pennsylvania
$120K +$116K +1,601 New
BWFA
379
Baltimore-Washington Financial Advisors
Maryland
$107K +$104K +1,426 New
EWM
380
Evercore Wealth Management
New York
$105K +$7.28K +100 +8%
LIA
381
LS Investment Advisors
Michigan
$98K +$94.6K +1,300 New
WRM
382
Westport Resources Management
Connecticut
$95K -$39.9K -548 -30%
BFEC
383
Benjamin F. Edwards & Company
Missouri
$86K +$5.46K +75 +7%
SGC
384
South Georgia Capital
Illinois
$85K +$82.1K +1,129 New
RFA
385
Reilly Financial Advisors
California
$75K +$58.2K +800 +419%
TWA
386
TCI Wealth Advisors
Arizona
$73K +$364 +5 +0.5%
TIM
387
Tortoise Investment Management
New York
$70K – – –
BC
388
Bartlett & Co
Ohio
$68K -$30K -412 -31%
OIA
389
Optimum Investment Advisors
Illinois
$54K +$13.8K +190 +36%
SSB
390
Sandy Spring Bank
Maryland
$50K +$17.7K +243 +57%
PO
391
Private Ocean
California
$49K +$47.7K +656 New
LFG
392
LifePlan Financial Group
Ohio
$42K – – –
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$41.4K +$40K +550 New
PMFA
394
Plante Moran Financial Advisors
Michigan
$39K +$37.6K +517 New
S
395
SignatureFD
Georgia
$37K +$9.46K +130 +36%
TWM
396
Torch Wealth Management
Ohio
$34K +$33K +453 New
SFSIG
397
San Francisco Sentry Investment Group
California
$31K – – –
AssetMark Inc
398
AssetMark Inc
California
$31K +$30.1K +414 New
IAS
399
INR Advisory Services
Pennsylvania
$28K – – –
WA
400
Winfield Associates
Ohio
$24K +$23.1K +318 New