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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JPTCCM
426
J.P. Turner & Co Capital Management
Georgia
$283K +$33.6K +415 +13%
AHS
427
Aspiriant Holdings S3
California
$280K -$268K -3,310 -48%
CBU
428
CIBC Bank USA
Illinois
$280K -$486 -6 -0.2%
LA
429
Lau Associates
Delaware
$275K – – –
GA
430
Geller Advisors
New York
$270K – – –
UR
431
USCA RIA
Texas
$262K +$19.4K +240 +8%
BBPWM
432
Blue Bell Private Wealth Management
Pennsylvania
$261K -$21.3K -263 -7%
NGA
433
Naples Global Advisors
Florida
$261K – – –
DC
434
Deschaine & Company
Illinois
$261K +$13.9K +171 +5%
BCM
435
Brookmont Capital Management
Texas
$259K -$14.1K -174 -5%
AIM
436
Aspen Investment Management
Michigan
$259K – – –
FA
437
FDx Advisors
Illinois
$256K +$28.8K +355 +12%
KC
438
Kingfisher Capital
North Carolina
$252K – – –
GF
439
Gerstein Fisher
New York
$251K -$63.5K -784 -20%
Bank of Nova Scotia
440
Bank of Nova Scotia
Ontario, Canada
$248K -$14M -172,651 -98%
SWM
441
SVA Wealth Management
Wisconsin
$247K +$39.3K +485 +18%
NDSI
442
Newman Dignan & Sheerar Inc
Rhode Island
$245K -$2.03K -25 -0.8%
BWFM
443
Bridgewater Wealth & Financial Management
Maryland
$245K – – –
PCA
444
Personal Capital Advisors
California
$241K +$249K +3,071 New
MCM
445
Murphy Capital Management
New Jersey
$238K -$30.4K -375 -11%
MPWT
446
MassMutual Private Wealth & Trust
Connecticut
$238K +$40.5K +500 +20%
JFGIW
447
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$237K – – –
FPCP
448
Fort Point Capital Partners
California
$236K – – –
JIP
449
Jaffetilchin Investment Partners
Florida
$232K – – –
CIC
450
Cornercap Investment Counsel
Georgia
$230K – – –