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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BG
451
Bahl & Gaynor
Ohio
$218K +$2.77K +35 +1%
MCM
452
MAI Capital Management
Ohio
$217K +$212K +2,677 New
CAMI
453
Concord Asset Management (Illinois)
Illinois
$215K -$23.7K -300 -10%
HBT
454
Hills Bank & Trust
Iowa
$215K
SWM
455
SVA Wealth Management
Wisconsin
$215K
FPCP
456
Fort Point Capital Partners
California
$215K +$210K +2,653 New
RMCM
457
Reynders McVeigh Capital Management
Massachusetts
$213K
KT
458
Kanaly Trust
Texas
$207K
WF
459
Welch & Forbes
Massachusetts
$203K +$198K +2,500 New
IP
460
Investment Partners
Ohio
$203K +$198K +2,506 New
HPBT
461
High Point Bank & Trust
North Carolina
$193K -$6.69M -84,585 -97%
ST
462
Smithfield Trust
Pennsylvania
$169K
GWA
463
Genesis Wealth Advisors
Massachusetts
$152K +$145K +1,833 New
ASN
464
Advisory Services Network
Georgia
$152K +$150K +1,895 New
FCCM
465
First City Capital Management
Georgia
$136K +$35.6K +450 +37%
WEC
466
Winslow Evans & Crocker
Massachusetts
$135K -$103K -1,298 -44%
CFA
467
CT Financial Advisors
Pennsylvania
$131K +$127K +1,610 New
SSB
468
Sandy Spring Bank
Maryland
$128K -$56.1K -710 -31%
FMT
469
First Mercantile Trust
Tennessee
$122K +$38K +480 +47%
MCM
470
McKinley Capital Management
Alaska
$122K +$38K +480 +47%
LWCFA
471
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$118K
JFGIW
472
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$116K
NHFG
473
New Harbor Financial Group
Massachusetts
$110K +$108K +1,360 New
LIA
474
LS Investment Advisors
Michigan
$108K +$2.06K +26 +2%
MSFP
475
Mark Sheptoff Financial Planning
Connecticut
$106K +$63.3K +800 +160%