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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
501
Bragg Financial Advisors
North Carolina
$399K – – –
ACM
502
Advisors Capital Management
New Jersey
$398K -$148K -1,591 -27%
AWP
503
Ascent Wealth Partners
New York
$390K – – –
TSWM
504
Triangle Securities Wealth Management
North Carolina
$387K -$5.79K -62 -1%
CCM
505
Coe Capital Management
Illinois
$385K -$33.6K -360 -8%
SC
506
Savant Capital
Illinois
$385K +$63.4K +679 +20%
MHIC
507
Marble Harbor Investment Counsel
Massachusetts
$380K +$3.73K +40 +1%
NFP
508
Narus Financial Partners
Utah
$375K +$114K +1,217 +44%
EDRH
509
Edmond de Rothschild Holding
Switzerland
$373K – – –
PP
510
Patten & Patten
Tennessee
$372K – – –
BCM
511
Boltwood Capital Management
California
$371K – – –
TIM
512
Tortoise Investment Management
New York
$366K – – –
OWM
513
Orgel Wealth Management
Wisconsin
$363K -$139K -1,489 -28%
RC
514
RegentAtlantic Capital
New Jersey
$360K +$124K +1,329 +54%
DY
515
Dowling & Yahnke
California
$355K – – –
QCMC
516
Quantum Capital Management (California)
California
$354K – – –
BCM
517
Brookmont Capital Management
Texas
$349K +$47.1K +505 +16%
SSB
518
Sandy Spring Bank
Maryland
$344K -$129K -1,383 -28%
LPT
519
Legacy Private Trust
Wisconsin
$344K +$16.8K +180 +5%
NFG
520
Nations Financial Group
Iowa
$335K +$560 +6 +0.2%
PFPT
521
Pinnacle Financial Partners (Tennessee)
Tennessee
$332K -$728K -7,803 -69%
CAM
522
Covenant Asset Management
New Jersey
$330K -$5.6K -60 -2%
LCM
523
Liberty Capital Management
Michigan
$330K +$316K +3,392 New
BHB
524
Bank Hapoalim BM
Israel
$329K -$163K -1,750 -34%
Lido Advisors
525
Lido Advisors
California
$329K +$317K +3,400 New