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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
526
Bartlett & Co
Ohio
$73K – – –
WA
527
Winfield Associates
Ohio
$71K +$11.5K +150 +21%
BBHC
528
Brown Brothers Harriman & Co
New York
$70K -$153K -1,993 -70%
BWA
529
Burt Wealth Advisors
Maryland
$66K +$53.7K +700 +654%
BAM
530
Barrett Asset Management
New York
$65K – – –
MSFP
531
Mark Sheptoff Financial Planning
Connecticut
$64K -$15.3K -200 -20%
FNBT
532
FineMark National Bank & Trust
Florida
$58K +$53.7K +700 +5,000%
NC
533
NewSquare Capital
Pennsylvania
$54K – – –
FANJ
534
Financial Architects (New Jersey)
New Jersey
$52K +$49.1K +641 New
AIM
535
Anchor Investment Management
South Carolina
$50.9K +$48.1K +627 New
AIC
536
Ayalon Insurance Company
Israel
$49K – – –
Toronto Dominion Bank
537
Toronto Dominion Bank
Ontario, Canada
$46K – – –
AIM
538
Arcadia Investment Management
Michigan
$40K – – –
VCM
539
Vigilant Capital Management
Maine
$38K – – –
PO
540
Private Ocean
California
$38K +$153 +2 +0.4%
DPA
541
Delphi Private Advisors
California
$36K – – –
PCTC
542
Perkins Coie Trust Company
Washington
$36K – – –
JWA
543
JFS Wealth Advisors
Pennsylvania
$35K +$30.7K +400 +1,212%
LIA
544
LS Investment Advisors
Michigan
$34K -$71.5K -932 -69%
ANBT
545
American National Bank & Trust
Texas
$33K – – –
HDIM
546
Hanson & Doremus Investment Management
Vermont
$32K +$153 +2 +0.5%
Thrivent Financial for Lutherans
547
Thrivent Financial for Lutherans
Minnesota
$32K +$30.7K +400 New
TCM
548
Tradewinds Capital Management
Washington
$31K +$29.7K +387 New
EK
549
Evensky & Katz
Florida
$30K -$6.13K -80 -17%
GAM
550
Gemmer Asset Management
California
$30K – – –