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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
776
Perennial Advisors
New York
$88K -$4.87K -47 -5%
LIA
777
LS Investment Advisors
Michigan
$85K
BBHC
778
Brown Brothers Harriman & Co
New York
$81K -$81.4K -785 -50%
GAM
779
Gemmer Asset Management
California
$79K
WCM
780
Whitener Capital Management
North Carolina
$79K
RFA
781
Reilly Financial Advisors
California
$74K -$3.94K -38 -5%
RA
782
Rational Advisors
New York
$72K +$74K +714 New
NSB
783
Norway Savings Bank
Maine
$68K -$518 -5 -0.7%
BCWM
784
Bartlett & Co Wealth Management
Ohio
$67.2K +$68.9K +665 New
BC
785
Bartlett & Co
Ohio
$67K
NC
786
NewSquare Capital
Pennsylvania
$67K
LWA
787
Lenox Wealth Advisors
New York
$67K +$68.7K +663 New
EWM
788
Edge Wealth Management
New York
$64K
APSP
789
Asset Planning Services (Pennsylvania)
Pennsylvania
$63K -$56.6K -546 -47%
AC
790
Avestar Capital
New York
$60K
LFA
791
Legacy Financial Advisors
Kentucky
$56K
DWM
792
Destination Wealth Management
California
$55K +$56.3K +543 New
AIM
793
Advantage Investment Management
Iowa
$54K -$44K -424 -44%
PAI
794
Pittenger & Anderson Inc
Nebraska
$53K
PCTC
795
Perkins Coie Trust Company
Washington
$52K
FA
796
Fortis Advisors
Pennsylvania
$50K -$148K -1,425 -74%
BAM
797
Barrett Asset Management
New York
$48K -$5.18K -50 -10%
SIM
798
Sonora Investment Management
Arizona
$47.7K +$6.01K +58 +14%
FANJ
799
Financial Architects (New Jersey)
New Jersey
$47K -$239K -2,308 -83%
IIC
800
Integrated Investment Consultants
Michigan
$47K +$48.5K +468 New