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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
776
Roble Belko & Company
Pennsylvania
$89K – – –
CAL
777
Capital Analysts LLC
Pennsylvania
$88K -$7.26K -70 -7%
PA
778
Perennial Advisors
New York
$88K -$4.87K -47 -5%
LIA
779
LS Investment Advisors
Michigan
$85K – – –
BBHC
780
Brown Brothers Harriman & Co
New York
$81K -$81.4K -785 -50%
GAM
781
Gemmer Asset Management
California
$79K – – –
WCM
782
Whitener Capital Management
North Carolina
$79K – – –
RFA
783
Reilly Financial Advisors
California
$74K -$3.94K -38 -5%
RA
784
Rational Advisors
New York
$72K +$74K +714 New
NSB
785
Norway Savings Bank
Maine
$68K -$518 -5 -0.7%
BCWM
786
Bartlett & Co Wealth Management
Ohio
$67.2K +$68.9K +665 New
BC
787
Bartlett & Co
Ohio
$67K – – –
NC
788
NewSquare Capital
Pennsylvania
$67K – – –
LWA
789
Lenox Wealth Advisors
New York
$67K +$68.7K +663 New
EWM
790
Edge Wealth Management
New York
$64K – – –
APSP
791
Asset Planning Services (Pennsylvania)
Pennsylvania
$63K -$56.6K -546 -47%
AC
792
Avestar Capital
New York
$60K – – –
LFA
793
Legacy Financial Advisors
Kentucky
$56K – – –
DWM
794
Destination Wealth Management
California
$55K +$56.3K +543 New
AIM
795
Advantage Investment Management
Iowa
$54K -$44K -424 -44%
PAI
796
Pittenger & Anderson Inc
Nebraska
$53K – – –
PCTC
797
Perkins Coie Trust Company
Washington
$52K – – –
FA
798
Fortis Advisors
Pennsylvania
$50K -$148K -1,425 -74%
BAM
799
Barrett Asset Management
New York
$48K -$5.18K -50 -10%
SIM
800
Sonora Investment Management
Arizona
$47.7K +$6.01K +58 +14%