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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
776
Summit Financial Wealth Advisors
Louisiana
$525K +$585K +4,902 New
Ritholtz Wealth Management
777
Ritholtz Wealth Management
New York
$524K -$95.9K -804 -14%
Gofen & Glossberg
778
Gofen & Glossberg
Illinois
$524K -$90.8K -761 -13%
Meridian Wealth Management
779
Meridian Wealth Management
Kentucky
$521K -$86.4K -724 -13%
FPS
780
Fieldpoint Private Securities
Connecticut
$520K +$104K +869 +21%
PV
781
Private Vista
Illinois
$519K – – –
FAG
782
Financial Advisory Group
Texas
$517K – – –
DHFB
783
Dixon Hubard Feinour & Brown
Virginia
$514K – – –
MHIC
784
Marble Harbor Investment Counsel
Massachusetts
$513K +$11K +92 +2%
AWCI
785
Alpine Woods Capital Investors
New York
$512K +$591K +4,952 New
Vestmark Advisory Solutions
786
Vestmark Advisory Solutions
Massachusetts
$511K +$590K +4,943 New
CCP
787
Corient Capital Partners
California
$510K -$121K -1,014 -17%
BFA
788
Benedict Financial Advisors
Georgia
$505K -$14.3K -120 -2%
SPI
789
Santori & Peters Inc
Pennsylvania
$499K +$11.9K +100 +2%
BIM
790
Baldwin Investment Management
Pennsylvania
$494K – – –
CCM
791
Coe Capital Management
Illinois
$492K +$8.11K +68 +1%
RWA
792
Redhawk Wealth Advisors
Minnesota
$492K +$47.7K +400 +9%
WB
793
West Bancorporation
Iowa
$490K -$99.8K -836 -15%
SAM
794
S.A. Mason
Michigan
$486K -$405K -3,395 -42%
RBCM
795
Raub Brock Capital Management
California
$486K -$27K -226 -5%
Orgel Wealth Management
796
Orgel Wealth Management
Wisconsin
$486K +$210K +1,762 +60%
SCM
797
SOL Capital Management
Maryland
$484K +$4.77K +40 +0.9%
IAP
798
Indie Asset Partners
Indiana
$483K -$137K -1,151 -20%
FMBTD
799
First Midwest Bank Trust Division
Illinois
$483K +$558K +4,676 New
BCCM
800
Bridge Creek Capital Management
Massachusetts
$481K +$22.2K +186 +10%