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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EK
901
Evensky & Katz
Florida
$166K +$9.28K +88 +6%
MSA
902
Marino Stram & Associates
Massachusetts
$164K
BRC
903
Bell Rock Capital
Delaware
$163K -$1.16K -11 -0.7%
FCA
904
FinTrust Capital Advisors
South Carolina
$160K -$18.4K -175 -11%
PCA
905
Peddock Capital Advisors
Massachusetts
$157K -$30.5K -289 -17%
DWM
906
Destination Wealth Management
California
$157K +$75.4K +715 +100%
MCM
907
MV Capital Management
Maryland
$155K
RIA
908
Realta Investment Advisors
Delaware
$148K +$142K +1,351 New
AI
909
ArchPoint Investors
Florida
$147K -$14.1K -134 -9%
HCM
910
Hilton Capital Management
New York
$145K -$139K -1,320 Closed
BBNA
911
Bremer Bank National Association
Minnesota
$144K +$133K +1,265 New
BBHC
912
Brown Brothers Harriman & Co
New York
$143K -$305K -2,898 -69%
CAM
913
Columbia Asset Management
Michigan
$142K +$422 +4 +0.3%
EWM
914
Edge Wealth Management
New York
$135K
SNT
915
Security National Trust
West Virginia
$134K -$10.5K -100 -8%
PVH
916
Psagot Value Holdings
Israel
$132K
PO
917
Private Ocean
California
$130K
FANJ
918
Financial Architects (New Jersey)
New Jersey
$130K +$70K +664 +126%
GWS
919
Glassman Wealth Services
Virginia
$129K -$50.2K -476 -29%
MCM
920
Manchester Capital Management
Vermont
$127K
FGAM
921
Financial Gravity Asset Management
Texas
$127K +$121K +1,147 New
AWM
922
AllSquare Wealth Management
New York
$124K
FC
923
Ferris Capital
Massachusetts
$122K
WEC
924
Winslow Evans & Crocker
Massachusetts
$122K +$6.32K +60 +6%
1IA
925
1834 Investment Advisors
Wisconsin
$121K