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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mosaic Advisors
Texas
$42.8M +$3M +21,075 +8%
BO
77
BRR OpCo
Ohio
$42.2M -$222K -1,563 -0.5%
EH
78
Equitable Holdings
New York
$41.3M -$1.72M -12,072 -4%
PAS
79
Park Avenue Securities
New York
$40.8M -$7.49M -52,678 -16%
EGA
80
E&G Advisors
Texas
$40.2M -$223K -1,568 -0.6%
IC
81
IEQ Capital
California
$40.1M +$1.73M +12,143 +5%
PA
82
Planning Alternatives
Michigan
$39.4M -$19.5M -137,005 -34%
CWM
83
Connecticut Wealth Management
Connecticut
$39.1M -$96K -675 -0.3%
FP
84
Financial Perspectives
Minnesota
$38.2M +$794M +5,582,447 +14,597%
BFS
85
Bard Financial Services
Connecticut
$37.7M +$344K +2,416 +1%
JFA
86
JNBA Financial Advisors
Minnesota
$37.5M +$147K +1,032 +0.4%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$36.9M -$3.06M -21,539 -8%
BC
88
Brio Consultants
California
$36.9M +$3.03M +21,298 +9%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$34.8M +$1.52M +10,674 +5%
AFA
90
American Financial Advisors
Georgia
$34.5M +$5.61M +39,421 +20%
CFA
91
Carroll Financial Associates
North Carolina
$33.8M +$478K +3,362 +1%
EK
92
Evensky & Katz
Florida
$33.7M +$1.59M +11,181 +5%
BP
93
Ballentine Partners
Massachusetts
$33M -$507K -3,561 -2%
PI
94
PFS Investments
Georgia
$32.9M -$187K -1,314 -0.6%
ECG
95
Edge Capital Group
Georgia
$32.6M -$4.69M -32,954 -13%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$32.4M -$43K -302 -0.1%
CL
97
CPWM LLC
Washington
$32.4M +$374K +2,630 +1%
HPWM
98
Highland Private Wealth Management
Washington
$31.8M +$204K +1,437 +0.7%
AP
99
Arlington Partners
Alabama
$31.6M +$1.74M +12,260 +6%
DT
100
Diversified Trust
Tennessee
$31.2M -$897K -6,309 -3%