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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BMD
1001
Better Money Decisions
New Mexico
$919K -$139K -846 -14%
SIA
1002
Sage Investment Advisers
New York
$919K +$882K +5,354 New
HWM
1003
Hemington Wealth Management
Virginia
$917K +$163K +986 +18%
WB
1004
West Bancorporation
Iowa
$913K +$876K +5,314 New
BTWM
1005
Baker Tilly Wealth Management
Wisconsin
$902K +$866K +5,254 New
HCM
1006
HMS Capital Management
Tennessee
$899K -$3.79K -23 -0.4%
CWS
1007
Cypress Wealth Services
California
$894K -$12.4K -75 -1%
CIG
1008
Cairn Investment Group
Washington
$894K +$105K +635 +14%
Sequoia Financial Advisors
1009
Sequoia Financial Advisors
Ohio
$894K +$858K +5,204 New
WFA
1010
Wells Financial Advisors
Massachusetts
$893K – – –
Kovitz Investment Group Partners
1011
Kovitz Investment Group Partners
Illinois
$885K +$468K +2,837 +83%
AW
1012
ACG Wealth
Georgia
$882K -$486K -2,950 -36%
MHIC
1013
Marble Harbor Investment Counsel
Massachusetts
$882K -$50.8K -308 -6%
JCM
1014
Jacobi Capital Management
Pennsylvania
$882K -$25.9K -157 -3%
Merriman Wealth Management
1015
Merriman Wealth Management
Washington
$880K +$42.5K +258 +5%
SIS
1016
SVB Investment Services
Utah
$880K +$350K +2,125 +71%
TWM
1017
Titus Wealth Management
California
$879K +$1.15K +7 +0.1%
Hirtle Callaghan & Co
1018
Hirtle Callaghan & Co
Pennsylvania
$879K +$843K +5,115 New
Neuberger Berman Group
1019
Neuberger Berman Group
New York
$874K -$6.92K -42 -0.8%
PMFA
1020
Plante Moran Financial Advisors
Michigan
$872K -$1.46M -8,879 -64%
MCM
1021
Maryland Capital Management
Maryland
$871K -$44.7K -271 -5%
Capital Advisors Inc
1022
Capital Advisors Inc
Oklahoma
$869K -$83.6K -507 -9%
Badgley Phelps Wealth Managers
1023
Badgley Phelps Wealth Managers
Washington
$868K -$69.4K -421 -8%
Congress Wealth Management
1024
Congress Wealth Management
Massachusetts
$868K +$834K +5,060 New
Wilbanks Smith & Thomas Asset Management
1025
Wilbanks Smith & Thomas Asset Management
Virginia
$860K +$527K +3,200 +177%