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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1051
Meridian Wealth Partners
Pennsylvania
$138K – – –
AIM
1052
Acropolis Investment Management
Missouri
$138K +$13.4K +112 +9%
RFA
1053
Reilly Financial Advisors
California
$133K -$4.77K -40 -3%
EDRH
1054
Edmond de Rothschild Holding
Switzerland
$129K -$89.5K -750 -38%
PVH
1055
Psagot Value Holdings
Israel
$124K – – –
FANJ
1056
Financial Architects (New Jersey)
New Jersey
$124K +$56.1K +470 +64%
1IA
1057
1834 Investment Advisors
Wisconsin
$119K – – –
AWM
1058
AllSquare Wealth Management
New York
$117K – – –
EWM
1059
Edge Wealth Management
New York
$114K -$25.9K -217 -17%
WG
1060
Welch Group
Alabama
$113K +$131K +1,096 New
IBOK
1061
Independence Bank of Kentucky
Kentucky
$110K +$12.5K +105 +11%
LWM
1062
Liberty Wealth Management
California
$109K +$477 +4 +0.4%
CDIA
1063
Capital Directions Investment Advisors
Georgia
$107K – – –
OC
1064
Oakworth Capital
Alabama
$107K – – –
BFC
1065
Bedel Financial Consulting
Indiana
$106K – – –
CCM
1066
Cribstone Capital Management
Maine
$106K +$53.7K +450 +78%
PP
1067
Pacifica Partners
Canada
$103K -$19.2K -161 -14%
FFC
1068
First Financial Corp
Indiana
$103K – – –
Schroder Investment Management Group
1069
Schroder Investment Management Group
United Kingdom
$95K -$140K -1,170 -57%
PCG
1070
Private Capital Group
Connecticut
$95K -$133K -1,112 -55%
RBC
1071
Roble Belko & Company
Pennsylvania
$91K – – –
RDWM
1072
Red Door Wealth Management
Tennessee
$91K +$106K +887 New
AWA
1073
Arkadios Wealth Advisors
Georgia
$86.3K – – –
SC
1074
Steph & Co
Wisconsin
$85K +$29.8K +250 +43%
BBPWM
1075
Blue Bell Private Wealth Management
Pennsylvania
$84K -$11.9K -100 -11%