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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1076
Edge Wealth Management
New York
$163K +$24.2K +200 +18%
BBHC
1077
Brown Brothers Harriman & Co
New York
$162K – – –
AIM
1078
Acropolis Investment Management
Missouri
$152K +$148K +1,221 New
PVH
1079
Psagot Value Holdings
Israel
$150K – – –
PO
1080
Private Ocean
California
$148K – – –
GWS
1081
Glassman Wealth Services
Virginia
$146K – – –
TI
1082
tru Independence
Oregon
$145K +$171K +1,410 New
1IA
1083
1834 Investment Advisors
Wisconsin
$144K +$64.1K +530 +85%
1NWS
1084
1 North Wealth Services
Maryland
$144K +$132K +1,091 +1,628%
EK
1085
Evensky & Katz
Florida
$141K -$48.5K -401 -26%
AWM
1086
AllSquare Wealth Management
New York
$141K – – –
PP
1087
Pacifica Partners
Canada
$140K +$136K +1,123 New
RP
1088
Rowlandmiller & Partners
Georgia
$138K +$134K +1,105 New
RCG
1089
Ruggie Capital Group
Florida
$132K -$3.12M -25,748 -96%
LWM
1090
Liberty Wealth Management
California
$131K +$21.4K +177 +20%
OC
1091
Oakworth Capital
Alabama
$130K – – –
CDIA
1092
Capital Directions Investment Advisors
Georgia
$129K – – –
BFC
1093
Bedel Financial Consulting
Indiana
$128K – – –
WQ
1094
Wealth Quarterback
New Jersey
$126K +$122K +1,011 New
FFC
1095
First Financial Corp
Indiana
$125K – – –
IBOK
1096
Independence Bank of Kentucky
Kentucky
$120K +$14.5K +120 +14%
PWP
1097
Personal Wealth Partners
Minnesota
$116K – – –
BBPWM
1098
Blue Bell Private Wealth Management
Pennsylvania
$113K +$12.1K +100 +12%
RBC
1099
Roble Belko & Company
Pennsylvania
$110K – – –
AWA
1100
Arkadios Wealth Advisors
Georgia
$109K +$101K +835 New