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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1151
Baldrige Asset Management
Pennsylvania
$390K +$319 +2 +0.1%
AP
1152
Adero Partners
California
$388K +$33K +207 +9%
CST
1153
Charles Schwab Trust
Nevada
$387K – – –
SEP
1154
Southland Equity Partners
Missouri
$386K – – –
MAM
1155
McLean Asset Management
Virginia
$385K +$77.9K +489 +26%
HTHT
1156
Hemenway Trust Hemenway Trust
New Hampshire
$384K -$48.6K -305 -11%
BAM
1157
Barrett Asset Management
New York
$380K +$4.94K +31 +1%
Cannell & Spears
1158
Cannell & Spears
New York
$379K +$5.58K +35 +1%
CCP
1159
Cardan Capital Partners
Colorado
$377K +$797 +5 +0.2%
PCMC
1160
Private Capital Management (Colorado)
Colorado
$377K +$5.9K +37 +2%
CAS
1161
Cascadia Advisory Services
Oregon
$377K +$87.2K +547 +29%
Glenview Trust
1162
Glenview Trust
Kentucky
$376K -$60.1K -377 -13%
SFG
1163
Summit Financial Group
West Virginia
$376K +$28.8K +181 +8%
Truepoint Inc
1164
Truepoint Inc
Ohio
$376K +$53.2K +334 +16%
NC
1165
NovaPoint Capital
Georgia
$375K +$75.7K +475 +24%
GCIG
1166
Grand Central Investment Group
Florida
$374K -$254K -1,597 -40%
LA
1167
LVW Advisors
New York
$374K -$15.9K -100 -4%
MCWS
1168
McKinley Carter Wealth Services
West Virginia
$374K +$157K +986 +68%
WPC
1169
White Pine Capital
Minnesota
$373K +$73.6K +462 +23%
F
1170
F3Logic
Minnesota
$372K +$80.8K +507 +26%
RP
1171
Rice Partnership
Hawaii
$370K – – –
SCM
1172
Sterneck Capital Management
Missouri
$370K +$2.07K +13 +0.5%
MCM
1173
Murphy Capital Management
New Jersey
$369K -$79.7K -500 -17%
BFIC
1174
Bedell Frazier Investment Counselling
California
$367K – – –
PIA
1175
Perennial Investment Advisors
California
$366K – – –