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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
326
Beta Wealth Group
California
$6.27M +$6.02M +44,410 New
TFS
327
TrustCore Financial Services
Tennessee
$6.24M -$286K -2,112 -5%
SFP
328
Sandbox Financial Partners
Maryland
$6.22M +$5.97M +44,043 New
SC
329
SouthState Corp
Florida
$6.2M -$153K -1,131 -3%
CS
330
Comerica Securities
Michigan
$6.19M -$283K -2,089 -5%
NFP
331
Novak Financial Planning
Maryland
$6.16M +$5.92M +43,647 New
GJIC
332
Gamble Jones Investment Counsel
California
$6.06M -$39.6K -292 -0.7%
KOMWMG
333
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.06M +$90.3K +666 +2%
PWM
334
Peterson Wealth Management
Nevada
$6.03M +$169K +1,247 +3%
LGWM
335
Litman Gregory Wealth Management
California
$6.01M – – –
ONB
336
Old National Bancorp
Indiana
$6M -$214K -1,580 -4%
MWM
337
Mascoma Wealth Management
New Hampshire
$6M +$5.76M +42,472 New
WT
338
Washington Trust
Rhode Island
$5.99M -$85.4K -630 -1%
SWA
339
Stratos Wealth Advisors
Ohio
$5.98M +$615K +4,539 +12%
RFA
340
Radnor Financial Advisors
Pennsylvania
$5.95M +$1.15M +8,517 +25%
MFS
341
McNamara Financial Services
Massachusetts
$5.92M – – –
SMC
342
Smith, Moore & Co
Missouri
$5.91M -$230K -1,695 -4%
RJT
343
Raymond James Trust
Florida
$5.9M +$88.6K +654 +2%
CIA
344
Capital Investment Advisors
Georgia
$5.89M -$44K -325 -0.8%
SLWA
345
San Luis Wealth Advisors
California
$5.89M +$5.65M +41,709 New
LB
346
Leo Brokerage
Texas
$5.87M +$55.6K +410 +1%
CFO
347
Colony Family Offices
North Carolina
$5.84M +$5.6M +41,345 New
SMG
348
Smart Money Group
Texas
$5.83M +$832K +6,139 +17%
BIA
349
Bigelow Investment Advisors
Maine
$5.8M +$46.9K +346 +0.8%
ABC
350
Associated Banc-Corp
Wisconsin
$5.76M +$1.78M +13,160 +48%
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