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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
501
SVA Wealth Management
Wisconsin
$316K +$168 +2 +0.1%
LA
502
LVW Advisors
New York
$316K +$841 +10 +0.3%
WP
503
WealthSource Partners
California
$314K -$450K -5,354 -59%
DY
504
Dowling & Yahnke
California
$311K – – –
FWP
505
Fiduciary Wealth Partners
Massachusetts
$310K -$23.8K -283 -7%
EWA
506
EP Wealth Advisors
California
$310K +$76.1K +905 +33%
CSM
507
CAMG Solamere Management
North Carolina
$306K +$302K +3,596 New
AIM
508
Avity Investment Management
Connecticut
$305K – – –
FPCP
509
Fort Point Capital Partners
California
$297K -$6.14K -73 -2%
SBIA
510
Sheaff Brock Investment Advisors
Indiana
$295K -$308K -3,666 -51%
HCM
511
Hengehold Capital Management
Ohio
$295K -$4.96K -59 -2%
PA
512
Parkside Advisors
California
$294K -$26.3K -313 -8%
HPBT
513
High Point Bank & Trust
North Carolina
$292K -$1.34K -16 -0.5%
BFIM
514
Beese Fulmer Investment Management
Ohio
$291K +$14.3K +170 +5%
SSB
515
Sandy Spring Bank
Maryland
$290K – – –
AFG
516
Albion Financial Group
Utah
$287K +$17.7K +210 +7%
CPSAC
517
Chas P. Smith & Associates (CPS)
Florida
$285K +$50.4K +599 +22%
MSAM
518
Moloney Securities Asset Management
Missouri
$284K +$280K +3,330 New
ST
519
Sageworth Trust
Pennsylvania
$282K – – –
NGA
520
Naples Global Advisors
Florida
$282K +$1.68K +20 +0.6%
MWM
521
Meridian Wealth Management
Kentucky
$282K +$274K +3,258 New
AIM
522
Aspen Investment Management
Michigan
$281K – – –
SBL
523
Sargent Bickham Lagudis
Colorado
$281K +$3.11K +37 +1%
BAAM
524
Baker Avenue Asset Management
California
$279K -$22.3K -265 -7%
SC
525
Savant Capital
Illinois
$279K – – –
19 20
21
22 23