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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
501
First Command Financial Services
Texas
$3.57M -$493K -3,094 -12%
LCS
502
Levin Capital Strategies
New York
$3.53M – – –
JPG
503
Jordan Park Group
California
$3.52M +$3.65M +22,915 New
CIM
504
Corda Investment Management
Texas
$3.52M +$89.1K +559 +3%
WSFS
505
Wilmington Savings Fund Society
Delaware
$3.51M -$17.4K -109 -0.5%
FMN
506
Financial Management Network
California
$3.51M +$67.2K +422 +2%
RIG
507
Roosevelt Investment Group
New York
$3.51M +$18.8K +118 +0.5%
TRCT
508
Tower Research Capital (TRC)
New York
$3.46M -$79.4K -498 -2%
BCA
509
Berman Capital Advisors
Georgia
$3.44M +$12.6K +79 +0.4%
BCWM
510
Bartlett & Co Wealth Management
Ohio
$3.44M – – –
BC
511
Bartlett & Co
Ohio
$3.44M – – –
BOH
512
Bank of Hawaii
Hawaii
$3.42M -$73.3K -460 -2%
CFP
513
Curran Financial Partners
South Carolina
$3.38M +$322K +2,021 +10%
CIA
514
Compass Ion Advisors
Pennsylvania
$3.38M +$881K +5,531 +34%
MW
515
Marcum Wealth
Ohio
$3.38M +$319 +2 +0%
KPW
516
Kore Private Wealth
New York
$3.35M -$27.1K -170 -0.8%
FWM
517
Fairhaven Wealth Management
Illinois
$3.35M – – –
IFG
518
Independent Financial Group
California
$3.34M -$59.6K -374 -2%
JIC
519
Johnson Investment Counsel
Ohio
$3.31M +$632K +3,969 +23%
BWM
520
Baystate Wealth Management
Massachusetts
$3.3M -$480K -3,010 -12%
CWG
521
Cornerstone Wealth Group
North Carolina
$3.28M -$5.42K -34 -0.2%
LFAS
522
Level Four Advisory Services
Texas
$3.26M -$859K -5,393 -20%
WFA
523
Wade Financial Advisory
California
$3.26M -$48.6K -305 -1%
PCA
524
Personal Capital Advisors
California
$3.25M +$144K +903 +4%
IFO
525
Independent Family Office
New York
$3.24M – – –
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