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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIC
551
Gamble Jones Investment Counsel
California
$713K -$20K -192 -3%
NFG
552
Nadler Financial Group
Illinois
$712K – – –
SWM
553
SeaCrest Wealth Management
New York
$706K +$55.5K +532 +8%
SAM
554
Shamrock Asset Management
Texas
$705K – – –
CGL
555
Clarius Group LLC
Washington
$704K – – –
LP
556
LGL Partners
Pennsylvania
$700K -$44.5K -427 -6%
EFS
557
Essex Financial Services
Connecticut
$697K +$336K +3,219 +83%
GAM
558
Gould Asset Management
California
$694K +$168K +1,615 +29%
RSWM
559
Robertson Stephens Wealth Management
California
$691K +$735K +7,052 New
JIP
560
Jaffetilchin Investment Partners
Florida
$688K +$492K +4,717 +204%
LPIC
561
LeJeune Puetz Investment Counsel
Michigan
$676K – – –
SFSIG
562
San Francisco Sentry Investment Group
California
$675K +$91.2K +875 +15%
MLL
563
Moody Lynn & Lieberson
Massachusetts
$670K -$31.3K -300 -4%
WS
564
Wedbush Securities
California
$668K +$156K +1,498 +28%
GHA
565
GW Henssler & Associates
Georgia
$667K -$153K -1,471 -18%
MWM
566
Meridian Wealth Management
Kentucky
$667K +$62.6K +600 +10%
MIM
567
Miller Investment Management
Pennsylvania
$663K – – –
PCM
568
Parsons Capital Management
Rhode Island
$662K +$1.25K +12 +0.2%
BJL
569
Brighton Jones LLC
Washington
$659K -$36.8K -353 -5%
SC
570
Stratford Consulting
Texas
$659K -$18.7K -179 -3%
PCMC
571
Private Capital Management (Colorado)
Colorado
$659K +$702K +6,732 New
CB
572
Chemical Bank
Michigan
$653K -$163K -1,563 -19%
PWM
573
Perigon Wealth Management
California
$651K -$438K -4,201 -40%
POIA
574
Pin Oak Investment Advisors
Texas
$649K – – –
TL
575
TrueWealth LLC
Georgia
$646K – – –
21 22
23
24 25