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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
701
Towerpoint Wealth
California
$692K +$798K +6,689 New
AT
702
Arden Trust
Delaware
$686K -$1.82M -15,254 -70%
CPC
703
Consolidated Planning Corp
Georgia
$682K – – –
EFL
704
ERn Financial LLC
Wisconsin
$682K – – –
WDL
705
Well Done LLC
Michigan
$680K – – –
WB
706
WesBanco Bank
West Virginia
$680K +$15.8K +132 +2%
SW
707
SkyOak Wealth
Michigan
$678K -$58.4K -489 -7%
VDI
708
Vaughan David Investments
Illinois
$676K +$10.9K +91 +1%
WMG
709
WESCAP Management Group
California
$668K -$87.9K -737 -10%
KA
710
Klingman & Associates
New York
$668K +$24.3K +204 +3%
TL
711
TrueWealth LLC
Georgia
$664K +$90.1K +755 +13%
GAM
712
Gould Asset Management
California
$663K -$63.2K -530 -8%
LFA
713
Lighthouse Financial Advisors
Maryland
$663K -$38.3K -321 -5%
22CM
714
20/20 Capital Management
California
$663K +$286K +2,396 +68%
PWM
715
Perigon Wealth Management
California
$660K +$4.89K +41 +0.7%
GIA
716
Gladstone Institutional Advisory
Florida
$659K +$294K +2,464 +63%
MIAS
717
Mason Investment Advisory Services
Virginia
$659K -$132K -1,103 -15%
CFIA
718
Cantor Fitzgerald Investment Advisors
New York
$650K – – –
AFP
719
Ausdal Financial Partners
Iowa
$646K -$935K -7,835 -58%
RZH
720
Relyea Zuckerberg Hanson
Connecticut
$646K +$477 +4 +0.1%
VCA
721
Verdence Capital Advisors
Maryland
$646K +$158K +1,323 +27%
MFW
722
Mosaic Family Wealth
Missouri
$645K +$2.15K +18 +0.3%
SWP
723
Summit Wealth Partners
Florida
$643K +$597 +5 +0.1%
PCMC
724
Private Capital Management (Colorado)
Colorado
$642K -$29.6K -248 -4%
TCA
725
Transcend Capital Advisors
New Jersey
$638K +$25.2K +211 +4%
27 28
29
30 31