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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
751
Moloney Securities Asset Management
Missouri
$577K -$23.4K -196 -3%
RM
752
Resource Management
Louisiana
$575K – – –
GEA
753
Glen Eagle Advisors
New Jersey
$573K -$297K -2,489 -31%
BWP
754
Baldwin Wealth Partners
Massachusetts
$569K – – –
ARIS
755
Advanced Research Investment Solutions
California
$566K -$145K -1,219 -18%
ACS
756
Archford Capital Strategies
Illinois
$565K -$62.9K -527 -9%
IFWM
757
Institute for Wealth Management
Colorado
$562K +$78.2K +655 +14%
KP
758
Keel Point
Alabama
$561K -$147K -1,231 -18%
GLR
759
Great Lakes Retirement
Ohio
$561K -$60K -503 -8%
SW
760
SVB Wealth
Massachusetts
$560K -$10.1M -84,358 -94%
LRIA
761
Leonard Rickey Investment Advisors
Washington
$560K -$7.4K -62 -1%
BAS
762
Brown Advisory Securities
Maryland
$555K +$91.9K +770 +17%
FA
763
FC Advisory
Pennsylvania
$554K +$16.1K +135 +3%
CM
764
Capital Management
Virginia
$544K – – –
VFA
765
Valeo Financial Advisors
Indiana
$542K +$108K +906 +23%
MCM
766
Maryland Capital Management
Maryland
$541K -$151K -1,264 -19%
IP
767
Intellectus Partners
California
$538K -$1.55K -13 -0.2%
VNA
768
Valley National Advisers
Pennsylvania
$534K -$9.43K -79 -2%
CAM
769
Carret Asset Management
New York
$534K – – –
FPFS
770
First Personal Financial Services
North Carolina
$531K -$67.8K -568 -10%
TFS
771
Thoroughbred Financial Services
Tennessee
$527K -$5.97K -50 -1%
MFW
772
Meristem Family Wealth
Minnesota
$527K – – –
SCM
773
Sterneck Capital Management
Missouri
$527K – – –
SFWA
774
Summit Financial Wealth Advisors
Louisiana
$525K +$585K +4,902 New
RWM
775
Ritholtz Wealth Management
New York
$524K -$95.9K -804 -14%
29 30
31
32 33