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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
926
FormulaFolio Investments
Michigan
$293K -$254K -2,131 -43%
PWM
927
PBMares Wealth Management
Virginia
$293K -$41.4K -347 -11%
BCI
928
Brinker Capital Investments
Pennsylvania
$289K -$9.64M -80,757 -97%
CWM
929
Capital Wealth Management
Rhode Island
$289K -$278K -2,331 -46%
IC
930
InterOcean Capital
Illinois
$289K -$36.5K -306 -10%
FWM
931
Focused Wealth Management
New York
$287K +$119 +1 +0%
VBFP
932
Valtinson Bruner Financial Planning
Minnesota
$286K +$33.9K +284 +12%
AWM
933
Apollon Wealth Management
South Carolina
$286K +$330K +2,768 New
AOWM
934
Alpha Omega Wealth Management
Virginia
$285K -$5.37K -45 -2%
VFP
935
Verus Financial Partners
Virginia
$284K +$328K +2,750 New
TW
936
Transform Wealth
Colorado
$280K – – –
OPA
937
Old Port Advisors
Maine
$279K -$4.3K -36 -1%
DWM
938
Destination Wealth Management
California
$278K +$11.6K +97 +4%
JCM
939
Jacobi Capital Management
Pennsylvania
$277K -$22.9K -192 -7%
CDH
940
Charles D. Hyman
$277K – – –
ATC
941
Argent Trust Co
Tennessee
$277K +$6.44K +54 +2%
RG
942
Rikoon Group
New Mexico
$273K -$32.8K -275 -9%
PG
943
Patten Group
Tennessee
$272K -$90.7K -760 -22%
PWLP
944
Prio Wealth Limited Partnership
Massachusetts
$272K -$11.9K -100 -4%
RMDI
945
R.M. Davis Inc
Maine
$271K -$239K -2,000 -43%
ZIG
946
Zuckerman Investment Group
Illinois
$270K +$312K +2,615 New
F
947
F3Logic
Minnesota
$266K -$16.9K -142 -5%
JWBC
948
John W. Brooker & Co
California
$265K +$101K +845 +49%
MWPCG
949
Measured Wealth Private Client Group
New Hampshire
$264K -$4.77K -40 -2%
CCB
950
Cutter & Co Brokerage
Missouri
$264K +$48.1K +403 +19%
36 37
38
39 40