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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
926
Sequoia Financial Advisors
Ohio
$788K +$54.5K +355 +7%
CAM
927
Carret Asset Management
New York
$785K -$14.7K -96 -2%
BWP
928
BSW Wealth Partners
Colorado
$783K +$450K +2,932 +138%
BIM
929
Baldwin Investment Management
Pennsylvania
$783K +$777K +5,060 New
HAIM
930
Hunter Associates Investment Management
Pennsylvania
$781K +$54.3K +354 +8%
GI
931
Gradient Investments
Minnesota
$776K +$221K +1,442 +40%
FA
932
Fermata Advisors
California
$776K +$769K +5,012 New
BDF
933
Balasa Dinverno & Foltz
$769K -$20.1K -131 -3%
BHB
934
Bank Hapoalim BM
Israel
$769K – – –
ONST
935
Old North State Trust
North Carolina
$764K -$21.6K -141 -3%
FG
936
Fiduciary Group
Georgia
$763K +$57.2K +373 +8%
TFA
937
Teamwork Financial Advisors
Texas
$761K -$619K -4,034 -45%
RWA
938
Redhawk Wealth Advisors
Minnesota
$761K +$110K +714 +17%
TWA
939
TCI Wealth Advisors
Arizona
$758K +$88.1K +574 +13%
LCM
940
Logan Capital Management
Pennsylvania
$750K – – –
CAI
941
Capital Advisors Inc
Oklahoma
$739K +$25K +163 +4%
CAAS
942
Capital Asset Advisory Services
Michigan
$736K -$487K -3,176 -40%
BCI
943
Brinker Capital Investments
Pennsylvania
$736K -$246K -1,606 -25%
ACP
944
Arcus Capital Partners
Georgia
$731K -$295K -1,922 -29%
MFW
945
Mosaic Family Wealth
Missouri
$728K -$47.9K -312 -6%
BCM
946
Bienville Capital Management
New York
$727K +$92.9K +605 +15%
AHC
947
Anderson Hoagland & Co
Missouri
$723K +$7.67K +50 +1%
BCM
948
Brookmont Capital Management
Texas
$723K +$17.2K +112 +2%
SRC
949
Sage Rhino Capital
California
$714K – – –
GCA
950
Gradient Capital Advisors
California
$713K +$151K +985 +27%
36 37
38
39 40