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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
EPWM
951
Essex Private Wealth Management
Massachusetts
$291K +$282K +2,335 New
CAS
952
Cascadia Advisory Services
Oregon
$289K +$281K +2,319 New
MWM
953
MBE Wealth Management
Wisconsin
$289K +$281K +2,321 New
RCM
954
Radnor Capital Management
Pennsylvania
$287K – – –
DWM
955
Dakota Wealth Management
Florida
$287K +$4.6K +38 +2%
VBFP
956
Valtinson Bruner Financial Planning
Minnesota
$286K +$6.65K +55 +2%
NC
957
NovaPoint Capital
Georgia
$286K +$277K +2,291 New
CAN
958
Claraphi Advisory Network
United States
$285K +$32.7K +270 +13%
SBL
959
Sargent Bickham Lagudis
Colorado
$282K +$15.7K +130 +6%
BSAM
960
Blue Sky Asset Management
Colorado
$282K +$274K +2,264 New
HCM
961
Howland Capital Management
Massachusetts
$281K +$52.3K +432 +24%
AIM
962
Aspen Investment Management
Michigan
$280K – – –
JPLA
963
Joseph P. Lucia & Associates
New York
$280K +$605 +5 +0.2%
BWM
964
Baystate Wealth Management
Massachusetts
$279K -$144K -1,194 -35%
AAM
965
Aureus Asset Management
Massachusetts
$279K – – –
CCM
966
Crossvault Capital Management
Texas
$279K – – –
UR
967
USCA RIA
Texas
$279K +$7.26K +60 +3%
OLA
968
Oliver Luxxe Assets
New Jersey
$279K +$271K +2,242 New
LIA
969
LBMC Investment Advisors
Tennessee
$277K -$2.3K -19 -0.8%
SCP
970
Silverleafe Capital Partners
Tennessee
$275K +$1.09K +9 +0.4%
EWM
971
EPG Wealth Management
Georgia
$275K +$267K +2,206 New
IAA
972
Ironsides Asset Advisors
North Carolina
$274K – – –
SDWMA
973
Schneider Downs Wealth Management Advisors
Pennsylvania
$271K -$88.7K -733 -25%
HCM
974
Hengehold Capital Management
Ohio
$271K -$21.3K -176 -7%
HBT
975
Hills Bank & Trust
Iowa
$271K -$20K -165 -7%
37 38
39
40 41