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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1201
KMG Fiduciary Partners
Ohio
$550K +$3.63K +22 +0.7%
OBGC
1202
O'Brien Greene & Co
Pennsylvania
$548K +$494 +3 +0.1%
ACM
1203
AlphaStar Capital Management
North Carolina
$547K -$4.95K -30 -0.9%
FW
1204
FirstPurpose Wealth
Utah
$547K +$525K +3,184 New
TI
1205
Truepoint Inc
Ohio
$544K +$119K +720 +29%
SPWM
1206
Schrum Private Wealth Management
Florida
$544K +$521K +3,158 New
MWP
1207
Madison Wealth Partners
Wisconsin
$538K +$22.3K +135 +5%
RG
1208
Rathbones Group
United Kingdom
$538K +$516K +3,130 New
PA
1209
Parkside Advisors
California
$537K -$147K -892 -22%
CCT
1210
Capital City Trust
Florida
$537K -$4.95K -30 -0.9%
RTS
1211
Round Table Services
New Jersey
$537K – – –
SL
1212
Salomon & Ludwin
Virginia
$537K – – –
HIC
1213
Holderness Investments Company
North Carolina
$537K +$46.3K +281 +10%
MWM
1214
Madison Wealth Management
Ohio
$535K +$16.6K +101 +3%
DWM
1215
Destination Wealth Management
California
$533K -$54.2K -329 -10%
S
1216
SimplyRich
California
$533K – – –
SFG
1217
Sowa Financial Group
Rhode Island
$532K -$17.6K -107 -3%
LPT
1218
Legacy Private Trust
Wisconsin
$527K – – –
GAM
1219
Gould Asset Management
California
$526K +$42K +255 +9%
WCM
1220
Wealthcare Capital Management
Virginia
$526K +$70.1K +425 +16%
KSWA
1221
Kathleen S. Wright Associates
Pennsylvania
$524K +$503K +3,052 New
LNWTC
1222
Laird Norton Wetherby Trust Company
Washington
$523K +$7.75K +47 +2%
GT
1223
Glenview Trust
Kentucky
$523K +$98.9K +600 +25%
IWP
1224
Icon Wealth Partners
Texas
$519K +$20.6K +125 +4%
RCM
1225
Radnor Capital Management
Pennsylvania
$519K +$498K +3,020 New
47 48
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