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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1201
Sugarloaf Wealth Management
Georgia
$573K -$87.2K -585 -13%
MWM
1202
Merriman Wealth Management
Washington
$572K -$213K -1,429 -28%
RIA
1203
Realta Investment Advisors
Delaware
$570K -$18K -121 -3%
SIAS
1204
Summit Investment Advisory Services
Minnesota
$570K +$559K +3,753 New
SFG
1205
Sage Financial Group
Pennsylvania
$569K -$53.7K -360 -9%
CJL
1206
Cyrus J. Lawrence
New York
$567K -$9.69K -65 -2%
AWP
1207
Ascent Wealth Partners
New York
$565K -$5.66K -38 -1%
SC
1208
Saiph Capital
New Jersey
$563K -$2.53K -17 -0.5%
ICG
1209
InterOcean Capital Group
Tennessee
$562K +$69.5K +466 +14%
FNBOO
1210
First National Bank of Omaha
Nebraska
$560K – – –
GCM
1211
Gunderson Capital Management
South Carolina
$559K +$548K +3,680 New
HDIM
1212
Hanson & Doremus Investment Management
Vermont
$557K -$58.4K -392 -10%
1W
1213
1776 Wealth
Georgia
$557K +$745 +5 +0.1%
AIS
1214
AM Investment Strategies
Tennessee
$555K +$545K +3,658 New
PSF
1215
Pacific Sun Financial
California
$555K – – –
RCM
1216
Radnor Capital Management
Pennsylvania
$554K – – –
PPW
1217
Pasadena Private Wealth
California
$551K -$34.7K -233 -6%
SDWMA
1218
Schneider Downs Wealth Management Advisors
Pennsylvania
$548K +$189K +1,269 +54%
SWM
1219
Stockman Wealth Management
Montana
$548K – – –
SWM
1220
Seaside Wealth Management
California
$547K +$3.13K +21 +0.6%
BWM
1221
BCS Wealth Management
Tennessee
$547K – – –
KSWA
1222
Kathleen S. Wright Associates
Pennsylvania
$547K +$80.9K +543 +18%
OCPWS
1223
One Charles Private Wealth Services
Massachusetts
$545K +$298 +2 +0.1%
CRWM
1224
Castle Rock Wealth Management
California
$543K +$86K +577 +20%
FA
1225
Financial Alternatives
California
$543K +$533K +3,576 New
47 48
49
50 51