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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
CGF
1201
Constant Guidance Financial
Massachusetts
$572K +$600K +3,703 New
GAM
1202
Gemmer Asset Management
California
$572K +$25K +154 +4%
GBT
1203
Grove Bank & Trust
Florida
$570K +$595K +3,669 New
PP
1204
PrairieView Partners
Minnesota
$569K – – –
1W
1205
1776 Wealth
Georgia
$569K – – –
MAA
1206
Matrix Asset Advisors
New York
$569K +$811 +5 +0.1%
RFA
1207
RTD Financial Advisors
Pennsylvania
$568K +$592K +3,655 New
CA
1208
CoreCap Advisors
Michigan
$568K +$62.7K +387 +12%
PSF
1209
Pacific Sun Financial
California
$567K – – –
KIG
1210
Kowal Investment Group
Wisconsin
$566K -$16.2K -100 -3%
SWM
1211
Seaside Wealth Management
California
$564K +$2.76K +17 +0.5%
APIM
1212
Agate Pass Investment Management
Washington
$563K – – –
TC
1213
Trust Company
Kansas
$563K – – –
KSWA
1214
Kathleen S. Wright Associates
Pennsylvania
$561K +$486 +3 +0.1%
BAAM
1215
Baker Avenue Asset Management
California
$560K +$107K +659 +22%
OCPWS
1216
One Charles Private Wealth Services
Massachusetts
$558K +$162 +1 +0%
BOPW
1217
Brandywine Oak Private Wealth
Pennsylvania
$556K +$162 +1 +0%
TFA
1218
Trinity Financial Advisors
Ohio
$556K +$213K +1,316 +58%
EP
1219
Essential Planning
New Hampshire
$556K -$48.8K -301 -8%
CAM
1220
Clark Asset Management
New Hampshire
$556K +$580K +3,577 New
FNWM
1221
Financial Network Wealth Management
Utah
$554K +$25K +154 +5%
AWA
1222
Arete Wealth Advisors
Illinois
$554K -$15M -92,655 -96%
SFP
1223
Sterling Financial Planning
New Jersey
$552K -$6.32K -39 -1%
SMA
1224
Sage Mountain Advisors
Georgia
$551K – – –
PPW
1225
Pasadena Private Wealth
California
$551K +$6.97K +43 +1%
47 48
49
50 51