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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1201
Towerpoint Wealth
California
$1.08M +$37.8K +195 +4%
OCM
1202
Orser Capital Management
Texas
$1.08M +$1.02M +5,285 New
ORC
1203
O'Rourke & Company
Massachusetts
$1.08M – – –
ML
1204
McAdam LLC
Pennsylvania
$1.08M +$193K +998 +23%
USB
1205
Union Savings Bank
Connecticut
$1.08M – – –
FPGK
1206
Financial Partners Group (Kansas)
Kansas
$1.07M -$17.4K -90 -2%
PMWMG
1207
Parr McKnight Wealth Management Group
Minnesota
$1.07M -$34.5K -178 -3%
RWP
1208
Revolve Wealth Partners
New Jersey
$1.06M – – –
MFWP
1209
Mosaic Family Wealth Partners
Missouri
$1.06M – – –
NWMG
1210
National Wealth Management Group
Ohio
$1.06M +$166K +856 +20%
SFS
1211
Strategic Financial Services
New York
$1.06M -$59.9K -309 -6%
AI
1212
Accredited Investors
Minnesota
$1.05M -$48.3K -249 -5%
ES
1213
Eagle Strategies
New York
$1.05M -$4.46K -23 -0.4%
WIM
1214
WealthPlan Investment Management
Nebraska
$1.05M -$421K -2,170 -30%
WDG
1215
Wealth Dimensions Group
Ohio
$1.05M +$81.6K +421 +9%
SPWM
1216
Schrum Private Wealth Management
Florida
$1.05M +$142K +733 +17%
MWA
1217
Medallion Wealth Advisors
Connecticut
$1.04M -$49.6K -256 -5%
TPW
1218
Turn8 Private Wealth
$1.04M -$648K -3,342 -40%
JCM
1219
Jag Capital Management
Missouri
$1.04M – – –
BHBT
1220
Burke & Herbert Bank & Trust
Virginia
$1.04M +$248K +1,279 +34%
BMWM
1221
Brown Miller Wealth Management
Virginia
$1.04M +$11.4K +59 +1%
PCIG
1222
Partners Capital Investment Group
Massachusetts
$1.03M – – –
FAIM
1223
Financial Advocates Investment Management
Washington
$1.03M -$6.34M -32,717 -87%
NWM
1224
Northwest Wealth Management
Iowa
$1.03M -$16.3K -84 -2%
BFG
1225
Berger Financial Group
Minnesota
$1.03M +$63.6K +328 +7%
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