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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
1276
Montis Financial
Massachusetts
$387K – – –
BAM
1277
Berkshire Asset Management
Pennsylvania
$386K – – –
ST
1278
Sageworth Trust
Pennsylvania
$384K – – –
BHWM
1279
Bay Harbor Wealth Management
Maryland
$383K – – –
PS
1280
Planned Solutions
California
$383K – – –
CPP
1281
Capasso Planning Partners
South Carolina
$382K -$28.3K -186 -7%
OL
1282
Optas LLC
Texas
$382K – – –
WCF
1283
West Coast Financial
California
$381K – – –
MIAS
1284
Mason Investment Advisory Services
Virginia
$379K -$475K -3,119 -54%
SWA
1285
SFMG Wealth Advisors
Texas
$378K +$99.2K +652 +33%
TI
1286
Trexquant Investment
Connecticut
$378K +$401K +2,632 New
CIAS
1287
CFS Investment Advisory Services
New Jersey
$378K +$402K +2,638 New
MWM
1288
MBE Wealth Management
Wisconsin
$377K -$7.15K -47 -2%
BBA
1289
BLB&B Advisors
Pennsylvania
$377K – – –
BFIC
1290
Bedell Frazier Investment Counselling
California
$377K +$35.5K +233 +10%
ABLA
1291
Alan B. Lancz & Associates
Ohio
$377K +$375K +2,463 New
FW
1292
FirstPurpose Wealth
Utah
$376K -$226K -1,484 -36%
TW
1293
TrinityPoint Wealth
Connecticut
$376K +$80.7K +530 +25%
MWPCG
1294
Measured Wealth Private Client Group
New Hampshire
$375K +$2.44K +16 +0.6%
ACM
1295
AlphaStar Capital Management
North Carolina
$375K +$13.7K +90 +4%
WOC
1296
West Oak Capital
California
$373K +$38K +250 +11%
DA
1297
Doliver Advisors
Texas
$373K +$152K +1,000 +63%
CA
1298
Carson Advisory
Georgia
$372K -$79.9K -525 -17%
CDH
1299
Charles D. Hyman
$372K -$26.9K -177 -6%
PWM
1300
PBMares Wealth Management
Virginia
$370K -$28.5K -187 -7%
50 51
52
53 54