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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
1501
Holland Advisory Services
Florida
$270K – – –
PWMG
1502
Pioneer Wealth Management Group
Texas
$270K +$265K +1,775 New
HVP
1503
Hudson Value Partners
Florida
$270K – – –
WAM
1504
Walker Asset Management
Missouri
$270K +$4.17K +28 +2%
DP
1505
Dearborn Partners
Illinois
$269K – – –
CD
1506
Chapin Davis
Maryland
$268K +$263K +1,764 New
FA
1507
Fermata Advisors
California
$266K +$5.51K +37 +2%
FWTB
1508
First Western Trust Bank
Colorado
$266K – – –
GAM
1509
Gould Asset Management
California
$265K +$260K +1,745 New
FFA
1510
First Foundation Advisors
California
$265K – – –
LFA
1511
Legacy Financial Advisors
Kentucky
$263K -$87.2K -585 -25%
CF
1512
Convergence Financial
Missouri
$263K – – –
MCA
1513
Maryland Capital Advisors
Maryland
$262K – – –
IAMOG
1514
Investors Asset Management of Georgia
Georgia
$262K -$19.4K -130 -7%
LA
1515
Lakeside Advisors
Washington
$262K – – –
OWA
1516
Octavia Wealth Advisors
Ohio
$262K -$3.28K -22 -1%
FTC
1517
Farmers Trust Company
Ohio
$261K – – –
CI
1518
CX Institutional
Indiana
$261K – – –
ACM
1519
AlphaStar Capital Management
North Carolina
$260K -$3.13K -21 -1%
DWM
1520
Denver Wealth Management
Colorado
$260K +$30.6K +205 +14%
SAM
1521
Summit Asset Management
Tennessee
$260K – – –
WF
1522
Welch & Forbes
Massachusetts
$260K -$819K -5,494 -76%
PWG
1523
Private Wealth Group
Florida
$260K +$255K +1,709 New
OCM
1524
One Capital Management
California
$259K -$30.6K -205 -11%
BHWM
1525
Bay Harbor Wealth Management
Maryland
$259K -$144K -967 -36%
59 60
61
62 63