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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
1501
Alliance Wealth Management Group
New Jersey
$648K – – –
TCM
1502
Towercrest Capital Management
Pennsylvania
$648K – – –
RFP
1503
Root Financial Partners
California
$644K -$92.2K -439 -13%
FWA
1504
FSM Wealth Advisors
Ohio
$644K -$25.4K -121 -4%
CS
1505
Cannell & Spears
New York
$643K – – –
JC
1506
JB Capital
Connecticut
$642K +$16.6K +79 +3%
SFP
1507
Sterling Financial Planning
New Jersey
$639K -$32.1K -153 -5%
RFA
1508
Rollins Financial Advisors
New York
$638K – – –
LWM
1509
Lakeridge Wealth Management
Ohio
$638K +$210 +1 +0%
MTWM
1510
Masso Torrence Wealth Management
New Jersey
$637K -$16K -76 -3%
JHCP
1511
Jackson Hole Capital Partners
Oklahoma
$635K +$210 +1 +0%
HTI
1512
Hikari Tsushin Inc
Japan
$635K – – –
LFA
1513
Lauterbach Financial Advisors
Texas
$635K – – –
SF
1514
Seek First
California
$634K +$2.52K +12 +0.4%
BZWA
1515
Blue Zone Wealth Advisors
California
$633K +$110K +525 +22%
LWA
1516
LifeGoal Wealth Advisors
New York
$632K +$46.4K +221 +8%
MIM
1517
Macroview Investment Management
Maryland
$629K +$1.89K +9 +0.3%
AWAG
1518
ARS Wealth Advisors Group
Florida
$629K -$244K -1,164 -29%
IWA
1519
IBEX Wealth Advisors
New Jersey
$629K +$420 +2 +0.1%
BIM
1520
Baldwin Investment Management
Pennsylvania
$623K +$1.47K +7 +0.2%
CWA
1521
Capital Wealth Alliance
Arizona
$622K -$60.1K -286 -9%
SLC
1522
Second Line Capital
Louisiana
$622K – – –
HAIM
1523
Hunter Associates Investment Management
Pennsylvania
$622K – – –
PWM
1524
Praetorian Wealth Management
California
$621K +$605K +2,879 New
OFG
1525
Oxford Financial Group
Indiana
$621K -$84K -400 -12%
59 60
61
62 63