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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1576
Schwallier Wealth Management
Michigan
$683K -$47.4K -217 -7%
S
1577
SimplyRich
California
$681K – – –
MLFP
1578
MPS Loria Financial Planners
Illinois
$680K -$13.1K -60 -2%
BI
1579
Ballast Inc
Kentucky
$679K – – –
TCP
1580
TMB Capital Partners
Arkansas
$677K +$673K +3,081 New
KFP
1581
KMG Fiduciary Partners
Ohio
$676K -$317K -1,450 -32%
NEWAS
1582
N.E.W. Advisory Services
Wisconsin
$675K +$874 +4 +0.1%
EPW
1583
Endeavor Private Wealth
Kansas
$674K +$70.8K +324 +12%
PSF
1584
Pacific Sun Financial
California
$672K -$4.37K -20 -0.7%
EP
1585
Essential Planning
New Hampshire
$671K +$437 +2 +0.1%
EIP
1586
Ellis Investment Partners
Pennsylvania
$667K -$30.4K -139 -4%
SIAS
1587
Summit Investment Advisory Services
Minnesota
$666K +$55.7K +255 +9%
YIA
1588
YHB Investment Advisors
Connecticut
$664K -$13.1K -60 -2%
MI
1589
Motiv8 Investments
Florida
$664K -$29.1K -133 -4%
BWA
1590
BCU Wealth Advisors
Illinois
$664K +$3.71K +17 +0.6%
OL
1591
Optas LLC
Texas
$663K +$31.2K +143 +5%
HFO
1592
Heritage Family Offices
Arizona
$661K – – –
DF
1593
Dunhill Financial
United Kingdom
$661K -$62.5K -286 -9%
NFA
1594
Northwest Financial Advisors
Virginia
$660K -$3.96M -18,136 -86%
MCA
1595
Maryland Capital Advisors
Maryland
$660K – – –
AMM
1596
American Money Management
California
$660K -$27.1K -124 -4%
AWMG
1597
Alliance Wealth Management Group
New Jersey
$659K – – –
TCM
1598
Towercrest Capital Management
Pennsylvania
$659K – – –
AWM
1599
Able Wealth Management
New Jersey
$658K +$351K +1,607 +116%
GFP
1600
Gryphon Financial Partners
Ohio
$658K +$388K +1,774 +146%
62 63
64
65 66