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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
JHP
1651
James Hambro & Partners
United Kingdom
$648K +$628K +2,737 New
JWM
1652
Johnson Wealth Management
North Dakota
$646K – – –
PIM
1653
Penobscot Investment Management
Massachusetts
$646K – – –
HPIA
1654
Hamilton Point Investment Advisors
North Carolina
$645K – – –
WC
1655
Waterloo Capital
Texas
$644K +$369K +1,605 +144%
SWIG
1656
Strategic Wealth Investment Group
Kentucky
$642K -$75.8K -330 -11%
GWM
1657
GDS Wealth Management
Texas
$641K +$622K +2,709 New
LCM
1658
Logan Capital Management
Pennsylvania
$639K +$620K +2,700 New
CWMK
1659
Caliber Wealth Management (Kansas)
Kansas
$638K -$108K -471 -15%
APFP
1660
Action Point Financial Planning
Michigan
$636K +$618K +2,692 New
TP
1661
TritonPoint Partners
Maryland
$636K +$260K +1,133 +73%
PWMG
1662
Prestige Wealth Management Group
New Jersey
$633K -$459 -2 -0.1%
EP
1663
Essential Planning
New Hampshire
$632K +$459 +2 +0.1%
SSW
1664
Stone Summit Wealth
Florida
$632K – – –
GPA
1665
Guidance Point Advisors
Massachusetts
$631K +$2.75K +12 +0.5%
PCM
1666
Pointe Capital Management
Michigan
$631K -$5.05K -22 -0.8%
CCA
1667
Carrera Capital Advisors
Michigan
$630K +$10.6K +46 +2%
TWM
1668
TopTier Wealth Management
Wisconsin
$630K -$20.7K -90 -3%
BFP
1669
Beacon Financial Planning
Massachusetts
$630K – – –
AC
1670
Avestar Capital
New York
$629K +$230 +1 +0%
TLA
1671
Tanglewood Legacy Advisors
Texas
$627K – – –
TC
1672
Tannin Capital
North Carolina
$627K -$13.8K -60 -2%
PS
1673
Planned Solutions
California
$627K +$230 +1 +0%
BWA
1674
BCU Wealth Advisors
Illinois
$626K -$87.3K -380 -13%
GI
1675
GAMMA Investing
California
$626K – – –
65 66
67
68 69