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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
1676
Independent Family Office
New York
$3.51K +$125K +820 +3%
GTAM
1677
Global Trust Asset Management
Florida
$3K – – –
JMF
1678
Johnson Midwest Financial
Iowa
$3K – – –
LFA
1679
Level Financial Advisors
New York
$3K – – –
BRWM
1680
B. Riley Wealth Management
Tennessee
$2.04K -$477K -3,134 -18%
OIA
1681
Optimum Investment Advisors
Illinois
$2K – – –
TIM
1682
Tevis Investment Management
Texas
$2K +$761 +5 +71%
BA
1683
Bellwether Advisors
Nebraska
$1K -$55.2K -363 -97%
LPWM
1684
Lake Point Wealth Management
Texas
$1K – – –
BIM
1685
Baldwin Investment Management
Pennsylvania
$937 -$6.54K -43 -0.7%
ONST
1686
Old North State Trust
North Carolina
$227 – – –
PCOC
1687
Power Corp of Canada
Canada
– -$35.9M -221,321 Closed
FTUS
1688
Flow Traders U.S.
New York
– -$14.1M -86,811 Closed
FFA
1689
Freedman Financial Associates
Massachusetts
– -$13.8M -84,480 Closed
SLWA
1690
San Luis Wealth Advisors
California
– -$9.82M -57,178 Closed
GM
1691
GeoWealth Management
Illinois
– -$9.22M -56,889 Closed
FANJ
1692
Financial Architects (New Jersey)
New Jersey
– -$6.53M -40,251 Closed
PWM
1693
Prentice Wealth Management
New York
– -$6.31M -38,922 Closed
HWM
1694
Howard Wealth Management
Connecticut
– -$5.16M -31,840 Closed
HWM
1695
Heirloom Wealth Management
Colorado
– -$4.42M -29,339 Closed
LWMNY
1696
Landmark Wealth Management (New York)
New York
– -$2.34M -28,738 Closed
AC
1697
Avestar Capital
New York
– -$4.25M -26,240 Closed
OCM
1698
Orser Capital Management
Texas
– -$1.97M -12,160 Closed
GDP
1699
Great Diamond Partners
Maine
– -$1.21M -7,480 Closed
CJFS
1700
Coulter & Justus Financial Services
Tennessee
– -$1.19M -7,310 Closed
66 67
68
69 70