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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1701
Cannon Financial Strategists
Georgia
$604K – – –
HCA
1702
Heck Capital Advisors
Wisconsin
$602K – – –
EPW
1703
Endeavor Private Wealth
Kansas
$601K -$177K -773 -23%
MWM
1704
MBE Wealth Management
Wisconsin
$599K -$2.3K -10 -0.4%
GHA
1705
Granite Harbor Advisors
Texas
$598K +$1.38K +6 +0.2%
HWMO
1706
Heritage Wealth Management (Ohio)
Ohio
$596K +$578K +2,518 New
BPW
1707
BlueDoor Private Wealth
Massachusetts
$595K -$25K -109 -4%
RCI
1708
RS Crum Inc
California
$594K – – –
SFP
1709
Sterling Financial Planning
New Jersey
$593K -$87.5K -381 -13%
IAP
1710
Indie Asset Partners
Indiana
$593K +$16.3K +71 +3%
BAAM
1711
Baker Avenue Asset Management
California
$592K – – –
FL
1712
FreeGulliver LLC
Louisiana
$592K +$46.6K +203 +9%
BM
1713
Berman McAleer
Maryland
$590K – – –
EL
1714
EWA LLC
Pennsylvania
$589K +$1.38K +6 +0.2%
TCOO
1715
Trust Company of Oklahoma
Oklahoma
$586K – – –
OAM
1716
Oak Asset Management
California
$585K – – –
CWP
1717
Cyndeo Wealth Partners
Florida
$584K -$28.9K -126 -5%
CF
1718
Clarity Financial
Texas
$584K -$74.9K -326 -12%
BWG
1719
Balanced Wealth Group
Ohio
$583K -$9.41K -41 -2%
S
1720
Sachetta
Massachusetts
$582K +$14.9K +65 +3%
PPC
1721
Pennington Partners & Co
Maryland
$582K – – –
BW
1722
BostonPremier Wealth
Massachusetts
$581K +$126K +550 +29%
BBPWM
1723
Blue Bell Private Wealth Management
Pennsylvania
$580K -$11K -48 -2%
SAM
1724
Sequent Asset Management
Texas
$580K – – –
BAM
1725
Berkshire Asset Management
Pennsylvania
$580K +$69.6K +303 +14%
67 68
69
70 71