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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
1701
McDonald Partners
Ohio
$6.18K -$6.25M -37,901 -100%
ACM
1702
Absolute Capital Management
Pennsylvania
$6.18K +$5.93K +36 New
MS
1703
Mizuho Securities
Japan
$6K +$165 +1 +3%
SIAP
1704
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K +$1.32K +8 +30%
CFN
1705
Cordasco Financial Network
Florida
$5K – – –
GTAM
1706
Global Trust Asset Management
Florida
$5K – – –
SWA
1707
SOA Wealth Advisors
New York
$5K – – –
FCAS
1708
First Command Advisory Services
Texas
$5K +$4.45K +27 New
GWMIA
1709
Global Wealth Management Investment Advisory
Florida
$4K +$1.81K +11 +79%
LFA
1710
Level Financial Advisors
New York
$4K +$3.79K +23 New
FHC
1711
First Heartland Consultants
Missouri
$3.26K +$660K +4,006 +27%
JMF
1712
Johnson Midwest Financial
Iowa
$3K – – –
MRCM
1713
M&R Capital Management
New Jersey
$3K +$3.3K +20 New
LWMNY
1714
Landmark Wealth Management (New York)
New York
$3K +$2.47M +14,966 New
FFG
1715
Ford Financial Group
California
$1.16K +$1.15K +7 +0.1%
BBHC
1716
Brown Brothers Harriman & Co
New York
$1.15K – – –
BIM
1717
Baldwin Investment Management
Pennsylvania
$1.13K +$222K +1,347 +26%
LPWM
1718
Lake Point Wealth Management
Texas
$1K – – –
TIM
1719
Tevis Investment Management
Texas
$1K +$1.15K +7 New
LWM
1720
Liberty Wealth Management
California
$326 -$306K -1,857 Closed
CP
1721
Castleview Partners
Texas
$232 +$6.57M +39,846 New
WP
1722
WMS Partners
Maryland
– -$16.8M -109,533 Closed
JGIA
1723
Jackson Grant Investment Advisers
Connecticut
– -$14.7M -95,981 Closed
NL
1724
NEPC LLC
Massachusetts
– -$11.7M -76,200 Closed
SEM
1725
Strategic Equity Management
Arizona
– -$8.13M -52,947 Closed
67 68
69
70 71