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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1701
Jeppson Wealth Management
California
$455K – – –
CCA
1702
Cobblestone Capital Advisors
New York
$454K – – –
SEP
1703
Southland Equity Partners
Missouri
$453K +$630 +3 +0.1%
HWMO
1704
Heritage Wealth Management (Ohio)
Ohio
$453K -$35.9K -171 -8%
OFG
1705
Omega Financial Group
California
$452K +$125K +595 +40%
NA
1706
Nestegg Advisors
New York
$451K +$11.6K +55 +3%
NWA
1707
New World Advisors
Massachusetts
$451K – – –
AT
1708
American Trust
Kentucky
$449K +$11.1K +53 +3%
MWP
1709
Meridian Wealth Partners
Pennsylvania
$448K -$46.4K -221 -10%
DTC
1710
Davidson Trust Company
Washington
$447K – – –
PPW
1711
Presilium Private Wealth
Pennsylvania
$447K -$3.15K -15 -0.7%
GHAM
1712
Gilman Hill Asset Management
Connecticut
$447K – – –
TAFW
1713
Tred Avon Family Wealth
Maryland
$447K +$435K +2,070 New
CRWM
1714
Castle Rock Wealth Management
California
$446K -$24.1K -115 -5%
CCA
1715
Clarity Capital Advisors
Florida
$446K – – –
FBT
1716
First Bank & Trust
South Dakota
$446K – – –
TC
1717
Trust Company
Kansas
$445K -$46.6K -222 -10%
SDWMA
1718
Schneider Downs Wealth Management Advisors
Pennsylvania
$445K – – –
APA
1719
Astoria Portfolio Advisors
New York
$443K -$26.3K -125 -6%
SFP
1720
Shepherd Financial Partners
Massachusetts
$443K +$210 +1 +0%
DI
1721
Disciplined Investors
Texas
$443K – – –
NCM
1722
NCM Capital Management
New Jersey
$443K +$61.3K +292 +17%
BFIC
1723
Bedell Frazier Investment Counselling
California
$442K – – –
DA
1724
Doliver Advisors
Texas
$442K – – –
PWM
1725
Palumbo Wealth Management
New York
$442K +$1.05K +5 +0.2%
67 68
69
70 71