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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOO
1726
Trust Company of Oklahoma
Oklahoma
$586K – – –
OAM
1727
Oak Asset Management
California
$585K – – –
CWP
1728
Cyndeo Wealth Partners
Florida
$584K -$28.9K -126 -5%
CTWM
1729
Cherry Tree Wealth Management
Minnesota
$584K -$918 -4 -0.2%
CF
1730
Clarity Financial
Texas
$584K -$74.9K -326 -12%
BWG
1731
Balanced Wealth Group
Ohio
$583K -$9.41K -41 -2%
TPW
1732
Talon Private Wealth
Florida
$583K +$257K +1,120 +83%
S
1733
Sachetta
Massachusetts
$582K +$14.9K +65 +3%
PPC
1734
Pennington Partners & Co
Maryland
$582K – – –
BW
1735
BostonPremier Wealth
Massachusetts
$581K +$126K +550 +29%
BBPWM
1736
Blue Bell Private Wealth Management
Pennsylvania
$580K -$11K -48 -2%
SAM
1737
Sequent Asset Management
Texas
$580K – – –
BAM
1738
Berkshire Asset Management
Pennsylvania
$580K +$69.6K +303 +14%
CWA
1739
Capital Wealth Alliance
Arizona
$580K -$3.21K -14 -0.6%
FWM
1740
Focused Wealth Management
New York
$576K +$12.9K +56 +2%
BCG
1741
Breakwater Capital Group
New Jersey
$576K -$12.6K -55 -2%
NC
1742
North Capital
Utah
$574K – – –
CAP
1743
Columbia Advisory Partners
Washington
$570K -$66.8K -291 -11%
SAM
1744
SVRN Asset Management
Texas
$569K -$221K -963 -29%
VWA
1745
VSM Wealth Advisory
Maryland
$567K -$72.1K -314 -12%
AOWM
1746
Alpha Omega Wealth Management
Virginia
$566K -$11.3K -49 -2%
CRI
1747
Commonwealth Retirement Investments
Virginia
$566K +$93.2K +406 +20%
SWM
1748
Schwallier Wealth Management
Michigan
$565K +$1.84K +8 +0.3%
UA
1749
URS Advisory
Florida
$565K +$332K +1,448 +154%
YIH
1750
Y-Intercept (HK)
Hong Kong
$565K +$175K +762 +47%
68 69
70
71 72