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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
OAS
1751
Optivise Advisory Services
Tennessee
$309K +$13.1K +69 +5%
BWP
1752
Bernardo Wealth Planning
Pennsylvania
$309K +$762 +4 +0.3%
BHWM
1753
Bay Harbor Wealth Management
Maryland
$309K – – –
FF
1754
Francis Financial
$308K – – –
HFA
1755
High Falls Advisors
New York
$308K – – –
NWA
1756
New World Advisors
Massachusetts
$307K – – –
CC
1757
Courier Capital
New York
$306K – – –
IFPG
1758
Intrepid Financial Planning Group
Indiana
$305K – – –
KWM
1759
Keebeck Wealth Management
Illinois
$303K – – –
CCMG
1760
Clark Capital Management Group
Pennsylvania
$303K -$25.9K -136 -8%
WG
1761
Watchman Group
Texas
$302K -$16.2K -85 -5%
AC
1762
Asio Capital
Kentucky
$302K +$289K +1,516 New
IIM
1763
Ipswich Investment Management
Massachusetts
$301K -$7.62K -40 -3%
FCM
1764
Fourpath Capital Management
Oklahoma
$301K +$381 +2 +0.1%
WA
1765
WP Advisors
California
$300K +$22.1K +116 +8%
PWM
1766
Provident Wealth Management
Tennessee
$299K +$48.7K +256 +20%
HC
1767
Hamilton Capital
Ohio
$298K -$2.09K -11 -0.7%
GIM
1768
Goelzer Investment Management
Indiana
$298K -$19.8K -104 -6%
BP
1769
BBR Partners
New York
$297K – – –
OFG
1770
Omega Financial Group
California
$297K – – –
TNBTD
1771
Trustmark National Bank Trust Department
Mississippi
$297K – – –
GIA
1772
GHP Investment Advisors
Colorado
$297K +$9.14K +48 +3%
HCMG
1773
Howard Capital Management Group
California
$296K – – –
MWA
1774
Midland Wealth Advisors
Illinois
$296K +$285K +1,495 New
JSW
1775
Journey Strategic Wealth
New Jersey
$296K +$284K +1,494 New
69 70
71
72 73