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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1801
Welch & Forbes
Massachusetts
$508K – – –
XPN
1802
XY Planning Network
Montana
$508K +$90.5K +394 +23%
PWA
1803
Physician Wealth Advisors
Utah
$507K -$46.2K -201 -9%
CF
1804
Convergence Financial
Missouri
$504K -$823K -3,586 -63%
JWM
1805
JHP Wealth Management
Colorado
$502K -$11K -48 -2%
PCA
1806
Prosperity Capital Advisors
Ohio
$502K +$86.8K +378 +22%
AFW
1807
Atlantic Family Wealth
Florida
$502K – – –
DI
1808
Disciplined Investors
Texas
$501K – – –
HA
1809
Herold Advisors
New York
$501K -$41.3K -180 -8%
BCM
1810
Brookmont Capital Management
Texas
$500K -$66.6K -290 -12%
ICP
1811
Interchange Capital Partners
Pennsylvania
$498K +$33.1K +144 +7%
SWP
1812
Stone Wealth Partners
Louisiana
$497K +$2.3K +10 +0.5%
CIA
1813
Cape Investment Advisory
Georgia
$496K -$6.89K -30 -1%
TAFW
1814
Tred Avon Family Wealth
Maryland
$495K – – –
HCM
1815
HMS Capital Management
Tennessee
$495K – – –
PFG
1816
Pacific Financial Group
Washington
$495K -$25.9K -113 -5%
CWM
1817
Cahaba Wealth Management
Georgia
$494K +$10.6K +46 +2%
SEP
1818
Southland Equity Partners
Missouri
$494K -$5.05K -22 -1%
CRWM
1819
Castle Rock Wealth Management
California
$493K +$918 +4 +0.2%
CCC
1820
Compass Capital Corp
Massachusetts
$493K +$20.7K +90 +5%
WE
1821
Wealth Effects
Massachusetts
$492K +$138K +600 +41%
DTC
1822
Davidson Trust Company
Washington
$490K – – –
PWM
1823
Palumbo Wealth Management
New York
$490K +$1.38K +6 +0.3%
CWM
1824
Chemistry Wealth Management
New York
$490K +$8.73K +38 +2%
CCA
1825
Clarity Capital Advisors
Florida
$489K +$230 +1 +0%
71 72
73
74 75