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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
1926
Rossmore Private Capital
Connecticut
$213K +$205K +1,077 New
BW
1927
Bison Wealth
Georgia
$212K -$491K -2,581 -71%
TLFA
1928
True Link Financial Advisors
California
$211K -$15K -79 -7%
LA
1929
LVW Advisors
New York
$210K +$202K +1,061 New
HW
1930
Hamilton Wealth
California
$210K +$202K +1,060 New
OWA
1931
ORBA Wealth Advisors
Illinois
$210K +$202K +1,059 New
FSC
1932
Full Sail Capital
Oklahoma
$209K +$201K +1,054 New
SAM
1933
Silvercrest Asset Management
New York
$208K +$200K +1,050 New
NRC
1934
New Republic Capital
North Carolina
$208K +$199K +1,043 New
FA
1935
Fagan Associates
New York
$207K +$199K +1,045 New
PGAM
1936
Princeton Global Asset Management
New Jersey
$206K +$190 +1 +0.1%
MFT
1937
Moisand Fitzgerald Tamayo
Florida
$205K +$65.7K +345 +50%
NJIM
1938
Nabity-Jensen Investment Management
Nebraska
$205K +$197K +1,036 New
HIG
1939
Heritage Investment Group
Florida
$205K +$197K +1,033 New
AMIM
1940
Aull & Monroe Investment Management
Alabama
$204K +$196K +1,030 New
VBFP
1941
Valtinson Bruner Financial Planning
Minnesota
$204K +$196K +1,029 New
AC
1942
Arjuna Capital
North Carolina
$204K +$196K +1,028 New
WWP
1943
Waypoint Wealth Partners
California
$204K +$196K +1,028 New
MWM
1944
Maltin Wealth Management
New Jersey
$203K +$195K +1,026 New
AIM
1945
Athena Investment Management
California
$203K +$195K +1,025 New
FA
1946
Fountainhead AM
New Jersey
$202K -$132K -692 -40%
SGI
1947
Summit Global Investments
Utah
$202K -$56.4K -296 -23%
FIM
1948
Fernwood Investment Management
Massachusetts
$202K -$19K -100 -9%
AAG
1949
Accordant Advisory Group
Maryland
$201K – – –
FWP
1950
Firethorn Wealth Partners
Georgia
$201K +$193K +1,013 New
76 77
78
79 80