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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1951
Compass Advisory Group
New York
$299K +$1.26K +6 +0.4%
UFA
1952
Uptown Financial Advisors
Texas
$299K – – –
VBFP
1953
Valtinson Bruner Financial Planning
Minnesota
$297K +$19.1K +91 +7%
JEST
1954
JTC Employer Solutions Trustee
Jersey
$297K – – –
TI
1955
Truepoint Inc
Ohio
$296K -$56.5K -269 -16%
AIP
1956
ARS Investment Partners
New York
$295K +$287K +1,369 New
DWG
1957
Darden Wealth Group
Michigan
$295K +$287K +1,368 New
BFG
1958
Baron Financial Group
New Jersey
$295K – – –
SWMP
1959
Signature Wealth Management Partners
New Jersey
$295K – – –
GAM
1960
Gould Asset Management
California
$294K +$24.8K +118 +9%
XT
1961
XTX Topco
Cayman Islands
$293K +$285K +1,359 New
MPIM
1962
McGinn Penninger Investment Management
Virginia
$292K -$112K -534 -28%
SA
1963
Sonoma Allocations
California
$291K +$285K +1,355 New
GWMIA
1964
Global Wealth Management Investment Advisory
Florida
$291K – – –
MCCP
1965
Mission Creek Capital Partners
California
$291K -$210 -1 -0.1%
RF
1966
Robinswood Financial
Washington
$291K -$46.2K -220 -14%
CSA
1967
Cottage Street Advisors
Massachusetts
$290K +$25.6K +122 +10%
FAT
1968
First American Trust
California
$290K +$420 +2 +0.1%
TF
1969
Tenon Financial
New Jersey
$289K +$420 +2 +0.1%
EWM
1970
EPG Wealth Management
Georgia
$289K -$9.45K -45 -3%
AFAS
1971
Acorn Financial Advisory Services
Virginia
$288K +$10.1K +48 +4%
SCP
1972
Shorepoint Capital Partners
Massachusetts
$288K +$281K +1,336 New
WWM
1973
Wolff Wiese Magana
California
$288K – – –
VIP
1974
Vista Investment Partners
Oklahoma
$287K -$6.93K -33 -2%
BHWM
1975
Bay Harbor Wealth Management
Maryland
$287K – – –
77 78
79
80 81