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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1976
Sather Financial Group
Texas
$392K -$61.1K -266 -14%
DF
1977
Downshift Financial
Colorado
$391K – – –
KIM
1978
Kestra Investment Management
Texas
$390K – – –
MCFP
1979
Mallini Complete Financial Planning
Florida
$389K – – –
NRC
1980
New Republic Capital
North Carolina
$389K – – –
LWA
1981
Lineweaver Wealth Advisors
Ohio
$388K +$230 +1 +0.1%
SWM
1982
Stockman Wealth Management
Montana
$386K -$13.1K -57 -3%
CWL
1983
Causey Wealth LLC
Colorado
$386K +$1.61K +7 +0.4%
RMP
1984
Richards, Merrill & Peterson
Washington
$386K – – –
CW
1985
CrossGen Wealth
North Carolina
$385K -$2.3K -10 -0.6%
GC
1986
GatePass Capital
Ohio
$385K – – –
DWM
1987
Denver Wealth Management
Colorado
$384K -$97.8K -426 -21%
GP
1988
Greenline Partners
New York
$384K – – –
FPW
1989
Flagship Private Wealth
Massachusetts
$384K +$459 +2 +0.1%
WFA
1990
WJ Financial Advisors
Connecticut
$384K – – –
WFS
1991
Weitzel Financial Services
Iowa
$383K +$7.12K +31 +2%
WF
1992
WinCap Financial
Massachusetts
$382K -$11.5K -50 -3%
TFA
1993
Trinity Financial Advisors
Ohio
$380K -$31.9K -139 -8%
VCP
1994
Vista Capital Partners
Oregon
$380K -$29.6K -129 -7%
AIP
1995
ARS Investment Partners
New York
$379K – – –
CAM
1996
Costello Asset Management
Pennsylvania
$379K -$125K -543 -25%
GAM
1997
Grandview Asset Management
Pennsylvania
$379K -$6.43K -28 -2%
PWP
1998
Prasad Wealth Partners
Ohio
$379K -$85K -370 -19%
LC
1999
Landaas & Company
Wisconsin
$378K – – –
BWL
2000
Bogart Wealth LLC
Virginia
$377K -$256K -1,117 -41%
78 79
80
81 82