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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
2001
Spinnaker Trust
Maine
$370K -$33.8K -147 -9%
TPWA
2002
Twin Peaks Wealth Advisors
California
$370K +$208K +907 +138%
SIC
2003
Sterling Investment Counsel
New York
$370K -$85K -370 -19%
BFA
2004
Beaumont Financial Advisors
Massachusetts
$369K – – –
MPAM
2005
Murphy Pohlad Asset Management
Minnesota
$369K -$21.1K -92 -6%
OPWM
2006
Oxinas Partners Wealth Management
Indiana
$369K +$1.15K +5 +0.3%
WF
2007
Wayfinding Financial
Washington
$368K +$8.73K +38 +3%
PWM
2008
Provident Wealth Management
Tennessee
$368K +$1.38K +6 +0.4%
SWM
2009
Shakespeare Wealth Management
Wisconsin
$367K +$39K +170 +12%
UWP
2010
Uniting Wealth Partners
Kansas
$366K -$224K -976 -39%
WA
2011
WP Advisors
California
$365K +$1.61K +7 +0.5%
LI
2012
LifeWealth Investments
Florida
$365K +$25.7K +112 +8%
WCM
2013
Wealthcare Capital Management
Virginia
$364K -$12.9K -56 -4%
BWP
2014
Bernardo Wealth Planning
Pennsylvania
$363K +$459 +2 +0.1%
HBT
2015
Hills Bank & Trust
Iowa
$362K – – –
FCM
2016
Fourpath Capital Management
Oklahoma
$362K +$230 +1 +0.1%
DWMS
2017
Dominguez Wealth Management Solutions
Virginia
$362K +$13.5K +59 +4%
LWM
2018
Lodestone Wealth Management
Washington
$360K -$15.2K -66 -4%
IIM
2019
Ipswich Investment Management
Massachusetts
$360K – – –
IFPG
2020
Intrepid Financial Planning Group
Indiana
$360K -$4.59K -20 -1%
OPA
2021
Old Port Advisors
Maine
$360K +$53K +231 +18%
BFG
2022
Bouchey Financial Group
New York
$360K +$230 +1 +0.1%
LCWM
2023
Legacy Capital Wealth Management
Texas
$359K -$10.1K -44 -3%
CCA
2024
Checchi Capital Advisers
California
$359K -$35.6K -155 -9%
WBC
2025
West Branch Capital
Massachusetts
$359K -$34K -148 -9%
79 80
81
82 83