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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
YWS
2001
Yarger Wealth Strategies
Ohio
$241K +$597 +3 +0.2%
ISB
2002
Iowa State Bank
Iowa
$240K -$15.1K -76 -6%
AWM
2003
AllSquare Wealth Management
New York
$240K – – –
BPFA
2004
Barnes Pettey Financial Advisors
Mississippi
$240K -$2.78K -14 -1%
RI
2005
Rinkey Investments
California
$239K – – –
KFC
2006
Klingenstein Fields & Co
New York
$238K -$1.99K -10 -0.8%
WFS
2007
Weitzel Financial Services
Iowa
$238K – – –
BTWM
2008
Baker Tilly Wealth Management
Wisconsin
$238K -$2.38M -11,962 -91%
AWM
2009
Abound Wealth Management
Tennessee
$238K – – –
ZIG
2010
Zullo Investment Group
Pennsylvania
$238K – – –
FTC
2011
Farmers Trust Company
Ohio
$237K – – –
CSA
2012
Cottage Street Advisors
Massachusetts
$237K +$597 +3 +0.2%
ACM
2013
Accent Capital Management
Ohio
$237K +$199K +1,000 +455%
AWM
2014
Able Wealth Management
New Jersey
$235K +$11.9K +60 +5%
IP
2015
Isthmus Partners
Wisconsin
$235K – – –
TW
2016
Transform Wealth
Colorado
$234K – – –
TNA
2017
True North Advisors
Texas
$234K +$6.16K +31 +3%
KCP
2018
Kera Capital Partners
California
$234K – – –
RWMG
2019
Redwood Wealth Management Group
New Jersey
$234K – – –
RWS
2020
Resolute Wealth Strategies
Mississippi
$233K +$1.19K +6 +0.5%
CFS
2021
Commonwealth Financial Services
West Virginia
$233K – – –
AT
2022
Avalon Trust
New Mexico
$233K +$179K +900 +300%
FCG
2023
Financial Connections Group
California
$231K -$398 -2 -0.2%
POIA
2024
Pin Oak Investment Advisors
Texas
$231K – – –
FF
2025
Francis Financial
$231K – – –
79 80
81
82 83