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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
FTC
2001
Farmers Trust Company
Ohio
$251K – – –
CSA
2002
Cottage Street Advisors
Massachusetts
$250K – – –
FWP
2003
Firethorn Wealth Partners
Georgia
$250K +$32K +165 +16%
OPA
2004
Old Port Advisors
Maine
$249K -$5.43K -28 -2%
SIS
2005
Sound Income Strategies
Florida
$249K -$5.82K -30 -2%
HR
2006
Howe & Rusling
New York
$248K -$34.9K -180 -13%
KCP
2007
Kera Capital Partners
California
$248K +$1.74K +9 +0.7%
IP
2008
Isthmus Partners
Wisconsin
$248K – – –
TNA
2009
True North Advisors
Texas
$247K – – –
RWMG
2010
Redwood Wealth Management Group
New Jersey
$246K – – –
RWS
2011
Resolute Wealth Strategies
Mississippi
$246K – – –
PP
2012
Pacifica Partners
Canada
$246K -$2.91K -15 -1%
PWP
2013
Precedent Wealth Partners
Texas
$246K -$65.5K -338 -22%
KFC
2014
Klingenstein Fields & Co
New York
$245K -$5.82K -30 -2%
SWM
2015
SK Wealth Management
Rhode Island
$245K +$969 +5 +0.4%
FCG
2016
Financial Connections Group
California
$244K – – –
CST
2017
Charles Schwab Trust
Nevada
$244K +$231K +1,192 New
FF
2018
Francis Financial
$244K – – –
GFG
2019
Goldstone Financial Group
Illinois
$243K +$2.71K +14 +1%
BHWA
2020
Beacon Harbor Wealth Advisors
Virginia
$243K – – –
GF
2021
Gries Financial
Ohio
$243K +$230K +1,185 New
BL
2022
Balentine LLC
Georgia
$242K – – –
WG
2023
Watchman Group
Texas
$242K – – –
KIM
2024
Kestra Investment Management
Texas
$241K +$9.88K +51 +5%
LJAC
2025
L.J. Altfest & Co
New York
$240K – – –
79 80
81
82 83