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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
2026
Bar Harbor Wealth Management
New Hampshire
$238K – – –
IP
2027
Isthmus Partners
Wisconsin
$237K – – –
PWP
2028
Precedent Wealth Partners
Texas
$237K -$99.2K -497 -29%
TW
2029
Transform Wealth
Colorado
$237K -$3.19K -16 -1%
SFB
2030
STAR Financial Bank
Indiana
$236K – – –
KCP
2031
Kera Capital Partners
California
$236K +$241K +1,205 New
RWMG
2032
Redwood Wealth Management Group
New Jersey
$236K – – –
CFS
2033
Commonwealth Financial Services
West Virginia
$235K -$21.6K -108 -8%
AWA
2034
Archvest Wealth Advisors
California
$235K -$110K -550 -31%
SIA
2035
Spectrum Investment Advisors
Wisconsin
$235K – – –
WMWM
2036
Wilkins Miller Wealth Management
Alabama
$235K +$240K +1,200 New
SIS
2037
Sound Income Strategies
Florida
$234K +$16.2K +81 +7%
RWS
2038
Resolute Wealth Strategies
Mississippi
$234K +$2.2K +11 +0.9%
FCCM
2039
First City Capital Management
Georgia
$234K – – –
FCG
2040
Financial Connections Group
California
$234K – – –
BCG
2041
Bravias Capital Group
New Jersey
$234K +$231K +1,157 New
TWM
2042
Triton Wealth Management
Arizona
$234K – – –
BEW
2043
Burton Enright Welch
California
$234K +$238K +1,193 New
FF
2044
Francis Financial
$233K -$72.9K -365 -23%
RB
2045
Rodgers Brothers
Pennsylvania
$233K +$238K +1,190 New
BHWA
2046
Beacon Harbor Wealth Advisors
Virginia
$232K +$237K +1,187 New
BTWM
2047
Brass Tax Wealth Management
Ohio
$232K – – –
CWA
2048
Cura Wealth Advisors
Illinois
$232K +$236K +1,184 New
BL
2049
Balentine LLC
Georgia
$232K – – –
NC
2050
Napatree Capital
Rhode Island
$231K +$236K +1,180 New
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