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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
2026
First American Trust
California
$238K +$599 +3 +0.2%
BHWM
2027
Bar Harbor Wealth Management
New Hampshire
$238K – – –
IP
2028
Isthmus Partners
Wisconsin
$237K – – –
PWP
2029
Precedent Wealth Partners
Texas
$237K -$99.2K -497 -29%
TW
2030
Transform Wealth
Colorado
$237K -$3.19K -16 -1%
SFB
2031
STAR Financial Bank
Indiana
$236K – – –
KCP
2032
Kera Capital Partners
California
$236K +$241K +1,205 New
RWMG
2033
Redwood Wealth Management Group
New Jersey
$236K – – –
CFS
2034
Commonwealth Financial Services
West Virginia
$235K -$21.6K -108 -8%
AWA
2035
Archvest Wealth Advisors
California
$235K -$110K -550 -31%
SIA
2036
Spectrum Investment Advisors
Wisconsin
$235K – – –
WMWM
2037
Wilkins Miller Wealth Management
Alabama
$235K +$240K +1,200 New
SIS
2038
Sound Income Strategies
Florida
$234K +$16.2K +81 +7%
RWS
2039
Resolute Wealth Strategies
Mississippi
$234K +$2.2K +11 +0.9%
FCCM
2040
First City Capital Management
Georgia
$234K – – –
FCG
2041
Financial Connections Group
California
$234K – – –
BCG
2042
Bravias Capital Group
New Jersey
$234K +$231K +1,157 New
TWM
2043
Triton Wealth Management
Arizona
$234K – – –
BEW
2044
Burton Enright Welch
California
$234K +$238K +1,193 New
FF
2045
Francis Financial
$233K -$72.9K -365 -23%
RB
2046
Rodgers Brothers
Pennsylvania
$233K +$238K +1,190 New
BHWA
2047
Beacon Harbor Wealth Advisors
Virginia
$232K +$237K +1,187 New
BTWM
2048
Brass Tax Wealth Management
Ohio
$232K – – –
CWA
2049
Cura Wealth Advisors
Illinois
$232K +$236K +1,184 New
BL
2050
Balentine LLC
Georgia
$232K – – –
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