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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
2026
Rodgers Brothers
Pennsylvania
$231K – – –
BHWA
2027
Beacon Harbor Wealth Advisors
Virginia
$230K – – –
SFB
2028
STAR Financial Bank
Indiana
$230K -$3.98K -20 -2%
BTWM
2029
Brass Tax Wealth Management
Ohio
$230K – – –
WG
2030
Watchman Group
Texas
$229K -$76.2K -383 -24%
BL
2031
Balentine LLC
Georgia
$229K – – –
PP
2032
Pacifica Partners
Canada
$229K +$28.8K +145 +13%
GSEP
2033
Golden State Equity Partners
California
$229K +$8.75K +44 +4%
LJAC
2034
L.J. Altfest & Co
New York
$228K +$1.19K +6 +0.5%
AWM
2035
Accurate Wealth Management
Florida
$228K +$26.6K +134 +12%
NLP
2036
Next Level Private
New York
$227K +$994 +5 +0.4%
CRI
2037
Colonial River Investments
Virginia
$227K -$15.7K -79 -6%
KWMG
2038
King Wealth Management Group
Florida
$227K – – –
BCG
2039
Bravias Capital Group
New Jersey
$227K +$2.58K +13 +1%
MCM
2040
Marathon Capital Management
Maryland
$227K – – –
VW
2041
Vance Wealth
California
$227K – – –
PEA
2042
Park Edge Advisors
Ohio
$226K +$795 +4 +0.3%
TSWM
2043
Triangle Securities Wealth Management
North Carolina
$225K -$33K -166 -13%
WIM
2044
Waverton Investment Management
United Kingdom
$225K – – –
AFA
2045
Alpha Financial Advisors
North Carolina
$225K – – –
GFG
2046
Goldstone Financial Group
Illinois
$224K +$230K +1,157 New
MWA
2047
Midland Wealth Advisors
Illinois
$224K -$47.5K -239 -17%
EWM
2048
Elevatus Welath Management
New York
$224K – – –
NRG
2049
Nemes Rush Group
Michigan
$223K +$199 +1 +0.1%
ST
2050
Spinnaker Trust
Maine
$223K -$14.5K -73 -6%
80 81
82
83 84