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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2126
SilverOak Wealth Management
Minnesota
$312K – – –
UFPG
2127
United Financial Planning Group
New York
$312K +$230 +1 +0.1%
WA
2128
Westfuller Advisors
New York
$312K -$89.3K -389 -23%
SWMP
2129
Signature Wealth Management Partners
New Jersey
$312K -$11K -48 -4%
GCM
2130
Gunpowder Capital Management
Maryland
$312K – – –
TW
2131
TritonPoint Wealth
Maryland
$312K +$5.51K +24 +2%
WWM
2132
Wolff Wiese Magana
California
$311K -$1.38K -6 -0.5%
RIS
2133
Retirement Income Solutions
Michigan
$311K – – –
FA
2134
Fermata Advisors
California
$311K -$18.6K -81 -6%
RFA
2135
Reyes Financial Architecture
California
$310K – – –
CPA
2136
Cathy Pareto & Associates
Florida
$308K -$4.13K -18 -1%
SC
2137
Schubert & Co
Texas
$308K – – –
NLP
2138
Next Level Private
New York
$308K -$689 -3 -0.2%
I
2139
IMPACTfolio
Colorado
$306K -$6.66K -29 -2%
CSA
2140
Cottage Street Advisors
Massachusetts
$306K -$50.5K -220 -15%
AFA
2141
Alpha Financial Advisors
North Carolina
$305K – – –
MAWAG
2142
Mid-American Wealth Advisory Group
Missouri
$304K -$4.51M -19,647 -94%
RMC
2143
Resources Management Corp
Connecticut
$304K – – –
HP
2144
Haven Private
Florida
$303K – – –
EAM
2145
Empirical Asset Management
Massachusetts
$298K +$230 +1 +0.1%
APW
2146
Allied Private Wealth
Florida
$298K +$288K +1,256 New
CWMP
2147
Clarion Wealth Managment Partners
Virginia
$298K -$83.1K -362 -22%
MQWP
2148
Morey & Quinn Wealth Partners
Nebraska
$297K +$56.7K +247 +25%
RWM
2149
RMG Wealth Management
Wisconsin
$297K – – –
PSA
2150
Plum Street Advisors
Louisiana
$296K – – –
84 85
86
87 88