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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
AMIM
2151
Aull & Monroe Investment Management
Alabama
$290K – – –
RK
2152
Rather & Kittrell
Tennessee
$290K – – –
PWPS
2153
Pinnacle Wealth Planning Services
Ohio
$289K +$23.9K +104 +9%
QWP
2154
Quotient Wealth Partners
Texas
$289K +$1.84K +8 +0.7%
VBFP
2155
Valtinson Bruner Financial Planning
Minnesota
$287K +$230 +1 +0.1%
EWA
2156
Emergent Wealth Advisors
New York
$287K +$689 +3 +0.2%
AFAS
2157
Acorn Financial Advisory Services
Virginia
$287K -$28.7K -125 -9%
TCM
2158
Triumph Capital Management
Colorado
$287K -$13.1K -57 -4%
IP
2159
Isthmus Partners
Wisconsin
$287K – – –
RRMM
2160
Regatta Research & Money Management
Louisiana
$286K +$278K +1,210 New
TCM
2161
Traynor Capital Management
Pennsylvania
$286K -$53.7K -234 -16%
TI
2162
Truepoint Inc
Ohio
$285K -$1.84K -8 -0.7%
GFP
2163
Gryphon Financial Partners
Ohio
$285K -$3.44K -15 -1%
BHWA
2164
Beacon Harbor Wealth Advisors
Virginia
$284K – – –
MSWM
2165
Mowery & Schoenfeld Wealth Management
Illinois
$284K +$276K +1,200 New
SIA
2166
Soltis Investment Advisors
Utah
$284K +$25.3K +110 +10%
LJAC
2167
L.J. Altfest & Co
New York
$283K +$1.15K +5 +0.4%
KFC
2168
Klingenstein Fields & Co
New York
$283K – – –
CA
2169
Chatterton & Associates
California
$283K – – –
EWM
2170
Elevation Wealth Management
Minnesota
$279K +$2.98K +13 +1%
MWPCG
2171
Measured Wealth Private Client Group
New Hampshire
$279K -$40.2K -175 -13%
ISB
2172
Iowa State Bank
Iowa
$279K – – –
CC
2173
Clearwave Capital
California
$279K +$1.15K +5 +0.4%
PGAM
2174
Princeton Global Asset Management
New Jersey
$279K +$94.4K +411 +54%
GCM
2175
G2 Capital Management
Ohio
$278K – – –
85 86
87
88 89