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Vanguard Dividend Appreciation ETF
VIG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2301
Copia Wealth Management
Oregon
$211K – – –
ACM
2302
Advance Capital Management
Michigan
$211K +$210K +959 New
FC
2303
Financial Consulate
Maryland
$210K -$16.6K -76 -7%
BW
2304
Balance Wealth
Ohio
$210K +$209K +955 New
FSBI
2305
Fearless Solutions (Best Invest)
Texas
$210K – – –
KG
2306
Kilter Group
New York
$209K +$11.1K +51 +6%
WAG
2307
Windsor Advisory Group
Ohio
$209K +$208K +951 New
HWMT
2308
Heritage Wealth Management (Texas)
Texas
$209K – – –
SIA
2309
SeaBridge Investment Advisors
New Jersey
$209K -$437 -2 -0.2%
WC
2310
Westhampton Capital
North Carolina
$209K – – –
TWPM
2311
Total Wealth Planning & Management
Florida
$207K +$206K +944 New
WP
2312
WealthPLAN Partners
Nebraska
$207K +$206K +943 New
FA
2313
Fermata Advisors
California
$207K +$655 +3 +0.3%
CA
2314
Cresta Advisors
Texas
$207K +$206K +941 New
EFA
2315
Edge Financial Advisors
Illinois
$206K +$1.75K +8 +0.9%
OAS
2316
Optivise Advisory Services
Tennessee
$206K +$218 +1 +0.1%
SW
2317
SteelPeak Wealth
California
$206K -$2.9M -13,263 -93%
SGWP
2318
Sun Group Wealth Partners
California
$206K +$205K +936 New
GCG
2319
Gilbert Capital Group
Maine
$205K +$204K +934 New
CA
2320
CapWealth Advisors
Tennessee
$205K – – –
HFP
2321
Holistic Financial Partners
Indiana
$205K – – –
LA
2322
LVW Advisors
New York
$204K – – –
IHL
2323
Investment House LLC
California
$204K – – –
DF
2324
Daviman Financial
Indiana
$203K +$202K +924 New
NCM
2325
Noesis Capital Mangement
Florida
$202K +$201K +920 New
91 92
93
94 95