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Vanguard High Dividend Yield ETF
VYM

Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
451
Whalerock Point Partners
Rhode Island
$293K +$15.9K +206 +6%
OWM
452
Orgel Wealth Management
Wisconsin
$290K – – –
NSIM
453
North Star Investment Management
Illinois
$289K +$60.9K +789 +27%
TFCP
454
Twin Focus Capital Partners
Massachusetts
$278K -$15.4K -200 -5%
WPW
455
Waldron Private Wealth
Pennsylvania
$278K – – –
ERIM
456
Eagle Ridge Investment Management
Connecticut
$272K – – –
11A
457
10-15 Associates
New York
$272K +$40K +518 +17%
CPO
458
Cerity Partners OCIO
New York
$271K +$22.7K +294 +9%
1GA
459
1st Global Advisors
Texas
$269K +$267K +3,465 New
SI
460
Stephens Inc
Arkansas
$266K +$10.9K +141 +4%
FFSOTS
461
Fiduciary Financial Services of The Southwest
Texas
$266K +$14.3K +185 +6%
BWL
462
Bogart Wealth LLC
Virginia
$262K -$136K -1,760 -34%
AP
463
Appleton Partners
Massachusetts
$262K +$260K +3,372 New
MFS
464
McNamara Financial Services
Massachusetts
$260K – – –
RSA
465
Robertson Stephens Advisors
California
$258K -$778K -10,084 -75%
EF
466
Empirical Finance
Pennsylvania
$256K +$255K +3,308 New
MSAM
467
Moloney Securities Asset Management
Missouri
$255K +$254K +3,290 New
MC
468
Moors & Cabot
Massachusetts
$250K -$29.3K -380 -11%
DPI
469
Diversified Portfolios Inc
Michigan
$246K – – –
REMPR
470
Roof Eidam Maycock Peralta (REMP)
California
$246K – – –
FG
471
Fiduciary Group
Georgia
$243K +$309 +4 +0.1%
WCWM
472
Wooster Corthell Wealth Management
Connecticut
$241K +$239K +3,101 New
GP
473
Girard Partners
Pennsylvania
$240K -$5.17K -67 -2%
ISL
474
Ingalls & Snyder LLC
New York
$239K -$22.4K -290 -9%
BAM
475
Berkshire Asset Management
Pennsylvania
$235K – – –
17 18
19
20 21