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Vanguard High Dividend Yield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
476
Truist Financial
North Carolina
$611K -$44.6K -534 -7%
BMM
477
Berkshire Money Management
Massachusetts
$609K +$314K +3,755 +112%
OWP
478
Obermeyer Wealth Partners
Colorado
$609K +$327K +3,915 +122%
CPA
479
Clear Perspective Advisors
Illinois
$595K
AIA
480
Alera Investment Advisors
Illinois
$588K -$301K -3,602 -34%
CHA
481
Carmichael Hill & Associates
Maryland
$588K -$15.1K -181 -3%
SB
482
Strategic Blueprint
Georgia
$588K +$83.6K +1,001 +17%
AWM
483
Altium Wealth Management
New York
$587K -$122K -1,460 -18%
BW
484
Bison Wealth
Georgia
$584K +$585 +7 +0.1%
HKAM
485
Horizon Kinetics Asset Management
New York
$573K +$559K +6,694 New
CT
486
Cambridge Trust
Massachusetts
$569K -$183K -2,190 -25%
AAM
487
Aureus Asset Management
Massachusetts
$569K
GC
488
Grimes & Company
Massachusetts
$566K -$12.2K -146 -2%
ACP
489
Arcus Capital Partners
Georgia
$563K +$4.01K +48 +0.7%
Schroder Investment Management Group
490
Schroder Investment Management Group
United Kingdom
$558K +$29.2K +350 +6%
CIAS
491
Capital Investment Advisory Services
North Carolina
$556K +$454K +5,440 +515%
GWA
492
Guidant Wealth Advisors
Illinois
$554K +$4.93K +59 +0.9%
SIAS
493
Shine Investment Advisory Services
Colorado
$542K
TA
494
TFG Advisers
Michigan
$541K +$2.42K +29 +0.5%
MIM
495
Marco Investment Management
Georgia
$540K
CPO
496
Cerity Partners OCIO
New York
$537K -$135K -1,612 -20%
PWAP
497
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$535K -$179K -2,145 -26%
CT
498
Coastline Trust
Rhode Island
$532K -$38.4K -460 -7%
GAG
499
GM Advisory Group
New York
$528K
BWCS
500
Beirne Wealth Consulting Services
Connecticut
$525K +$57.7K +691 +13%