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Vanguard High Dividend Yield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
676
Modera Wealth Management
New Jersey
$657K +$420 +4 +0.1%
BFA
677
Beacon Financial Advisory
Ohio
$657K +$99.5K +948 +18%
GC
678
Garde Capital
Washington
$655K
GC
679
Grimes & Company
Massachusetts
$648K +$28.3K +270 +5%
LPT
680
Legacy Private Trust
Wisconsin
$645K -$7.56K -72 -1%
BS
681
Boenning & Scattergood
Pennsylvania
$642K +$130K +1,237 +25%
CSPIA
682
Cary Street Partners Investment Advisory
Virginia
$641K -$4.09K -39 -0.6%
MC
683
Moors & Cabot
Massachusetts
$638K +$52.7K +502 +9%
ADL
684
Asset Dedication LLC
California
$635K -$29K -276 -4%
LJAC
685
L.J. Altfest & Co
New York
$635K
HFA
686
HC Financial Advisors
California
$635K +$3.78K +36 +0.6%
RCA
687
Resonant Capital Advisors
Wisconsin
$633K +$46.2K +440 +8%
SWP
688
Strategic Wealth Partners
Ohio
$630K
BCA
689
Bay Colony Advisors
Massachusetts
$630K +$2.83K +27 +0.5%
GPFA
690
Game Plan Financial Advisors
Ohio
$629K -$105K -1,000 -14%
SAM
691
SignalPoint Asset Management
Missouri
$629K
GIA
692
Gladstone Institutional Advisory
Florida
$627K +$3.99K +38 +0.6%
AIM
693
Anchor Investment Management
South Carolina
$626K -$4.93K -47 -0.8%
GVAG
694
Great Valley Advisor Group
Delaware
$625K +$353K +3,366 +125%
NEPPG
695
New England Professional Planning Group
Rhode Island
$624K
CAGAS
696
Capital Advisory Group Advisory Services
Minnesota
$624K +$17.5K +167 +3%
CCM
697
Condor Capital Management
New Jersey
$623K -$16.7K -159 -3%
KWM
698
Kingsview Wealth Management
Oregon
$623K +$25K +238 +4%
RF
699
Rollins Financial
Georgia
$621K +$224K +2,135 +56%
PP
700
PDS Planning
Ohio
$616K +$22.5K +214 +4%