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Vanguard High Dividend Yield ETF
VYM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
701
Sound Income Strategies
Florida
$5K – – –
CG
702
Cutler Group
California
$4K -$253K -2,941 -98%
GI
703
Gradient Investments
Minnesota
$3K – – –
ML
704
McAdam LLC
Pennsylvania
$3K +$3.27K +38 New
FPS
705
Fieldpoint Private Securities
Connecticut
$1K +$1.03K +12 New
HI
706
Horizon Investments
North Carolina
– -$50M -648,825 Closed
PC
707
Permanens Capital
New York
– -$20.1M -234,367 Closed
TSS
708
Two Sigma Securities
New York
– -$5.75M -67,205 Closed
SI
709
SII Investments
Wisconsin
– -$3.8M -44,278 Closed
NR
710
Newfound Research
Massachusetts
– -$3.68M -42,810 -100%
SIA
711
Starfire Investment Advisers
Michigan
– -$3.65M -42,663 Closed
IH
712
IFC Holdings
Florida
– -$1.69M -19,760 Closed
TCM
713
Tradition Capital Management
New Jersey
– -$1.35M -15,795 Closed
CTA
714
Chesley Taft & Associates
Illinois
– -$1.19M -13,932 Closed
CAAS
715
Capital Asset Advisory Services
Michigan
– -$808K -9,436 Closed
PFS
716
Physicians Financial Services
North Carolina
– -$783K -9,140 Closed
SHGA
717
Sand Hill Global Advisors
California
– -$782K -9,137 Closed
B
718
Bellecapital
Switzerland
– -$781K -9,120 Closed
LI
719
LVZ Inc
Michigan
– -$627K -7,320 Closed
NWP
720
Northstar Wealth Partners
Connecticut
– -$481K -5,516 Closed
IFWM
721
Institute for Wealth Management
Colorado
– -$437K -5,111 Closed
CIA
722
Choate Investment Advisors
Massachusetts
– -$436K -5,092 Closed
BAM
723
Belpointe Asset Management
Nevada
– -$433K -5,055 Closed
HWM
724
Highwater Wealth Management
Colorado
– -$420K -4,909 Closed
WI
725
WrapManager Inc
California
– -$404K -4,713 Closed
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