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Vanguard High Dividend Yield ETF
VYM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
701
Meridian Wealth Management
Kentucky
$305K +$13.1K +153 +4%
HWA
702
Heritage Wealth Advisors
Virginia
$305K – – –
WG
703
Welch Group
Alabama
$302K +$366K +4,261 New
A
704
AdvicePeriod
California
$301K +$32.3K +376 +10%
WA
705
Wealth Architects
California
$300K -$24.5K -285 -6%
CA
706
Calton & Associates
Florida
$299K +$25.9K +302 +8%
MSS
707
Mitchell Sinkler & Starr
Pennsylvania
$298K – – –
ACM
708
Azimuth Capital Management
Michigan
$298K +$24.7K +288 +7%
CWP
709
CFM Wealth Partners
Texas
$297K – – –
MOS
710
MGO One Seven
Ohio
$297K +$86 +1 +0%
SWM
711
Segment Wealth Management
Texas
$296K +$360K +4,186 New
KFI
712
Key Financial Inc
Pennsylvania
$295K -$336K -3,909 -49%
WA
713
Wealthstar Advisors
Texas
$288K -$32.4K -377 -8%
TCBWMS
714
Texas Capital Bank Wealth Management Services
Texas
$288K +$350K +4,068 New
BMM
715
Berkshire Money Management
Massachusetts
$287K -$128K -1,491 -27%
LRPA
716
L. Roy Papp & Associates
Arizona
$286K +$6.01K +70 +2%
WCM
717
Washburn Capital Management
Florida
$283K -$755K -8,790 -69%
HIA
718
Harbor Investment Advisory
Maryland
$282K +$318K +3,700 +1,294%
SRCM
719
Swift Run Capital Management
Virginia
$280K +$340K +3,955 New
RWA
720
River Wealth Advisors
Pennsylvania
$279K +$44.5K +518 +15%
RI
721
Rudd International
Florida
$277K +$2.66K +31 +0.8%
WS
722
Wedbush Securities
California
$276K +$344 +4 +0.1%
CL
723
Choreo LLC
Illinois
$275K +$344 +4 +0.1%
NIM
724
Northeast Investment Management
Massachusetts
$275K +$46.4K +540 +16%
LA
725
LexAurum Advisors
Kansas
$273K +$20.4K +237 +7%
27 28
29
30 31