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Vanguard High Dividend Yield ETF
VYM

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
701
Nicolet Advisory Services
Wisconsin
$892K +$15.8K +152 +2%
CCM
702
Condor Capital Management
New Jersey
$890K – – –
RPC
703
Rossmore Private Capital
Connecticut
$884K – – –
FCAM
704
First Citizens Asset Management
North Carolina
$878K +$962K +9,255 New
PFGIA
705
Patriot Financial Group Insurance Agency
Massachusetts
$877K +$113K +1,091 +13%
PG
706
Patten Group
Tennessee
$877K +$148K +1,419 +19%
RWM
707
Ritholtz Wealth Management
New York
$868K +$473K +4,552 +99%
MWM
708
Madison Wealth Management
Ohio
$862K +$18K +173 +2%
FPAS
709
Focus Partners Advisor Solutions
Missouri
$858K +$461K +4,434 +96%
BS
710
Boenning & Scattergood
Pennsylvania
$857K +$29.3K +282 +3%
FHC
711
First Heartland Consultants
Missouri
$854K +$109K +1,051 +13%
MPWT
712
MassMutual Private Wealth & Trust
Connecticut
$853K +$41.4K +398 +5%
CPO
713
Cerity Partners OCIO
New York
$850K +$123K +1,183 +15%
TFS
714
TrustCore Financial Services
Tennessee
$849K +$625K +6,006 +204%
LC
715
Lindbrook Capital
California
$847K – – –
BCP
716
Blue Chip Partners
Michigan
$839K +$11.5K +111 +1%
OWM
717
Orgel Wealth Management
Wisconsin
$832K +$641K +6,164 +236%
JCM
718
Jacobi Capital Management
Pennsylvania
$831K -$269K -2,589 -23%
WP
719
WealthSource Partners
California
$830K -$168K -1,613 -16%
WAL
720
W Advisors LLC
Tennessee
$829K +$19.8K +190 +2%
SGK
721
Steigerwald Gordon & Koch
Virginia
$828K +$118K +1,136 +15%
RW
722
REDW Wealth
New Mexico
$822K – – –
JBA
723
Johnson Bixby & Associates
Washington
$821K -$56.9K -547 -6%
LA
724
Legacy Advisors
Pennsylvania
$818K – – –
OC
725
Oppenheimer & Co
New York
$817K +$5.72K +55 +0.6%
27 28
29
30 31