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Vanguard High Dividend Yield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
776
LJI Wealth Management
Indiana
$927K +$344K +3,281 +60%
MWM
777
Madison Wealth Management
Ohio
$918K -$37.5K -358 -4%
SCM
778
SOL Capital Management
Maryland
$918K +$117K +1,120 +15%
MSFS
779
Main Street Financial Solutions
Pennsylvania
$916K -$555K -5,290 -38%
STCOSD
780
Sageworth Trust Company of South Dakota
South Dakota
$912K +$902K +8,602 New
BFA
781
Beaumont Financial Advisors
Massachusetts
$911K -$9.76K -93 -1%
ORC
782
O'Rourke & Company
Massachusetts
$909K +$14.8K +141 +2%
BPWM
783
Badgley Phelps Wealth Managers
Washington
$898K -$15.1K -144 -2%
TCBWMS
784
Texas Capital Bank Wealth Management Services
Texas
$895K -$193K -1,842 -18%
ZIC
785
ZWJ Investment Counsel
Georgia
$891K -$24.3K -232 -3%
FHC
786
First Heartland Consultants
Missouri
$888K +$210 +2 +0%
CPIG
787
Chicago Partners Investment Group
Illinois
$887K +$71.5K +682 +9%
BWL
788
Bogart Wealth LLC
Virginia
$880K +$4.72K +45 +0.5%
MIM
789
Moseley Investment Management
Florida
$874K -$22.3K -213 -3%
GAM
790
Gould Asset Management
California
$871K -$9.44K -90 -1%
GIA
791
Gladstone Institutional Advisory
Florida
$867K -$23K -219 -3%
PFWA
792
Paces Ferry Wealth Advisors
Georgia
$861K -$1.05K -10 -0.1%
PWM
793
Perigon Wealth Management
California
$853K -$120K -1,145 -12%
HWA
794
Heritage Wealth Advisors
Virginia
$848K
DFA
795
DHK Financial Advisors
New Hampshire
$843K +$6.92K +66 +0.8%
AIC
796
Archer Investment Corporation
Indiana
$841K +$63.9K +609 +8%
CGPCS
797
Capital Group Private Client Services
California
$841K +$5.24K +50 +0.6%
WAL
798
W Advisors LLC
Tennessee
$839K
CCM
799
Coldstream Capital Management
Washington
$833K -$163K -1,554 -17%
CA
800
Claro Advisors
Massachusetts
$812K +$116K +1,103 +17%