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Vanguard High Dividend Yield ETF
VYM

Name Holding Trade Value Shares
Change 		Change in
Stake
S
851
Surevest
California
$227K -$98.8K -1,090 -31%
SMC
852
Smith, Moore & Co
Missouri
$227K -$15.4K -170 -7%
BAM
853
Bellevue Asset Management
Washington
$227K +$220K +2,425 New
CIA
854
Choate Investment Advisors
Massachusetts
$226K – – –
CIA
855
Compass Ion Advisors
Pennsylvania
$225K +$218K +2,400 New
CM
856
Columbus Macro
Pennsylvania
$223K +$216K +2,385 New
ACM
857
Advisors Capital Management
New Jersey
$222K -$20.9K -230 -9%
CPSAC
858
Chas P. Smith & Associates (CPS)
Florida
$222K – – –
CFG
859
Capstone Financial Group
Oklahoma
$222K +$214K +2,364 New
SWRP
860
Summit Wealth & Retirement Planning
California
$219K – – –
GKWIM
861
Gerber Kawasaki Wealth & Investment Management
California
$218K -$272 -3 -0.1%
ACP
862
Aviance Capital Partners
Florida
$218K +$211K +2,330 New
NB
863
NBT Bank
New York
$217K – – –
VWA
864
V Wealth Advisors
Kansas
$217K – – –
FAM
865
Fenimore Asset Management
New York
$216K – – –
TFS
866
TrustCore Financial Services
Tennessee
$216K – – –
AT
867
Arden Trust
Delaware
$215K -$208K -2,299 -50%
WCF
868
West Coast Financial
California
$215K -$38.1K -420 -15%
MPWT
869
MassMutual Private Wealth & Trust
Connecticut
$215K +$208K +2,290 New
CPSC
870
Carl P. Sherr & Co
Massachusetts
$214K +$207K +2,280 New
OMC
871
Old Mission Capital
Illinois
$212K +$205K +2,265 New
DY
872
Dowling & Yahnke
California
$211K – – –
AAS
873
Annex Advisory Services
Wisconsin
$210K +$203K +2,239 New
SPIA
874
Strategic Point Investment Advisors
Rhode Island
$208K +$202K +2,225 New
EP
875
Eudaimonia Partners
Tennessee
$207K +$200K +2,205 New
33 34
35
36 37