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Vanguard High Dividend Yield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
76
Baltimore-Washington Financial Advisors
Maryland
$38.7M +$1.66M +13,476 +5%
TCM
77
Twele Capital Management
Minnesota
$37.6M +$59.3K +480 +0.2%
PWMAG
78
Pinnacle Wealth Management Advisory Group
New Jersey
$36.3M +$714K +5,780 +2%
ST
79
Sabal Trust
Florida
$36M -$768K -6,225 -2%
Corient Private Wealth
80
Corient Private Wealth
Florida
$35.8M +$1.23M +9,941 +4%
NA
81
NewEdge Advisors
Louisiana
$35.4M -$459K -3,718 -1%
ZF
82
Zhang Financial
Michigan
$35.2M +$2.46M +19,931 +8%
AAS
83
Avantax Advisory Services
Texas
$35M +$8.89K +72 +0%
RRA
84
Round Rock Advisors
Connecticut
$34.3M +$397K +3,213 +1%
HWA
85
Heartwood Wealth Advisors
Virginia
$33.8M +$344K +2,785 +1%
BB
86
Bell Bank
North Dakota
$33.2M -$53.5M -433,568 -63%
KeyBank National Association
87
KeyBank National Association
Ohio
$32.9M -$685K -5,550 -2%
CH
88
CVS Health
Rhode Island
$32.3M
BFG
89
Beacon Financial Group
Texas
$32.2M -$900K -7,294 -3%
CCA
90
Conservest Capital Advisors
Pennsylvania
$31.7M +$5.41M +43,853 +20%
IHWM
91
Iron Horse Wealth Management
Iowa
$31.4M +$1.47M +11,926 +5%
OCG
92
Opus Capital Group
Ohio
$31.3M -$4.34M -35,141 -13%
SA
93
Sanctuary Advisors
Indiana
$31.3M +$387K +3,131 +1%
SEI Investments
94
SEI Investments
Pennsylvania
$31M +$2.89M +23,387 +11%
AWM
95
Act Wealth Management
Texas
$30.8M +$476K +3,859 +2%
FFN
96
Focus Financial Network
Minnesota
$29.8M -$58.6K -475 -0.2%
HI
97
Human Investing
Oregon
$29.8M -$192K -1,556 -0.7%
BPA
98
Beacon Pointe Advisors
California
$29.7M -$570K -4,617 -2%
MWM
99
Mittelman Wealth Management
Massachusetts
$29.1M +$17.4M +140,604 +162%
R
100
Rebalance
California
$28.9M -$318K -2,577 -1%