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Vanguard High Dividend Yield ETF
VYM

Name Holding Trade Value Shares
Change 		Change in
Stake
CST
1001
Charles Schwab Trust
Nevada
$570K -$153K -1,459 -22%
BIA
1002
Bigelow Investment Advisors
Maine
$569K -$187K -1,777 -26%
WFAG
1003
Wescott Financial Advisory Group
Pennsylvania
$567K -$120K -1,140 -18%
BRG
1004
Bay Rivers Group
Virginia
$562K – – –
CAM
1005
Covenant Asset Management
New Jersey
$560K +$5.15K +49 +1%
MFGP
1006
Marshall Financial Group (Pennsylvania)
Pennsylvania
$559K -$27.7K -264 -5%
CWM
1007
Cedar Wealth Management
California
$556K -$57.6K -548 -10%
CW
1008
Connectus Wealth
Ohio
$556K -$456K -4,342 -47%
BP
1009
Ballentine Partners
Massachusetts
$551K -$6.72K -64 -1%
MCM
1010
MV Capital Management
Maryland
$548K – – –
MM
1011
Meridian Management
Arkansas
$548K – – –
AWA
1012
Arbor Wealth Advisors
Michigan
$548K +$516K +4,909 New
WWM
1013
Waterway Wealth Management
Texas
$546K +$514K +4,893 New
CTI
1014
Community Trust & Investment
Kentucky
$545K -$63.1K -601 -11%
YIA
1015
YHB Investment Advisors
Connecticut
$543K – – –
BFO
1016
Boston Family Office
Massachusetts
$539K – – –
GLR
1017
Great Lakes Retirement
Ohio
$538K – – –
CWA
1018
CM Wealth Advisors
Ohio
$536K – – –
TB
1019
Treynor Bancshares
Iowa
$536K -$946 -9 -0.2%
PP
1020
PDS Planning
Ohio
$533K -$231K -2,203 -32%
DA
1021
Detalus Advisors
Missouri
$531K -$173K -1,645 -26%
GP
1022
Girard Partners
Pennsylvania
$530K -$16K -152 -3%
FSA
1023
Fort Sheridan Advisors
Illinois
$529K -$19.4K -185 -4%
JGIA
1024
Jackson Grant Investment Advisers
Connecticut
$525K +$1.58K +15 +0.3%
SC
1025
Summa Corp
Texas
$525K +$494K +4,700 New
39 40
41
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