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Vanguard High Dividend Yield ETF
VYM

Name Holding Trade Value Shares
Change 		Change in
Stake
KSWA
1026
Kathleen S. Wright Associates
Pennsylvania
$525K +$323K +3,074 +189%
CSWM
1027
Cassady Schiller Wealth Management
Ohio
$524K – – –
EWM
1028
Evercore Wealth Management
New York
$523K – – –
WA
1029
Wealthstar Advisors
Texas
$523K -$2.1K -20 -0.4%
HCC
1030
Hirtle Callaghan & Co
Pennsylvania
$523K -$52.5K -500 -10%
ERWM
1031
Elk River Wealth Management
Colorado
$521K – – –
SBF
1032
Sara-Bay Financial
Florida
$520K +$1.89K +18 +0.4%
NC
1033
Napatree Capital
Rhode Island
$519K +$489K +4,650 New
HCM
1034
Hengehold Capital Management
Ohio
$518K -$106K -1,006 -18%
FFA
1035
Founders Financial Alliance
North Carolina
$516K +$2.63K +25 +0.5%
KDA
1036
Kraft Davis & Associates
Missouri
$515K -$91.2K -868 -16%
SWA
1037
SOA Wealth Advisors
New York
$513K +$9.88K +94 +2%
CWA
1038
Clearview Wealth Advisors
Oregon
$512K -$13.7K -130 -3%
PCS
1039
Private Client Services
Kentucky
$512K +$482K +4,589 New
ASBI
1040
American State Bank (Iowa)
Iowa
$510K – – –
TI
1041
Trexquant Investment
Connecticut
$510K +$480K +4,568 New
KLCM
1042
KG&L Capital Management
Louisiana
$505K -$1.05K -10 -0.2%
CWM
1043
Castle Wealth Management
Florida
$504K -$61.9K -589 -12%
CAL
1044
Capital Advisors Ltd
Ohio
$503K – – –
MAG
1045
Mayfair Advisory Group
Alabama
$503K -$21.8K -207 -4%
WPP
1046
Whalerock Point Partners
Rhode Island
$502K – – –
LW
1047
Libra Wealth
California
$502K – – –
ATC
1048
Argent Trust Co
Tennessee
$501K +$14.6K +139 +3%
VDBMI
1049
Van Den Berg Management I
Texas
$500K -$404K -3,841 -46%
BWG
1050
Balanced Wealth Group
Ohio
$496K +$467K +4,446 New
40 41
42
43 44