Vanguard Int High DVD YLDVYMIETF
13F holders, Q1 2024 (March 31)512holders
3famous investors
$68.82avg. 13F price*
At the end of Q1 2024, 512 institutions reported holding Vanguard Int High DVD YLD Inc. (VYMI) in their 13F filings. The largest holders were Morgan Stanley ($272.6M), Bank of America Corp. ($226.7M) and Orgel Wealth Management, LLC ($167.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vanguard Int High DVD YLD Inc.
- CUSIP
- 921946794
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $31.8M |
| Exits | 42 | $49.1M |
Ownership 512 holders
| Morgan Stanley | 0.02% | Add +0.7% | 3,961,506 | $272.6M |
| Bank of America Corp. | 0.02% | Reduce -0.2% | 3,295,523 | $226.7M |
| Orgel Wealth Management, LLC | 4.59% | Add +4.5% | 2,434,088 | $167.5M |
| Wells Fargo & Company | 0.03% | Add +0.1% | 1,680,914 | $115.6M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -0.9% | 1,570,263 | $108.0M |
| Charles Schwab Investment Advisory, Inc. | 0.15% | Reduce -3.3% | 1,556,472 | $107.1M |
| Ameriprise Financial Inc. | 0.03% | Add +4.5% | 1,428,896 | $98.3M |
| Jane Street Group, LLC | 0.11% | Reduce -56.4% | 1,179,094 | $81.1M |
| UBS Group AG | 0.03% | Reduce -1.5% | 1,144,752 | $78.8M |
| Royal Bank of Canada | 0.02% | Add +6.8% | 1,099,828 | $75.7M |
| LPL Financial LLC | 0.04% | Reduce -15.2% | 1,062,000 | $73.1M |
| Manufacturers Life Insurance Company, The | 0.05% | Add +437.6% | 789,062 | $54.3M |
| Confluence Wealth Services, Inc. | 4.77% | Add +14.6% | 784,851 | $54.0M |
| Cwm, LLC | 0.25% | Reduce -0.9% | 750,871 | $51.7M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +29.7% | 661,469 | $45.5M |
| Creative Planning | 0.05% | Add +2.4% | 660,856 | $45.5M |
| Sageworth Trust Co | 2.92% | Add +4.6% | 658,127 | $45.3M |
| State of Wisconsin - Board of Commissioners of Public Lands | 10.61% | No change | 648,058 | $44.6M |
| Bank of Hawaii | 1.92% | Add +0.5% | 573,167 | $39.4M |
| Old Mission Capital LLC | 0.76% | Add +137.8% | 451,508 | $31.1M |
| First Hawaiian Bank | 0.93% | Reduce -0.7% | 433,735 | $29.8M |
| Equitable Holdings, Inc. | 0.32% | Add +7.8% | 414,532 | $28.5M |
| Summit Financial Wealth Advisors, LLC | 5.40% | Add +1.5% | 387,143 | $26.6M |
| Barry Investment Advisors, LLC | 8.53% | Add +3.7% | 371,833 | $25.6M |
| Citadel Advisors | 0.03% | Add +11804.6% | 371,781 | $25.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.7% | 355,434 | $24.5M |
| Procyon Advisors, LLC | 1.84% | Reduce -6.7% | 346,192 | $23.8M |
| Arlington Trust Co LLC | 6.06% | Add +3.8% | 343,047 | $23.6M |
| Signature Estate & Investment Advisors LLC | 0.65% | Add +0.6% | 335,495 | $23.1M |
| Capital Advantage, Inc. | 4.65% | Add +9.6% | 324,383 | $22.9M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -14.0% | 332,117 | $22.9M |
| Mercer Global Advisors Inc. | 0.06% | Add +327.4% | 328,598 | $22.6M |
| Roble, Belko & Company, Inc | 3.33% | Add +34.4% | 281,960 | $19.4M |
| American Investment Services, Inc. | 3.34% | No change | 273,631 | $18.8M |
| Jones Financial Companies LLLP | 0.03% | Add +18.9% | 272,676 | $18.8M |
| HighTower Advisors, LLC | 0.03% | Reduce -5.7% | 270,053 | $18.6M |
| PNC Financial Services Group, Inc. | 0.01% | Add +2.3% | 261,249 | $18.0M |
| Sei Investments Co. | 0.03% | Add +42.7% | 255,471 | $17.6M |
| Capital Investment Advisors, LLC | 0.39% | Reduce -1.5% | 245,456 | $16.9M |
| Strategic Point Investment Advisors, LLC | 2.97% | Add +1.3% | 237,656 | $16.4M |
| SWAN Capital LLC | 9.08% | Add +8.0% | 232,183 | $16.0M |
| Truist Financial Corp. | 0.02% | Add +3.2% | 231,161 | $15.9M |
| Cetera Investment Advisers | 0.04% | Add +46.9% | 225,998 | $15.5M |
| Connectus Wealth, LLC | 0.42% | Reduce -7.1% | 223,825 | $15.4M |
| LS Investment Advisors, LLC | 2.36% | Add +4.6% | 216,253 | $14.9M |
| Quaker Wealth Management, LLC | 5.83% | Reduce -36.2% | 208,146 | $14.3M |
| Pathstone Holdings, LLC | 0.07% | Add +0.0% | 207,146 | $14.3M |
| Mariner, LLC | 0.03% | Add +26.2% | 206,380 | $14.2M |
| Main Line Retirement Advisors, LLC | 10.87% | Add +5.5% | 200,977 | $13.8M |
| Baird Financial Group, Inc. | 0.03% | Add +1.8% | 192,828 | $13.3M |
| Kwmg, LLC | 1.38% | Add +0.8% | 183,714 | $12.6M |
| AAF Wealth Management, LLC | 6.45% | Add +7.4% | 166,751 | $11.5M |
| RTD Financial Advisors, Inc. | 1.51% | Reduce -1.0% | 163,625 | $11.3M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -38.5% | 162,471 | $11.2M |
| Unison Advisors LLC | 1.10% | Reduce -13.2% | 161,237 | $11.1M |
| Regimen Wealth, LLC | 3.71% | Add +1.6% | 155,401 | $10.7M |
| Human Investing LLC | 2.14% | Reduce -0.2% | 155,076 | $10.7M |
| Arkos Global Advisors | 1.77% | Add +11.3% | 154,256 | $10.6M |
| Ackerman Capital Advisors, LLC | 2.93% | Add +0.1% | 154,236 | $10.6M |
| HUB Investment Partners, LLC | 0.59% | Add +82.6% | 153,827 | $10.6M |
| Rebalance, LLC | 0.86% | Reduce -0.1% | 152,330 | $10.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -36.5% | 151,696 | $10.4M |
| Equitable Trust Co. | 0.72% | Add +16.8% | 151,359 | $10.4M |
| Integrated Advisors Network LLC | 0.53% | Add +4.3% | 151,094 | $10.4M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -16.2% | 146,711 | $10.1M |
| Townsquare Capital LLC | 0.14% | New | 141,823 | $9.8M |
| Stephens Inc. | 0.14% | Reduce -2.7% | 132,852 | $9.1M |
| Prentice Wealth Management LLC | 3.16% | Add +3.6% | 132,331 | $9.1M |
| Citigroup Inc. | 0.01% | Add +2.7% | 130,596 | $9.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -17.6% | 127,484 | $8.8M |
| Burns J W & Co. Inc. | 1.21% | Reduce -2.4% | 125,993 | $8.7M |
| Avantax Advisory Services, Inc. | 0.08% | Reduce -1.5% | 124,657 | $8.6M |
| Fort Point Capital Partners LLC | 1.16% | Add +6.9% | 124,405 | $8.6M |
| Capital Advisors Wealth Management, LLC | 1.73% | Add +5.2% | 121,513 | $8.4M |
| Lumbard & Kellner, LLC | 3.98% | Add +2.4% | 118,771 | $8.2M |
| Family Investment Center, Inc. | 2.58% | Reduce -0.2% | 116,345 | $8.0M |
| Fiduciary Trust Co | 0.12% | Reduce -33.5% | 113,913 | $7.8M |
| Atria Investments, Inc | 0.11% | Reduce -38.2% | 111,598 | $7.7M |
| New England Private Wealth Advisors LLC | 1.32% | Reduce -16.8% | 109,638 | $7.5M |
| Tocqueville Asset Management L.P. | 0.12% | Add +5.3% | 108,202 | $7.4M |
| Meeder Advisory Services, Inc. | 0.75% | Add +2.7% | 107,817 | $7.4M |
| Raymond James & Associates | 0.01% | Reduce -19.7% | 107,620 | $7.4M |
| Cedar Mountain Advisors, LLC | 1.82% | Add +2.7% | 105,101 | $7.2M |
| Apeiron RIA LLC | 2.09% | Reduce -2.1% | 104,752 | $7.2M |
| Pinnacle Financial Group, LLC / IL | 3.02% | Add +29.0% | 100,095 | $6.9M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -47.0% | 99,411 | $6.8M |
| Financial Perspectives, Inc | 2.55% | Reduce -2.6% | 97,617 | $6.7M |
| Stifel Financial Corp. | 0.01% | Reduce -54.8% | 94,315 | $6.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +12.9% | 92,795 | $6.4M |
| Cherry Tree Wealth Management, LLC | 1.58% | Reduce -0.5% | 91,386 | $6.3M |
| Linscomb Wealth, Inc. | 0.29% | Reduce -0.9% | 83,285 | $5.7M |
| Certified Advisory Corp | 0.80% | Add +4.4% | 83,104 | $5.7M |
| Ariston Services Group | 5.46% | No change | 82,900 | $5.7M |
| Wedmont Private Capital | 0.42% | Add +5.9% | 82,167 | $5.7M |
| Kraft, Davis & Associates, LLC | 1.71% | Reduce -4.0% | 80,390 | $5.7M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +18.2% | 81,245 | $5.6M |
| Sweeney & Michel, LLC | 2.46% | — | 78,369 | $5.6M |
| Guardian Financial Partners, LLC | 3.73% | Add +20.3% | 79,172 | $5.4M |
| Daiichi Life Insurance Co., Ltd. | 0.12% | Add +12.2% | 78,197 | $5.4M |
| Independent Financial Group, LLC | 0.24% | Add +12.3% | 76,430 | $5.3M |
| McKinley Carter Wealth Services, Inc. | 0.35% | Add +3.1% | 75,328 | $5.2M |
| Lebenthal Global Advisors, LLC | 1.13% | Reduce -37.4% | 73,753 | $5.1M |
| Principal Securities, Inc. | 0.15% | Add +10.3% | 69,357 | $4.8M |
| MML Investors Services, LLC | 0.02% | Reduce -7.9% | 68,626 | $4.7M |
| Roof Eidam Maycock Peralta, LLC | 1.30% | Reduce -3.5% | 68,583 | $4.7M |
| S. R. Schill & Associates | 1.98% | Add +0.1% | 66,140 | $4.6M |
| WNY Asset Management, LLC | 0.69% | Add +0.0% | 65,742 | $4.5M |
| Moran Wealth Management, LLC | 0.15% | Reduce -35.0% | 65,620 | $4.5M |
| Merriman Wealth Management, LLC | 0.19% | Reduce -1.4% | 63,012 | $4.3M |
| Clarity Wealth Advisors, LLC | 1.43% | Add +19.5% | 61,481 | $4.2M |
| Walkner Condon Financial Advisors LLC | 0.86% | Reduce -0.0% | 59,248 | $4.1M |
| Waverly Advisors, LLC | 0.09% | New | 57,534 | $4.0M |
| First PREMIER Bank | 1.04% | Add +70.5% | 57,166 | $3.9M |
| Renaissance Technologies | 0.01% | Add +12.4% | 57,100 | $3.9M |
| Venture Visionary Partners LLC | 0.19% | No change | 57,073 | $3.9M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +3.7% | 56,236 | $3.9M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.10% | Add +4.0% | 56,215 | $3.9M |
| NewEdge Advisors, LLC | 0.03% | Add +19.9% | 55,691 | $3.8M |
| Wealthcare Advisory Partners LLC | 0.12% | Add +0.6% | 55,250 | $3.8M |
| Regal Investment Advisors LLC | 0.26% | Reduce -17.8% | 55,139 | $3.8M |
| Investment Advisory Group, LLC | 1.52% | Add +3.0% | 53,547 | $3.7M |
| Country Club Bank | 0.26% | Reduce -4.7% | 52,840 | $3.6M |
| Vestmark Advisory Solutions, Inc. | 0.15% | Reduce -31.0% | 50,704 | $3.5M |
| BCS Wealth Management | 1.11% | Add +11.3% | 50,148 | $3.5M |
| Janney Capital Management LLC | 0.23% | Reduce -1.5% | 50,062 | $3.4M |
| Gunma Bank,Ltd. | 1.81% | Reduce -39.8% | 50,000 | $3.4M |
| Courier Capital LLC | 0.25% | Add +30.9% | 49,912 | $3.4M |
| Heartwood Wealth Advisors LLC | 0.42% | Add +3.4% | 49,004 | $3.4M |
| Sageworth Trust Co of South Dakota | 5.15% | Add +25.3% | 48,449 | $3.3M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -1.4% | 47,703 | $3.3M |
| VCI Wealth Management LLC | 2.19% | Reduce -15.2% | 47,088 | $3.2M |
| Cambridge Financial Group, LLC | 1.50% | Add +0.9% | 45,742 | $3.1M |
| Mountain Capital Investment Advisors Inc. | 0.87% | Reduce -96.2% | 45,011 | $3.1M |
| Walter & Keenan Wealth Management LLC /in/ | 1.02% | Add +1.1% | 45,178 | $3.1M |
| JFS Wealth Advisors, LLC | 0.24% | Add +1.7% | 44,646 | $3.1M |
| Stewardship Advisors, LLC | 1.00% | Reduce -82.4% | 42,441 | $2.9M |
| High Net Worth Advisory Group LLC | 0.90% | Add +11.4% | 41,710 | $2.9M |
| Natixis Advisors, LLC | 0.01% | Add +10.5% | 41,545 | $2.9M |
| D'Orazio & Associates, Inc. | 0.45% | Reduce -15.2% | 40,899 | $2.8M |
| Blair William & Co. | 0.01% | Reduce -33.4% | 40,629 | $2.8M |
| Bank of Montreal | 0.00% | Reduce -9.3% | 40,437 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +12.0% | 40,461 | $2.8M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +12.0% | 40,461 | $2.8M |
| Howe & Rusling Inc. | 0.27% | Reduce -1.4% | 40,202 | $2.8M |
| Opus Capital Group, LLC | 0.40% | Reduce -7.1% | 39,972 | $2.8M |
| Beta Wealth Group, Inc. | 1.33% | Reduce -5.7% | 39,827 | $2.7M |
| Integral Investment Advisors, Inc. | 1.13% | New | 39,695 | $2.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +8.0% | 39,496 | $2.7M |
| Mayfair Advisory Group, LLC | 1.91% | Add +15.4% | 38,290 | $2.6M |
| 180 Wealth Advisors, LLC | 0.47% | Add +5.1% | 37,979 | $2.6M |
| Montecito Bank & Trust | 0.51% | Reduce -9.8% | 37,076 | $2.6M |
| Marino, Stram & Associates LLC | 0.60% | Add +38.2% | 37,018 | $2.5M |
| Ally Invest Advisors Inc. | 0.25% | Reduce -7.9% | 36,918 | $2.5M |
| Flow Traders U.S. LLC | 0.13% | New | 36,166 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.6% | 35,505 | $2.4M |
| First Citizens Bank & Trust Co. | 0.05% | Add +8.6% | 35,003 | $2.4M |
| Advus Financial Partners, LLC | 0.74% | Reduce -11.0% | 35,000 | $2.4M |
| Stokes Family Office, LLC | 0.30% | Add +0.3% | 34,940 | $2.4M |
| Southland Equity Partners LLC | 0.66% | Add +2.5% | 34,039 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -2.1% | 33,397 | $2.3M |
| Interchange Capital Partners, LLC | 1.55% | Add +2.1% | 33,290 | $2.3M |
| CoreFirst Bank & Trust | 1.43% | Add +2.1% | 33,268 | $2.3M |
| Mission Wealth Management, LP | 0.06% | Add +532.2% | 33,179 | $2.3M |
| Edge Capital Group, LLC | 0.11% | Reduce -10.5% | 33,043 | $2.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -21.4% | 32,833 | $2.3M |
| NWF Advisory Services Inc. | 0.38% | No change | 32,635 | $2.2M |
| Transform Wealth, LLC | 0.21% | Add +85.3% | 32,261 | $2.2M |
| Zhang Financial LLC | 0.16% | Add +14.4% | 32,025 | $2.2M |
| Macquarie Group Ltd. | 0.00% | Reduce -2.3% | 30,559 | $2.1M |
| Evanson Asset Management, LLC | 0.16% | No change | 30,542 | $2.1M |
| Bartlett & Co. Wealth Management LLC | 0.03% | No change | 30,478 | $2.1M |
| SJS Investment Consulting Inc. | 0.41% | No change | 30,000 | $2.1M |
| Total Clarity Wealth Management, Inc. | 0.70% | Reduce -3.0% | 29,301 | $2.0M |
| Breakwater Investment Management | 0.90% | — | 28,454 | $2.0M |
| Grayhawk Investment Strategies Inc. | 1.71% | No change | 28,160 | $1.9M |
| Avantax Planning Partners, Inc. | 0.06% | Reduce -10.3% | 28,120 | $1.9M |
| Motco | 0.12% | Add +1.4% | 27,984 | $1.9M |
| AdvisorNet Financial, Inc | 0.18% | Reduce -0.3% | 27,577 | $1.9M |
| Smartleaf Asset Management LLC | 0.36% | Add +16.6% | 27,173 | $1.9M |
| Wealthfront Advisers LLC | 0.01% | Add +40.1% | 26,957 | $1.9M |
| Rockingstone Advisors LLC | 0.95% | Reduce -1.3% | 26,790 | $1.8M |
| Comerica Bank | 0.01% | Reduce -12.9% | 26,038 | $1.8M |
| Glenmede Trust Co. NA | 0.01% | No change | 25,920 | $1.8M |
| Valmark Advisers, Inc. | 0.03% | Add +22.4% | 25,819 | $1.8M |
| Grey Street Capital, LLC | 0.24% | New | 25,678 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.09% | Reduce -39.1% | 25,388 | $1.7M |
| Glass Jacobson Investment Advisors llc | 0.64% | Add +6.2% | 24,815 | $1.7M |
| Eudaimonia Partners, LLC | 0.40% | Add +6.4% | 24,484 | $1.7M |
| Precedent Wealth Partners, LLC | 0.72% | Add +0.6% | 24,482 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | No change | 24,478 | $1.7M |
| Quantinno Capital Management LP | 0.04% | Reduce -4.1% | 24,229 | $1.7M |
| Mechanics Bank Trust Department | 0.24% | Reduce -10.3% | 23,375 | $1.6M |
| Drive Wealth Management, LLC | 0.45% | Add +15.8% | 23,151 | $1.6M |
| Cary Street Partners Asset Management LLC | 0.25% | Add +23.0% | 23,084 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -0.4% | 22,848 | $1.6M |
| Prudential Financial Inc. | 0.00% | Add +17.1% | 22,721 | $1.6M |
| Childress Capital Advisors, LLC | 0.45% | Reduce -84.8% | 22,700 | $1.6M |
| PFG Advisors | 0.11% | Reduce -75.5% | 22,413 | $1.5M |
| Apollon Wealth Management, LLC | 0.05% | Add +1.0% | 21,739 | $1.5M |
| Silverlake Wealth Management LLC | 0.76% | Reduce -6.4% | 21,669 | $1.5M |
| OMC Financial Services LTD | 0.76% | — | 21,605 | $1.5M |
| Fiduciary Group, LLC | 0.16% | Add +28.4% | 21,583 | $1.5M |
| Donaldson Capital Management, LLC | 0.06% | Add +3.0% | 21,549 | $1.5M |
| Kohmann Bosshard Financial Services, LLC | 0.21% | Reduce -2.7% | 21,420 | $1.5M |
| Anchor Investment Management, LLC | 0.15% | Add +5.3% | 21,398 | $1.5M |
| Kuhn & Co Investment Counsel | 1.38% | Reduce -3.2% | 21,318 | $1.5M |
| BluePointe Capital Management, LLC | 0.98% | No change | 20,789 | $1.4M |
| Kingsview Wealth Management, LLC | 0.04% | Add +22.4% | 20,576 | $1.4M |
| Talisman Wealth Advisors LLC | 1.75% | Add +33.6% | 20,235 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +8.7% | 20,093 | $1.4M |
| Arq Wealth Advisors, LLC | 0.60% | Add +6.4% | 20,031 | $1.4M |
| Essex Financial Services, Inc. | 0.12% | Reduce -4.1% | 19,505 | $1.3M |
| Forest Hill Capital, LLC | 1.14% | No change | 19,200 | $1.3M |
| Cadence Bank | 0.09% | No change | 18,843 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +0.1% | 18,742 | $1.3M |
| Rosenberg Matthew Hamilton | 0.37% | Add +0.2% | 18,686 | $1.3M |
| SWS Partners | 0.38% | Reduce -1.7% | 18,265 | $1.3M |
| Lincoln National Corp. | 0.02% | Add +4.1% | 18,049 | $1.2M |
| BigSur Wealth Management LLC | 0.39% | No change | 17,900 | $1.2M |
| Sage Mountain Advisors LLC | 0.13% | New | 17,723 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -3.6% | 17,594 | $1.2M |
| Collective Family Office LLC | 0.39% | Reduce -31.1% | 17,379 | $1.2M |
| AFS Financial Group, LLC | 4.95% | Reduce -79.2% | 17,092 | $1.2M |
| Ascent Group, LLC | 0.10% | Add +0.8% | 17,015 | $1.2M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -12.8% | 16,916 | $1.2M |
| Bridge Advisory, LLC | 0.57% | Add +54.0% | 16,831 | $1.2M |
| My Legacy Advisors, LLC | 0.38% | Reduce -9.3% | 16,601 | $1.1M |
| Wexford Capital LP | 0.23% | No change | 16,456 | $1.1M |
| FMR LLC | 0.00% | Add +44.8% | 16,267 | $1.1M |
| Allianz Asset Management GmbH | 0.00% | Reduce -17.7% | 16,225 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | Add +9.2% | 15,862 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +2.2% | 15,858 | $1.1M |
| Principle Wealth Partners LLC | 0.08% | No change | 15,570 | $1.1M |
| MN Wealth Advisors, LLC | 0.66% | Reduce -13.3% | 15,450 | $1.1M |
| Cowa, LLC | 0.62% | New | 15,362 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.13% | New | 15,292 | $1.1M |
| Joel Isaacson & Co., LLC | 0.06% | Reduce -5.0% | 15,252 | $1.0M |
| First Citizens Asset Management, Inc. | 0.40% | Reduce -10.1% | 15,171 | $1.0M |
| Per Stirling Capital Management, LLC. | 0.17% | Reduce -17.0% | 15,052 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Add +23.6% | 15,036 | $1.0M |
| Mosaic Financial Group, LLC | 0.83% | — | 15,006 | $1.0M |
| Maryland Capital Advisors Inc. | 0.63% | No change | 14,854 | $1.0M |
| Duncan Williams Asset Management, LLC | 0.89% | — | 14,278 | $982K |
| Harvest Investment Services, LLC | 0.39% | No change | 14,213 | $978K |
| Cedar Brook Financial Partners, LLC | 0.19% | Add +5.6% | 13,787 | $949K |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.8% | 13,753 | $946K |
| Moseley Investment Management Inc. | 0.47% | Reduce -3.0% | 13,707 | $943K |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.1% | 13,334 | $917K |
| Moors & Cabot, Inc. | 0.05% | Reduce -6.3% | 13,260 | $912K |
| Camden National Bank | 0.16% | Add +1.9% | 13,178 | $907K |
| Mutual Advisors, LLC | 0.03% | Add +1.4% | 13,174 | $906K |
| McNamara Financial Services, Inc. | 0.19% | Reduce -4.2% | 12,951 | $891K |
| Acorn Financial Advisory Services Inc. | 0.16% | Reduce -9.2% | 12,570 | $865K |
| GSG Advisors LLC | 0.32% | Add +0.1% | 12,565 | $864K |
| Webster Bank, N. A. | 0.10% | No change | 12,505 | $860K |
| Sonoma Private Wealth LLC | 1.38% | Add +2.1% | 12,489 | $859K |
| Simon Quick Advisors, LLC | 0.06% | Add +0.1% | 12,280 | $845K |
| Betterment LLC | 0.00% | Add +1.1% | 12,044 | $829K |
| IHT Wealth Management, LLC | 0.03% | Reduce -2.8% | 11,992 | $825K |
| Busey Bank | 0.03% | Reduce -11.2% | 11,897 | $819K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +1.0% | 11,883 | $818K |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -1.7% | 11,912 | $807K |
| KLR Investment Advisors, LLC | 0.57% | Reduce -12.1% | 11,725 | $792K |
| CVA Family Office, LLC | 0.14% | No change | 11,433 | $787K |
| MBA Advisors LLC | 0.40% | Add +8.9% | 11,118 | $765K |
| Seamount Financial Group Inc. | 0.67% | No change | 11,117 | $765K |
| Evergreen Capital Management LLC | 0.03% | New | 11,045 | $760K |
| Allworth Financial LP | 0.01% | Add +1.8% | 11,015 | $758K |
| Old Mission Investment Co LLC | 0.25% | Add +0.5% | 10,993 | $756K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -9.5% | 10,820 | $744K |
| FAS Wealth Partners, Inc. | 0.07% | Add +2.5% | 10,777 | $741K |
| CGN Advisors LLC | 0.09% | Reduce -0.0% | 10,391 | $715K |
| Sapient Capital LLC | 0.02% | No change | 10,214 | $703K |
| HBW Advisory Services LLC | 0.13% | No change | 10,277 | $683K |
| Cardiff Park Advisors, LLC | 0.06% | Add +0.4% | 9,866 | $679K |
| Boston Mountain Money Management Inc. | 0.46% | — | 9,740 | $670K |
| Quadcap Wealth Management, LLC | 0.15% | Add +0.9% | 9,677 | $666K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +51.9% | 9,506 | $654K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.2% | 9,499 | $654K |
| Coombe, Bender & Co LLC | 0.40% | Reduce -5.3% | 9,476 | $652K |
| FSC Wealth Advisors, LLC | 0.45% | Add +76.0% | 9,343 | $643K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -4.7% | 9,077 | $625K |
| Panoramic Investment Advisors, LLC | 0.46% | Reduce -0.3% | 9,050 | $623K |
| PFG Investments, LLC | 0.04% | Add +5.2% | 9,036 | $622K |
| Richard W. Paul & Associates, LLC | 0.25% | Reduce -14.3% | 8,997 | $619K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.07% | Add +7.1% | 8,881 | $611K |
| New Republic Capital, LLC | 0.38% | No change | 8,727 | $600K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +7.5% | 8,624 | $593K |
| Sara-Bay Financial | 0.26% | Add +18.8% | 8,563 | $586K |
| Virtue Capital Management, LLC | 0.10% | Add +24.4% | 8,601 | $581K |
| First Manhattan Co. Llc. | 0.00% | No change | 8,400 | $578K |
| Pension & Wealth Management Advisors, Inc. | 0.38% | Add +7.8% | 8,368 | $576K |
| Prospera Financial Services Inc | 0.02% | Add +6.0% | 8,353 | $575K |
| Merit Financial Group, LLC | 0.01% | New | 8,278 | $573K |
| Morris Financial Concepts, Inc. | 0.29% | Add +16.2% | 8,297 | $571K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +31.0% | 8,161 | $561K |
| Aspen Wealth Strategies, LLC | 0.39% | Reduce -58.7% | 8,158 | $561K |
| Gotham Asset Management | 0.01% | Reduce -2.4% | 8,025 | $552K |
| Pacific Financial Group Inc. | 0.37% | New | 7,801 | $537K |
| Brooks, Moore & Associates, Inc. | 0.34% | Reduce -71.5% | 7,715 | $531K |
| Private Portfolio Partners LLC | 0.11% | Add +16.2% | 7,666 | $527K |
| Oxinas Partners, LLC | 0.34% | Add +21.0% | 7,566 | $521K |
| TFB Advisors LLC | 0.19% | Add +0.2% | 7,668 | $519K |
| MBB Public Markets I LLC | 0.03% | Reduce -91.9% | 7,500 | $516K |
| Keudell/Morrison Wealth Management | 0.15% | Add +8.1% | 7,445 | $512K |
| Raymond James Trust N.A. | 0.01% | Add +15.0% | 7,441 | $512K |
| CIBC Private Wealth Group LLC | 0.00% | Add +48.0% | 7,445 | $510K |
| Kathleen S. Wright Associates Inc. | 0.23% | Add +0.2% | 7,200 | $495K |
| First National Bank of Mount Dora, Trust Investment Services | 0.12% | No change | 7,148 | $492K |
| Northcape Wealth Management, LLC | 0.18% | Reduce -13.4% | 7,143 | $491K |
| Private Trust Co. NA | 0.05% | No change | 7,081 | $487K |
| Cascade Financial Partners, LLC | 0.07% | — | 7,235 | $487K |
| Proathlete Wealth Management LLC | 0.26% | Reduce -34.5% | 7,048 | $485K |
| Pasadena Private Wealth, LLC | 0.11% | Add +10.2% | 7,040 | $484K |
| Ancora Advisors LLC | 0.01% | No change | 6,989 | $481K |
| Cahill Financial Advisors Inc. | 0.06% | Add +0.6% | 6,889 | $474K |
| Sax Wealth Advisors, LLC | 0.05% | Add +0.7% | 6,812 | $469K |
| StrongBox Wealth, LLC | 0.25% | Reduce -13.9% | 6,810 | $469K |
| Berkeley Capital Partners, LLC | 0.14% | Add +0.8% | 6,767 | $466K |
| Almanack Investment Partners, LLC. | 0.08% | Reduce -55.0% | 6,750 | $464K |
| Sovereign Financial Group, Inc. | 0.12% | Reduce -4.8% | 6,721 | $462K |
| Ifrah Financial Services, Inc. | 0.13% | Add +0.6% | 6,718 | $462K |
| Phraction Management LLC | 0.19% | New | 6,705 | $461K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +0.7% | 6,690 | $460K |
| 17 Capital Partners, LLC | 0.34% | New | 6,654 | $458K |
| Collaborative Wealth Managment Inc. | 0.23% | Reduce -5.1% | 6,577 | $452K |
| IFP Advisors, Inc | 0.02% | Add +44.5% | 6,544 | $450K |
| Element Wealth, LLC | 0.26% | Add +9.0% | 6,534 | $450K |
| Investors Research Corp | 0.10% | Add +96.2% | 6,491 | $447K |
| Paragon Financial Partners, Inc. | 0.37% | Add +0.4% | 6,477 | $446K |
| Tidemark, LLC | 0.25% | Reduce -1.5% | 6,434 | $443K |
| Cornerstone Advisory, LLC | 0.06% | Reduce -56.9% | 6,362 | $438K |
| Sage Capital Advisors,llc | 0.13% | Add +2.8% | 6,271 | $431K |
| Custom Portfolio Group LLC | 0.35% | No change | 6,503 | $431K |
| Savvy Advisors, Inc. | 0.25% | New | 6,227 | $428K |
| Opal Wealth Advisors, LLC | 0.15% | Add +1.7% | 6,226 | $428K |
| Northern Trust Corp. | 0.00% | Add +4.8% | 6,224 | $428K |
| StoneX Group Inc. | 0.04% | Reduce -15.2% | 6,162 | $424K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -4.9% | 6,161 | $424K |
| Arkadios Wealth Advisors | 0.03% | New | 6,134 | $422K |
| RDA Financial Network | 0.14% | Add +63.0% | 6,119 | $421K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 5,984 | $412K |
| Meridian Financial Advisors, LLC | 0.31% | Add +0.0% | 5,978 | $411K |
| Fortis Capital Advisors, LLC | 0.17% | Reduce -28.1% | 5,965 | $410K |
| Belpointe Asset Management LLC | 0.03% | Reduce -28.1% | 5,965 | $410K |
| Meeder Asset Management Inc. | 0.03% | Reduce -4.8% | 5,963 | $410K |
| Nwam LLC | 0.03% | Reduce -48.9% | 5,804 | $401K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +0.9% | 5,627 | $387K |
| HRT Financial LP | 0.00% | New | 5,532 | $380K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +35.8% | 5,519 | $380K |
| Quadrant Capital Group LLC | 0.03% | Reduce -12.1% | 5,497 | $378K |
| Cerity Partners LLC | 0.00% | Add +22.5% | 5,492 | $378K |
| C M Bidwell & Associates Ltd. | 0.25% | Reduce -3.7% | 5,435 | $374K |
| Compound Planning, Inc. | 0.03% | Add +0.9% | 5,332 | $367K |
| Van Den Berg Management I, Inc. | 0.11% | Reduce -5.5% | 5,307 | $365K |
| OmniStar Financial Group, Inc. | 0.33% | Add +4.0% | 5,184 | $357K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -29.2% | 5,165 | $355K |
| TBH Global Asset Management, LLC | 0.07% | Add +10.8% | 5,132 | $353K |
| Fonville Wealth Management LLC | 0.16% | Add +3.2% | 5,124 | $353K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -44.4% | 5,060 | $348K |
| Proficio Capital Partners LLC | 0.04% | No change | 5,000 | $344K |
| Waterloo Capital, L.P. | 0.04% | Reduce -23.8% | 4,821 | $332K |
| Financial Insights, Inc. | 0.09% | No change | 4,800 | $330K |
| Gateway Wealth Partners, LLC | 0.12% | Add +15.5% | 4,795 | $330K |
| Westshore Wealth, LLC | 0.14% | No change | 4,756 | $327K |
| Signet Financial Management, LLC | 0.04% | Add +11.9% | 4,752 | $327K |
| International Assets Investment Management, LLC | 0.03% | No change | 4,761 | $326K |
| Charter Oak Capital Management, LLC | 0.03% | Add +0.0% | 4,718 | $325K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -9.7% | 4,658 | $320K |
| Objective Capital Management, LLC | 0.21% | Add +15.5% | 4,553 | $313K |
| CoreCap Advisors, LLC | 0.02% | Add +3.7% | 4,548 | $313K |
| Squarepoint Ops LLC | 0.00% | Reduce -63.8% | 4,504 | $310K |
| Vanguard Group Inc. | 0.00% | Reduce -93.6% | 4,421 | $304K |
| Uptick Partners, LLC | 0.23% | Reduce -14.5% | 4,371 | $301K |
| Castle Wealth Management LLC | 0.16% | No change | 4,364 | $300K |
| Lanark Financial, Inc. | 0.03% | Reduce -1.0% | 4,356 | $299K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -8.5% | 4,302 | $296K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +7.0% | 4,291 | $295K |
| AE Wealth Management LLC | 0.00% | Reduce -97.1% | 4,240 | $292K |
| Choreo, LLC | 0.01% | No change | 4,214 | $290K |
| Mraz, Amerine & Associates, Inc. | 0.05% | No change | 4,188 | $288K |
| Angeles Wealth Management, LLC | 0.03% | No change | 4,167 | $287K |
| FineMark National Bank & Trust | 0.01% | No change | 4,133 | $284K |
| Harbour Investments, Inc. | 0.01% | Add +3.6% | 4,104 | $282K |
| Glen Eagle Advisors, LLC | 0.05% | Add +173.4% | 4,101 | $282K |
| Sugarloaf Wealth Management, LLC | 0.06% | Add +16.6% | 4,027 | $277K |
| FOCUS Wealth Advisors, LLC | 0.15% | No change | 4,009 | $276K |
| Advisory Services Network, LLC | 0.01% | Reduce -8.7% | 3,967 | $273K |
| Hamilton Wealth, LLC | 0.08% | Reduce -98.2% | 3,950 | $272K |
| Highland Capital Management, LLC | 0.02% | No change | 3,947 | $272K |
| Captrust Financial Advisors | 0.00% | Reduce -11.0% | 3,927 | $270K |
| CRA Financial Services, LLC | 0.06% | New | 3,902 | $268K |
| Cottage Street Advisors LLC | 0.16% | Add +21.1% | 3,894 | $268K |
| Ami Investment Management Inc. | 0.09% | Add +15.6% | 3,783 | $260K |
| Bell Investment Advisors, Inc | 0.05% | Add +2.8% | 3,777 | $260K |
| KFG Wealth Management, LLC | 0.11% | New | 3,762 | $259K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -11.7% | 3,679 | $252K |
| Modera Wealth Management, LLC | 0.00% | New | 3,605 | $248K |
| Creative Financial Designs Inc. | 0.02% | Add +32.7% | 3,586 | $247K |
| Composition Wealth, LLC | 0.01% | Reduce -24.1% | 3,581 | $246K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -0.2% | 3,566 | $245K |
| Wealth Dimensions Group, Ltd. | 0.07% | Reduce -0.3% | 3,528 | $243K |
| Mason Investment Advisory Services, Inc. | 0.02% | Reduce -8.9% | 3,514 | $242K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -1.8% | 3,504 | $241K |
| Thrivent Financial for Lutherans | 0.00% | New | 3,429 | $236K |
| Sebold Capital Management, Inc. | 0.16% | No change | 3,429 | $236K |
| Apella Capital, LLC | 0.01% | New | 3,393 | $235K |
| Old National Bancorp | 0.01% | Reduce -15.5% | 3,405 | $234K |
| US Bancorp \de | 0.00% | Add +686.4% | 3,405 | $234K |
| Bremer Bank National Association | 0.04% | No change | 3,393 | $233K |
| SigFig Wealth Management, LLC | 0.01% | New | 3,382 | $233K |
| Ameritas Advisory Services, LLC | 0.01% | New | 3,372 | $232K |
| Mainsail Asset Management, LLC | 0.19% | New | 3,347 | $230K |
| Gradient Capital Advisors, LLC | 0.08% | Add +1.1% | 3,313 | $228K |
| Premier Path Wealth Partners, LLC | 0.04% | Add +7.5% | 3,307 | $228K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -6.8% | 3,210 | $221K |
| Staley Capital Advisers Inc. | 0.01% | No change | 3,200 | $220K |
| Parsons Capital Management Inc. | 0.01% | New | 3,098 | $213K |
| True North Advisors, LLC | 0.06% | Reduce -34.3% | 3,093 | $213K |
| MB Generational Wealth, LLC | 0.16% | New | 2,735 | $208K |
| Florida Trust Wealth Management Co | 0.01% | New | 3,000 | $206K |
| Larson Financial Group LLC | 0.02% | Add +0.6% | 2,969 | $204K |
| North Star Investment Management Corp. | 0.01% | Add +0.2% | 2,905 | $200K |
| Heritage Wealth Advisors | 0.01% | New | 2,823 | $194K |
| Raffa Wealth Management, LLC | 0.05% | Add +1753.5% | 2,669 | $184K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -59.6% | 2,640 | $182K |
| Global Retirement Partners, LLC | 0.01% | Reduce -1.0% | 2,639 | $182K |
| Atlantic Private Wealth, LLC | 0.15% | No change | 2,632 | $181K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +742.3% | 2,611 | $180K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 2,528 | $174K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +1935.5% | 2,463 | $169K |
| Bogart Wealth, LLC | 0.01% | No change | 2,420 | $167K |
| Avior Wealth Management, LLC | 0.01% | New | 2,412 | $166K |
| GPS Wealth Strategies Group, LLC | 0.03% | No change | 2,337 | $161K |
| Bfsg, LLC | 0.02% | Add +7.3% | 2,244 | $154K |
| Hexagon Capital Partners LLC | 0.03% | Add +37.8% | 2,206 | $152K |
| Cape Investment Advisory, Inc. | 0.07% | Reduce -7.9% | 2,146 | $148K |
| Stephens Consulting, LLC | 0.05% | Add +1.8% | 2,139 | $147K |
| Concord Wealth Partners | 0.02% | Reduce -10.5% | 2,000 | $138K |
| Consultiva Wealth Management, Corp. | 1.29% | — | 1,997 | $137K |
| Garde Capital, Inc. | 0.01% | No change | 1,831 | $125K |
| Richardson Financial Services Inc. | 0.09% | New | 2,028 | $122K |
| Capital Analysts, LLC | 0.00% | Reduce -20.5% | 1,449 | $100K |
| Global Assets Advisory, LLC | 0.06% | New | 1,422 | $97K |
| Spire Wealth Management | 0.00% | Reduce -3.3% | 1,406 | $97K |
| Fortis Group Advisors, LLC | 0.02% | Reduce -50.0% | 1,340 | $92K |
| GeoWealth Management, LLC | 0.00% | Reduce -62.5% | 1,312 | $90K |
| Signature Resources Capital Management, LLC | 0.07% | No change | 1,165 | $77K |
| Private Capital Management LLC | 0.02% | No change | 1,001 | $69K |
| Robinswood Financial LLC | 0.03% | New | 991 | $68K |
| EPG Wealth Management LLC | 0.02% | Add +0.1% | 944 | $65K |
| NorthRock Partners, LLC | 0.00% | Add +35.0% | 902 | $62K |
| Rise Advisors, LLC | 0.03% | Add +0.5% | 898 | $62K |
| Salomon & Ludwin, LLC | 0.01% | No change | 847 | $58K |
| Aptus Capital Advisors, LLC | 0.00% | Add +527.6% | 841 | $58K |
| UMB Bank, n.a. | 0.00% | No change | 806 | $55K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 720 | $50K |
| Salem Investment Counselors Inc. | 0.00% | No change | 710 | $49K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +142.4% | 703 | $48K |
| Archer Investment Corp | 0.01% | No change | 699 | $48K |
| Adirondack Trust Co. | 0.02% | Add +535.2% | 686 | $47K |
| Sandy Spring Bank | 0.00% | No change | 675 | $46K |
| Atticus Wealth Management, LLC | 0.01% | Reduce -9.2% | 634 | $44K |
| Bay Harbor Wealth Management, LLC | 0.02% | New | 623 | $43K |
| Colonial Trust Co / SC | 0.01% | Reduce -29.7% | 600 | $41K |
| City State Bank | 0.02% | No change | 600 | $41K |
| Tsfg, LLC | 0.01% | Add +0.9% | 543 | $37K |
| AlphaMark Advisors, LLC | 0.01% | No change | 520 | $36K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 521 | $36K |
| LGT Financial Advisors LLC | 0.04% | Reduce -7.6% | 452 | $31K |
| Smithfield Trust Co | 0.00% | No change | 461 | $31K |
| Laffer Tengler Investments, Inc. | 0.01% | New | 445 | $31K |
| First Command Advisory Services, Inc. | 0.00% | New | 402 | $28K |
| Cambridge Trust Co. | 0.00% | No change | 395 | $27K |
| Financial Freedom, LLC | 0.02% | Add +0.8% | 386 | $27K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 371 | $26K |
| National Bank of Canada | 0.00% | Reduce -4.0% | 360 | $25K |
| Allianz SE | 0.00% | — | 334 | $23K |
| Asset Dedication, LLC | 0.00% | No change | 319 | $22K |
| American Capital Advisory, LLC | 0.02% | No change | 350 | $22K |
| Mascoma Wealth Management LLC | 0.01% | No change | 300 | $21K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 250 | $17K |
| Barclays PLC | 0.00% | New | 230 | $16K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 220 | $15K |
| Bray Capital Advisors | 0.00% | No change | 215 | $15K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -25.9% | 200 | $14K |
| MCF Advisors LLC | 0.00% | No change | 198 | $14K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -3.8% | 179 | $12K |
| Arax Advisory Partners | 0.00% | Add +1.1% | 177 | $12K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 160 | $11K |
| Castleview Partners, LLC | 0.01% | No change | 159 | $11K |
| Rothschild Investment LLC | 0.00% | New | 152 | $10K |
| Realta Investment Advisors | 0.00% | New | 150 | $10K |
| Woodmont Investment Counsel LLC | 0.00% | New | 150 | $10K |
| Caitlin John, LLC | 0.01% | Reduce -15.6% | 141 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 135 | $9K |
| Whittier Trust Co. | 0.00% | No change | 130 | $9K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 128 | $9K |
| Pathway Financial Advisers, LLC | 0.00% | Add +0.8% | 125 | $9K |
| Family Asset Management, LLC | 0.01% | Reduce -35.2% | 116 | $8K |
| WestEnd Advisors, LLC | 0.00% | No change | 104 | $7K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 80 | $6K |
| Tucker Asset Management LLC | 0.00% | No change | 66 | $5K |
| Macroview Investment Management LLC | 0.01% | No change | 65 | $4K |
| Pineridge Advisors LLC | 0.00% | No change | 46 | $3K |
| PrairieView Partners, LLC | 0.00% | No change | 43 | $3K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -95.0% | 45 | $3K |
| BNP Paribas Financial Markets | 0.00% | New | 29 | $2K |
| Abound Wealth Management | 0.00% | New | 13 | $895 |
| Bare Financial Services, Inc | 0.00% | New | 10 | $678 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 9 | $625 |
| Main Street Group, LTD | 0.00% | No change | 1 | $68 |
"% of holder's portfolio" is VYMI's weight in each manager's 13F, not the share of Vanguard Int High DVD YLD Inc. the manager owns.