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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
226
Carroll Financial Associates
North Carolina
$40K +$10.4K +205 +36%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$38K +$6.14K +121 +20%
EWM
228
Elmwood Wealth Management
California
$37K
PB
229
Pinnacle Bancorp
Nebraska
$35K +$34.2K +673 New
JP Morgan Chase
230
JP Morgan Chase
New York
$32K -$184K -3,631 -85%
GRP
231
Global Retirement Partners
California
$32K -$964 -19 -3%
LWA
232
Lenox Wealth Advisors
New York
$28K
AIM
233
Advantage Investment Management
Iowa
$27K -$65.7K -1,294 -71%
CCM
234
Cribstone Capital Management
Maine
$27K
WCM
235
Wealthcare Capital Management
Virginia
$27K
BCM
236
Blume Capital Management
California
$25K
ATC
237
Adirondack Trust Company
New York
$21K +$21.2K +417 New
Citigroup
238
Citigroup
New York
$18K
EWM
239
Executive Wealth Management
Michigan
$17K +$16.5K +326 New
RFC
240
Regions Financial Corp
Alabama
$15K +$1.12K +22 +8%
GI
241
Gradient Investments
Minnesota
$14K +$13.6K +267 New
MOS
242
MGO One Seven
Ohio
$12K +$11.9K +235 New
HFM
243
Hartford Financial Management
Connecticut
$10K
SWP
244
Strategic Wealth Partners
Ohio
$9K +$6.8K +134 +447%
FWM
245
Focused Wealth Management
New York
$9K +$9.29K +183 New
JCM
246
Jacobi Capital Management
Pennsylvania
$8K -$457 -9 -5%
AF
247
Advisornet Financial
Minnesota
$8K
ME
248
McIlrath & Eck
Washington
$8K
AWM
249
AllSquare Wealth Management
New York
$7K
VFA
250
Valeo Financial Advisors
Indiana
$5K -$761 -15 -14%