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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NW
226
NewEdge Wealth
Pennsylvania
$1.22M +$1.23M +23,137 New
LFP
227
Leeward Financial Partners
Washington
$1.22M +$1.22M +23,078 New
AAS
228
Avantax Advisory Services
Texas
$1.21M +$19.8K +374 +2%
PFG
229
Peterson Financial Group
Iowa
$1.19M +$1.19M +22,429 New
TNA
230
True North Advisors
Texas
$1.16M -$1.17M -22,056 Closed
RPG
231
Resource Planning Group
Georgia
$1.16M +$228K +4,303 +24%
PGFC
232
Peapack-Gladstone Financial Corp
New Jersey
$1.14M -$4.72M -89,016 -81%
Creative Planning
233
Creative Planning
Kansas
$1.12M -$9.28K -175 -0.8%
CFO
234
Custos Family Office
Texas
$1.09M +$1.09M +20,641 New
VCM
235
Verde Capital Management
Michigan
$1.08M -$32.2K -608 -3%
AIM
236
AMI Investment Management
Indiana
$1.07M -$646K -12,180 -38%
Janus Henderson Group
237
Janus Henderson Group
$1.06M -$433K -8,174 -29%
TIM
238
Tortoise Investment Management
New York
$1.03M -$2.55M -48,145 -71%
ZCA
239
Zeke Capital Advisors
Pennsylvania
$1.01M
OBWG
240
Onyx Bridge Wealth Group
New York
$980K +$356K +6,721 +56%
SGCA
241
Steel Grove Capital Advisors
Tennessee
$976K
V
242
Veritable
Delaware
$973K
HIM
243
HawsGoodwin Investment Management
Tennessee
$970K -$511K -9,638 -34%
Fisher Asset Management
244
Fisher Asset Management
Washington
$970K -$231K -4,351 -19%
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$962K +$136K +2,564 +16%
QA
246
Quantitative Advantage
Minnesota
$960K +$79.5K +1,501 +9%
CIP
247
Capital Insight Partners
Arizona
$959K -$1.85M -34,823 -66%
USCWA
248
U.S. Capital Wealth Advisors
Texas
$943K -$20.1K -379 -2%
KA
249
Kovack Advisors
Florida
$923K +$25.5K +482 +3%
PWMG
250
Prestige Wealth Management Group
New Jersey
$915K +$529K +9,976 +136%