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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
226
Boltwood Capital Management
California
$937K -$977K -20,535 -50%
OC
227
Oppenheimer & Co
New York
$922K -$856K -17,984 -47%
CA
228
CGN Advisors
Kansas
$918K -$247K -5,190 -20%
TC
229
TownSquare Capital
Utah
$906K +$30.9K +650 +3%
RWP
230
RWA Wealth Partners
Massachusetts
$906K +$957K +20,104 New
PFG
231
Peterson Financial Group
Iowa
$899K -$27.5K -578 -3%
MAM
232
Meeder Asset Management
Ohio
$894K -$209K -4,401 -18%
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$888K +$179K +3,752 +24%
VT
234
Vise Technologies
New York
$886K -$351K -7,384 -27%
VWM
235
Valley Wealth Managers
New Jersey
$875K -$29.5K -619 -3%
ZCA
236
Zeke Capital Advisors
Pennsylvania
$864K
QA
237
Quantitative Advantage
Minnesota
$856K -$15.8K -333 -2%
FAIM
238
Financial Advocates Investment Management
Washington
$833K +$23K +484 +3%
PFG
239
PAX Financial Group
Texas
$832K +$143K +3,007 +19%
II
240
Inspire Investing
Idaho
$831K +$144K +3,025 +20%
USCWA
241
U.S. Capital Wealth Advisors
Texas
$804K
CST
242
Charles Schwab Trust
Nevada
$749K +$381K +8,005 +93%
IGWM
243
ICA Group Wealth Management
Colorado
$745K -$21.4K -449 -3%
WWM
244
Western Wealth Management
Colorado
$744K -$21K -441 -3%
NP
245
NorthRock Partners
Minnesota
$740K +$190 +4 +0%
TIM
246
Tortoise Investment Management
New York
$729K +$133K +2,791 +21%
AWS
247
AJ Wealth Strategies
New York
$724K
BFA
248
Bragg Financial Advisors
North Carolina
$712K +$177K +3,721 +31%
HGWM
249
Harvest Group Wealth Management
Massachusetts
$711K -$55.3K -1,161 -7%
LWAM
250
Legacy Wealth Asset Management
Minnesota
$700K -$32.7K -688 -4%