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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PW
226
Peninsula Wealth
California
$1.46M +$154K +3,423 +11%
CG
227
Clifford Group
Massachusetts
$1.45M -$154K -3,424 -9%
PFG
228
PAX Financial Group
Texas
$1.45M +$135K +2,989 +10%
AWM
229
Axxcess Wealth Management
California
$1.43M +$1.44K +32 +0.1%
WFA
230
Websterrogers Financial Advisors
South Carolina
$1.39M +$102K +2,258 +8%
Creative Planning
231
Creative Planning
Kansas
$1.39M +$612K +13,585 +75%
FPWM
232
FSB Premier Wealth Management
Iowa
$1.37M -$11.9K -264 -0.8%
RCA
233
Resonant Capital Advisors
Wisconsin
$1.36M
DI
234
Disciplined Investments
Oklahoma
$1.35M -$175K -3,882 -11%
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$1.34M -$237K -5,250 -15%
AWM
236
Accurate Wealth Management
Florida
$1.34M +$703K +15,598 +99%
KIG
237
Kowal Investment Group
Wisconsin
$1.34M +$430K +9,533 +45%
BBA
238
BLB&B Advisors
Pennsylvania
$1.34M +$97.3K +2,160 +8%
HW
239
Hancock Whitney
Mississippi
$1.31M +$594K +13,191 +78%
GRP
240
Global Retirement Partners
California
$1.31M -$93K -2,065 -6%
SWG
241
Summit Wealth Group
Vermont
$1.29M -$3.88K -86 -0.3%
PP
242
Prosperity Planning
Missouri
$1.28M +$69K +1,532 +6%
RIA
243
Regal Investment Advisors
Michigan
$1.27M +$81.4K +1,806 +7%
CFG
244
Citizens Financial Group
Rhode Island
$1.19M +$104K +2,298 +9%
SWM
245
Spire Wealth Management
Virginia
$1.17M -$112K -2,475 -8%
HI
246
Harbour Investments
Wisconsin
$1.16M +$103K +2,294 +9%
TCM
247
Tran Capital Management
California
$1.14M -$132K -2,940 -10%
TC
248
TownSquare Capital
Utah
$1.12M -$203K -4,508 -15%
LJAC
249
L.J. Altfest & Co
New York
$1.11M +$167K +3,714 +17%
OC
250
Oppenheimer & Co
New York
$1.11M -$946 -21 -0.1%