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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UB
251
UMB Bank
Missouri
$685K
LFA
252
Level Financial Advisors
New York
$683K +$479K +9,942 +229%
CA
253
Cetera Advisors
Colorado
$680K -$95K -1,972 -12%
PWM
254
Perigon Wealth Management
California
$679K +$45.3K +940 +7%
EH
255
Equitable Holdings
New York
$657K -$35.1K -729 -5%
3LCM
256
3D/L Capital Management
Connecticut
$657K +$25.2K +524 +4%
TC
257
Telemus Capital
Michigan
$649K -$51.3K -1,066 -7%
TIM
258
Tortoise Investment Management
New York
$640K +$454K +9,418 +238%
CWM
259
Cornerstone Wealth Management
Missouri
$629K +$634K +13,157 New
BRWM
260
B. Riley Wealth Management
Tennessee
$623K +$16.2K +337 +3%
LJAC
261
L.J. Altfest & Co
New York
$615K +$143K +2,971 +30%
Koshinski Asset Management
262
Koshinski Asset Management
Illinois
$610K -$159K -3,293 -21%
VRM
263
Vectors Research Management
New York
$609K -$10.6K -220 -2%
HC
264
HNP Capital
New York
$604K -$14.9K -309 -2%
KFS
265
Kelly Financial Services
Massachusetts
$603K +$166K +3,454 +38%
SGCA
266
Steel Grove Capital Advisors
Tennessee
$600K -$36.1K -750 -6%
FIA
267
Foundations Investment Advisors
Arizona
$597K +$310K +6,439 +107%
SCA
268
Snowden Capital Advisors
New York
$593K -$84.5K -1,754 -12%
HW
269
Hancock Whitney
Mississippi
$580K +$231K +4,803 +65%
BFA
270
Bragg Financial Advisors
North Carolina
$577K +$195K +4,039 +50%
SEP
271
Southland Equity Partners
Missouri
$571K -$34.7K -721 -6%
IFG
272
Independent Financial Group
California
$563K -$7.66K -159 -1%
TA
273
TFG Advisers
Michigan
$560K -$99.7K -2,071 -15%
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$560K +$438K +9,103 +348%
JAG
275
Journey Advisory Group
Kentucky
$557K -$86K -1,785 -14%