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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZCA
251
Zeke Capital Advisors
Pennsylvania
$872K
PFG
252
Peterson Financial Group
Iowa
$857K -$51.1K -1,129 -6%
CA
253
CGN Advisors
Kansas
$852K -$73.9K -1,632 -8%
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$849K +$348K +7,694 +70%
RPG
255
Resource Planning Group
Georgia
$846K +$297K +6,553 +54%
KSWA
256
Kathleen S. Wright Associates
Pennsylvania
$832K +$277K +6,125 +50%
CFG
257
Citizens Financial Group
Rhode Island
$825K -$588K -12,992 -42%
QA
258
Quantitative Advantage
Minnesota
$803K -$60.8K -1,343 -7%
KPWS
259
Kestra Private Wealth Services
Texas
$802K +$354K +7,824 +80%
VT
260
Vise Technologies
New York
$787K -$107K -2,360 -12%
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$785K -$110K -2,432 -12%
HSA
262
HBK Sorce Advisory
Pennsylvania
$785K +$781K +17,240 New
VCP
263
Verus Capital Partners
Arizona
$774K +$770K +17,013 New
HP
264
Hilltop Partners
Indiana
$773K +$769K +16,988 New
DWT
265
Dorsey & Whitney Trust
South Dakota
$760K +$756K +16,688 New
TA
266
TFB Advisors
Kansas
$757K +$753K +16,620 New
CAL
267
Capital Analysts LLC
Pennsylvania
$756K +$376K +8,312 +100%
NP
268
NorthRock Partners
Minnesota
$754K +$7.06K +156 +1%
IGWM
269
ICA Group Wealth Management
Colorado
$737K -$15.1K -333 -2%
EH
270
Equitable Holdings
New York
$733K +$85.8K +1,894 +13%
WCWM
271
Willow Creek Wealth Management
California
$731K -$1.02M -22,534 -58%
Carson Wealth (CWM LLC)
272
Carson Wealth (CWM LLC)
Nebraska
$720K +$31.4K +693 +5%
CPG
273
Cornerstone Planning Group
New Jersey
$720K +$690K +15,240 New
FPCP
274
Fort Point Capital Partners
California
$720K -$768K -16,971 -52%
HGWM
275
Harvest Group Wealth Management
Massachusetts
$719K -$21.9K -483 -3%