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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MW
251
Marcum Wealth
Ohio
$881K -$53.6K -1,154 -6%
CAL
252
Capital Analysts LLC
Pennsylvania
$879K +$106K +2,280 +14%
AT
253
Arden Trust
Delaware
$863K +$861K +18,541 New
CA
254
Continuum Advisory
Idaho
$863K -$38.9K -839 -4%
CA
255
CGN Advisors
Kansas
$849K -$22.7K -490 -3%
JWCA
256
J.W. Cole Advisors
Florida
$832K -$189K -4,062 -19%
Cerity Partners
257
Cerity Partners
New York
$821K +$153K +3,298 +23%
KPWS
258
Kestra Private Wealth Services
Texas
$819K -$511 -11 -0.1%
EP
259
Essential Planning
New Hampshire
$804K +$550K +11,850 +218%
NP
260
NorthRock Partners
Minnesota
$802K +$30.6K +660 +4%
NYLIM
261
New York Life Investment Management
New York
$774K -$124K -2,682 -14%
VWA
262
Visionary Wealth Advisors
Illinois
$751K -$238K -5,118 -24%
HW
263
Hancock Whitney
Mississippi
$751K -$6.49M -139,739 -90%
TA
264
TFB Advisors
Kansas
$749K -$24.2K -522 -3%
WCWM
265
Willow Creek Wealth Management
California
$748K
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$732K -$4.87K -105 -0.7%
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$699K -$104K -2,234 -13%
WB
268
WesBanco Bank
West Virginia
$696K +$35.6K +768 +5%
SRC
269
Shufro Rose & Co
New York
$690K +$688K +14,822 New
PFG
270
Peterson Financial Group
Iowa
$687K -$188K -4,061 -22%
TC
271
Telemus Capital
Michigan
$685K +$95.6K +2,060 +16%
KFS
272
Kelly Financial Services
Massachusetts
$683K +$112K +2,418 +20%
SCA
273
Snowden Capital Advisors
New York
$681K +$166K +3,566 +32%
LWAM
274
Legacy Wealth Asset Management
Minnesota
$679K -$27.8K -600 -4%
CCA
275
Catalyst Capital Advisors
New York
$675K +$48.7K +1,050 +8%