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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
251
Kestra Private Wealth Services
Texas
$1.49M +$203K +4,513 +16%
SFS
252
Security Financial Services
Indiana
$1.46M +$217K +4,823 +18%
SL
253
Sentinus LLC
Illinois
$1.43M -$34.6K -769 -2%
SWG
254
Summit Wealth Group
Vermont
$1.43M +$53.3K +1,186 +4%
RCA
255
Resonant Capital Advisors
Wisconsin
$1.41M
DW30
256
Drucker Wealth 3.0
New Jersey
$1.41M +$1.39M +30,955 New
RIA
257
Regal Investment Advisors
Michigan
$1.37M -$49.8K -1,107 -4%
AFO
258
Arrowroot Family Office
California
$1.34M +$395K +8,793 +42%
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$1.32M -$84.6K -1,882 -6%
HI
260
Harbour Investments
Wisconsin
$1.32M +$140K +3,113 +12%
RA
261
RFG Advisory
Alabama
$1.32M -$56.9K -1,264 -4%
SAM
262
SignalPoint Asset Management
Missouri
$1.31M +$1.3M +28,865 New
TNA
263
True North Advisors
Texas
$1.31M +$80.1K +1,780 +7%
TIM
264
Tortoise Investment Management
New York
$1.3M +$87.4K +1,944 +7%
EP
265
Essential Planning
New Hampshire
$1.28M +$98.8K +2,196 +8%
BBA
266
BLB&B Advisors
Pennsylvania
$1.27M -$217K -4,830 -15%
SFA
267
Seneca Financial Advisors
New York
$1.25M -$1.06M -23,615 -46%
WCWM
268
Willow Creek Wealth Management
California
$1.25M +$331K +7,356 +37%
FIA
269
Foundations Investment Advisors
Arizona
$1.24M +$90.4K +2,011 +8%
HWM
270
Hohimer Wealth Management
Washington
$1.16M +$79.7K +1,771 +7%
PP
271
Prosperity Planning
Missouri
$1.14M -$1.66K -37 -0.1%
LIM
272
Leavell Investment Management
Alabama
$1.08M +$67.8K +1,507 +7%
AT
273
Arden Trust
Delaware
$1.08M +$146K +3,251 +16%
GCA
274
Greenwood Capital Associates
South Carolina
$1.07M +$11.5K +255 +1%
TA
275
TFB Advisors
Kansas
$1.05M +$34.7K +771 +3%