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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
$1.96M +$55.6K +1,198 +3%
AG
252
AlTi Global
New York
$1.95M +$12.4K +267 +0.6%
AF
253
Advisornet Financial
Minnesota
$1.95M -$286K -6,171 -13%
WA
254
Westfuller Advisors
New York
$1.94M -$246K -5,289 -11%
SPIA
255
Steward Partners Investment Advisory
New York
$1.91M +$695K +14,962 +58%
BRWA
256
B. Riley Wealth Advisors
Florida
$1.89M -$78.1K -1,682 -4%
PFA
257
Petra Financial Advisors
Colorado
$1.84M -$3.48K -75 -0.2%
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$1.84M +$266K +5,740 +17%
VAS
259
Vestmark Advisory Solutions
Massachusetts
$1.82M +$418K +9,004 +30%
AA
260
Advisory Alpha
Michigan
$1.81M +$575K +12,395 +47%
Lazard Asset Management
261
Lazard Asset Management
New York
$1.81M +$1.79M +38,494 New
RIA
262
Regal Investment Advisors
Michigan
$1.74M -$109K -2,345 -6%
FA
263
Fedenia Advisers
Wisconsin
$1.74M +$132K +2,849 +8%
CFG
264
Citizens Financial Group
Rhode Island
$1.73M -$903K -19,441 -35%
CSB
265
City State Bank
Iowa
$1.72M -$335K -7,205 -16%
CAC
266
Certified Advisory Corp
Florida
$1.7M +$13.2K +285 +0.8%
CI
267
Conning Inc
Connecticut
$1.69M
AWM
268
Axxcess Wealth Management
California
$1.69M +$237K +5,098 +17%
SFS
269
Security Financial Services
Indiana
$1.68M +$70.9K +1,528 +4%
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$1.66M -$39.2K -845 -2%
CAL
271
Capital Analysts LLC
Pennsylvania
$1.66M +$414K +8,922 +34%
RI
272
Ridgewood Investments
New Jersey
$1.63M +$611K +13,161 +61%
GC
273
Guggenheim Capital
Illinois
$1.61M -$1.31M -28,178 -45%
CPBTD
274
Central Pacific Bank - Trust Division
Hawaii
$1.6M +$3.3K +71 +0.2%
MSFS
275
Main Street Financial Solutions
Pennsylvania
$1.59M +$1.57M +33,769 New