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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
301
Pathstone Family Office
New Jersey
$532K -$376K -8,095 -41%
AAS
302
Ameritas Advisory Services
Nebraska
$523K -$131K -2,827 -20%
CA
303
Cambridge Advisors
Nebraska
$521K
GL
304
Graypoint LLC
New York
$521K +$132K +2,844 +34%
SGI
305
Summit Global Investments
Utah
$496K +$186 +4 +0%
OIA
306
OneDigital Investment Advisors
Kansas
$493K +$80.6K +1,737 +20%
FTS
307
Fifth Third Securities
Ohio
$490K +$12.5K +269 +3%
TPW
308
Transatlantique Private Wealth
New York
$489K -$4.64K -100 -0.9%
3LCM
309
3D/L Capital Management
Connecticut
$479K -$165K -3,553 -26%
GIA
310
Gladstone Institutional Advisory
Florida
$476K +$198K +4,270 +72%
VCM
311
Verde Capital Management
Michigan
$470K +$16.1K +346 +4%
SFS
312
Security Financial Services
Indiana
$459K +$4.59K +99 +1%
OWA
313
Outlook Wealth Advisors
Texas
$455K +$454K +9,783 New
WWM
314
Western Wealth Management
Colorado
$439K +$603 +13 +0.1%
MCM
315
Mainstay Capital Management
Michigan
$433K -$464 -10 -0.1%
Lido Advisors
316
Lido Advisors
California
$426K +$93 +2 +0%
ASN
317
Advisory Services Network
Georgia
$421K +$191K +4,115 +84%
PWMG
318
Provence Wealth Management Group
California
$412K +$410K +8,843 New
PMA
319
Prudent Man Advisors
Illinois
$404K -$31K -667 -7%
SWP
320
Stratos Wealth Partners
Ohio
$404K -$197K -4,240 -33%
CYG
321
Clean Yield Group
Vermont
$394K -$18.6K -400 -5%
WCFA
322
Walkner Condon Financial Advisors
Wisconsin
$393K
UCFA
323
United Capital Financial Advisors
Texas
$384K -$160K -3,453 -29%
IC
324
IEQ Capital
California
$382K +$1.76K +38 +0.5%
ACP
325
Aveo Capital Partners
Colorado
$381K +$31.7K +682 +9%