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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
301
WT Wealth Management
Arizona
$594K +$31.1K +672 +5%
RI
302
Ridgewood Investments
New Jersey
$586K +$34.4K +744 +6%
EH
303
Equitable Holdings
New York
$575K +$6.99K +151 +1%
CFS
304
Cannon Financial Strategists
Georgia
$574K
IGWM
305
ICA Group Wealth Management
Colorado
$570K +$455K +9,845 +385%
LNWWM
306
Laird Norton Wetherby Wealth Management
California
$567K -$2.73K -59 -0.5%
WMA
307
West Michigan Advisors
Michigan
$554K -$75.4K -1,629 -12%
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$554K -$170K -3,666 -23%
SWP
309
Stratos Wealth Partners
Ohio
$547K +$149K +3,227 +37%
GWM
310
Geneos Wealth Management
Colorado
$544K +$455K +9,825 +492%
SEP
311
Southland Equity Partners
Missouri
$540K -$1.71K -37 -0.3%
GFPC
312
Global Financial Private Client
Florida
$536K -$56.1K -1,213 -9%
CWM
313
Cornerstone Wealth Management
Missouri
$535K -$15.9K -344 -3%
CPG
314
Cornerstone Planning Group
New Jersey
$519K +$523K +11,295 New
EWA
315
Exencial Wealth Advisors
Oklahoma
$518K +$521K +11,254 New
CA
316
Cambridge Advisors
Nebraska
$515K
MFS
317
Madrona Financial Services
Washington
$514K +$517K +11,177 New
SWM
318
Seed Wealth Management
Illinois
$506K +$509K +11,000 New
GL
319
Graypoint LLC
New York
$505K -$10.4K -225 -2%
Koshinski Asset Management
320
Koshinski Asset Management
Illinois
$501K +$504K +10,890 New
Fidelity Investments
321
Fidelity Investments
Massachusetts
$500K +$318K +6,881 +173%
SGI
322
Summit Global Investments
Utah
$490K +$46 +1 +0%
OWA
323
Outlook Wealth Advisors
Texas
$484K +$34.7K +751 +8%
OIA
324
OneDigital Investment Advisors
Kansas
$482K -$5.55K -120 -1%
ASN
325
Advisory Services Network
Georgia
$470K +$54.7K +1,182 +13%