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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
301
WT Wealth Management
Arizona
$585K +$20.3K +450 +3%
CCA
302
Catalyst Capital Advisors
New York
$581K -$15.3K -340 -2%
IA
303
Inspire Advisors
Idaho
$576K -$57.1K -1,267 -9%
RFN
304
Redwood Financial Network
Ohio
$572K -$219K -4,856 -27%
ASN
305
Advisory Services Network
Georgia
$562K +$118K +2,623 +26%
RI
306
Ridgewood Investments
New Jersey
$558K +$541 +12 +0.1%
Jones Financial Companies
307
Jones Financial Companies
Missouri
$546K +$149K +3,304 +36%
IGWM
308
ICA Group Wealth Management
Colorado
$529K -$14.7K -326 -3%
Koshinski Asset Management
309
Koshinski Asset Management
Illinois
$501K +$24.9K +552 +5%
HWM
310
Hohimer Wealth Management
Washington
$498K +$160K +3,545 +45%
CA
311
Cambridge Advisors
Nebraska
$490K
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$489K -$39.8K -883 -7%
CWM
313
Cornerstone Wealth Management
Missouri
$486K -$24.4K -542 -5%
CSPAM
314
Cary Street Partners Asset Management
Virginia
$485K +$499K +11,074 New
GL
315
Graypoint LLC
New York
$483K +$2.93K +65 +0.6%
VCM
316
Verde Capital Management
Michigan
$479K +$33.4K +742 +7%
NS
317
NBC Securities
Alabama
$475K +$490K +10,869 New
AWM
318
Avior Wealth Management
Nebraska
$471K +$52.3K +1,160 +12%
SGI
319
Summit Global Investments
Utah
$468K +$1.4K +31 +0.3%
OIA
320
OneDigital Investment Advisors
Kansas
$460K +$1.4K +31 +0.3%
OWA
321
Outlook Wealth Advisors
Texas
$456K -$5.14K -114 -1%
OFG
322
OmniStar Financial Group
North Carolina
$455K +$12.8K +284 +3%
KFS
323
Kelly Financial Services
Massachusetts
$454K -$172K -3,811 -27%
IFG
324
Independent Financial Group
California
$454K +$11.3K +250 +2%
GFPC
325
Global Financial Private Client
Florida
$451K -$58K -1,287 -11%