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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
326
Frontier Wealth Management
Missouri
$365K -$71K -1,328 -16%
Fidelity Investments
327
Fidelity Investments
Massachusetts
$363K +$54.1K +1,012 +17%
HR
328
Howe & Rusling
New York
$355K +$113K +2,117 +47%
MCWS
329
McKinley Carter Wealth Services
West Virginia
$351K -$42.8K -800 -11%
P
330
Pitcairn
Pennsylvania
$348K -$227K -4,247 -39%
GSWM
331
Golden State Wealth Management
California
$348K +$45.8K +856 +15%
MWA
332
Moser Wealth Advisors
Washington
$345K -$18.7K -350 -5%
CCA
333
Cobblestone Capital Advisors
New York
$337K +$338K +6,330 New
AL
334
ACAS LLC
California
$336K +$7.32K +137 +2%
WCFA
335
Walkner Condon Financial Advisors
Wisconsin
$330K -$3.05K -57 -0.9%
LJAC
336
L.J. Altfest & Co
New York
$321K +$40.4K +755 +14%
BFA
337
Bragg Financial Advisors
North Carolina
$317K -$56K -1,048 -15%
SB
338
Strategic Blueprint
Georgia
$312K +$124K +2,312 +65%
PFPT
339
Pinnacle Financial Partners (Tennessee)
Tennessee
$311K +$24.5K +459 +9%
RJT
340
Raymond James Trust
Florida
$309K +$85.9K +1,607 +38%
AC
341
Apella Capital
Connecticut
$308K -$175K -3,281 -36%
VFA
342
Valeo Financial Advisors
Indiana
$306K -$17.4K -326 -5%
BTW
343
Boston Trust Walden
Massachusetts
$303K
WIA
344
World Investment Advisors
California
$301K -$108K -2,013 -26%
WAP
345
Wealthcare Advisory Partners
Pennsylvania
$300K +$301K +5,634 New
SW
346
SVB Wealth
Massachusetts
$298K
PIA
347
Pinion Investment Advisors
Kansas
$295K +$295K +5,528 New
AA
348
Alesco Advisors
New York
$293K -$3.38M -63,300 -92%
Lido Advisors
349
Lido Advisors
California
$290K -$32.2K -603 -10%
BWA
350
Beam Wealth Advisors
Louisiana
$287K -$9.41K -176 -3%