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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
326
Valeo Financial Advisors
Indiana
$378K +$32.9K +708 +10%
RIG
327
RiverFront Investment Group
Virginia
$374K +$38.2K +824 +11%
CF
328
Centaurus Financial
California
$372K +$371K +7,994 New
CSPIA
329
Cary Street Partners Investment Advisory
Virginia
$366K -$79.1K -1,704 -18%
IP
330
Ignite Planners
California
$360K +$360K +7,746 New
RMDI
331
R.M. Davis Inc
Maine
$355K -$242K -5,217 -41%
SS
332
Simplicity Solutions
Minnesota
$353K -$51.6K -1,112 -13%
RJT
333
Raymond James Trust
Florida
$353K -$62K -1,336 -15%
Susquehanna International Group
334
Susquehanna International Group
Pennsylvania
$343K +$342K +7,363 New
ARC
335
Advisor Resource Council
Texas
$342K +$341K +7,342 New
HHRDM
336
H&H Retirement Design & Management
Nevada
$341K -$2.99M -64,424 -90%
DAS
337
Dynamic Advisor Solutions
Arizona
$338K +$11.7K +252 +4%
ZF
338
Zhang Financial
Michigan
$335K +$54.3K +1,170 +19%
TC
339
Trilogy Capital
California
$327K +$7.33K +158 +2%
Brown Advisory
340
Brown Advisory
Maryland
$324K +$323K +6,967 New
OBWG
341
Onyx Bridge Wealth Group
New York
$324K -$29.8K -641 -8%
LIA
342
LBMC Investment Advisors
Tennessee
$315K
MFC
343
Mechanics Financial Corp
Ohio
$313K +$9.38K +202 +3%
BCM
344
Boltwood Capital Management
California
$312K
TA
345
TrueWealth Advisors
Alabama
$304K -$54.8K -1,180 -15%
BAM
346
Belpointe Asset Management
Nevada
$300K
JIC
347
Joel Isaacson & Co
New York
$299K -$33.2K -715 -10%
WP
348
WealthShield Partners
North Carolina
$296K +$295K +6,367 New
NRI
349
NFP Retirement Inc
California
$294K +$186 +4 +0.1%
RCAG
350
Rehmann Capital Advisory Group
Michigan
$293K -$20.8K -448 -7%