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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
351
Cary Street Partners Investment Advisory
Virginia
$339K -$23.1K -500 -6%
RMDI
352
R.M. Davis Inc
Maine
$334K -$17.1K -369 -5%
TC
353
Trilogy Capital
California
$328K +$5.6K +121 +2%
BCM
354
Boltwood Capital Management
California
$325K +$16.6K +358 +5%
VFA
355
Valeo Financial Advisors
Indiana
$323K -$50.8K -1,098 -14%
Brown Advisory
356
Brown Advisory
Maryland
$320K
MFC
357
Mechanics Financial Corp
Ohio
$315K +$6.01K +130 +2%
LIA
358
LBMC Investment Advisors
Tennessee
$311K
IDA
359
Intelligence Driven Advisers
California
$298K -$1.05M -22,749 -78%
JIC
360
Joel Isaacson & Co
New York
$296K
FA
361
FDx Advisors
Illinois
$294K +$296K +6,398 New
WP
362
WealthShield Partners
North Carolina
$293K
SPC
363
Sigma Planning Corp
Michigan
$292K +$85.5K +1,849 +41%
3LCM
364
3D/L Capital Management
Connecticut
$290K -$184K -3,984 -39%
AL
365
ACAS LLC
California
$288K -$185 -4 -0.1%
TA
366
TrueWealth Advisors
Alabama
$288K -$12.7K -274 -4%
BC
367
Barrett & Company
Rhode Island
$283K +$833 +18 +0.3%
IWC
368
Integrated Wealth Concepts
Massachusetts
$277K -$2.22K -48 -0.8%
PFPT
369
Pinnacle Financial Partners (Tennessee)
Tennessee
$277K -$5.74K -124 -2%
GIA
370
Gladstone Institutional Advisory
Florida
$268K -$204K -4,412 -43%
GSEP
371
Golden State Equity Partners
California
$265K +$10.2K +220 +4%
P
372
Pitcairn
Pennsylvania
$262K
BPA
373
Beacon Pointe Advisors
California
$253K +$254K +5,491 New
KFGK
374
Keystone Financial Group (Kentucky)
Kentucky
$252K +$253K +5,474 New
TTWM
375
TCV Trust & Wealth Management
Virginia
$250K -$29.4K -635 -10%