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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
351
EP Wealth Advisors
California
$354K +$364K +8,075 New
P
352
Pitcairn
Pennsylvania
$350K +$103K +2,292 +40%
GIM
353
Goelzer Investment Management
Indiana
$346K +$356K +7,896 New
CYG
354
Clean Yield Group
Vermont
$345K -$901 -20 -0.3%
SJL
355
Shayne & Jacobs LLC
Tennessee
$340K +$350K +7,760 New
RJT
356
Raymond James Trust
Florida
$328K +$1.53K +34 +0.5%
BPA
357
Beacon Pointe Advisors
California
$321K +$83K +1,843 +34%
MFC
358
Mechanics Financial Corp
Ohio
$320K +$20.7K +460 +7%
HHRDM
359
H&H Retirement Design & Management
Nevada
$316K -$1.8K -40 -0.5%
LAM
360
LifePro Asset Management
California
$313K +$323K +7,160 New
CSPIA
361
Cary Street Partners Investment Advisory
Virginia
$311K -$11.4K -252 -3%
AL
362
ACAS LLC
California
$309K +$35.9K +797 +13%
TC
363
Trilogy Capital
California
$299K -$14.2K -316 -4%
Brown Advisory
364
Brown Advisory
Maryland
$299K -$6.4K -142 -2%
LIA
365
LBMC Investment Advisors
Tennessee
$289K
JIC
366
Joel Isaacson & Co
New York
$282K
WCFA
367
Walkner Condon Financial Advisors
Wisconsin
$280K -$95.3K -2,115 -25%
PFG
368
Pacific Financial Group
Washington
$278K +$66.4K +1,473 +30%
TA
369
TrueWealth Advisors
Alabama
$271K -$3.24K -72 -1%
BC
370
Barrett & Company
Rhode Island
$271K +$1.13K +25 +0.4%
SCA
371
Snowden Capital Advisors
New York
$267K -$325K -7,211 -54%
OBWG
372
Onyx Bridge Wealth Group
New York
$265K +$53.2K +1,180 +24%
PFPT
373
Pinnacle Financial Partners (Tennessee)
Tennessee
$263K
WMA
374
West Michigan Advisors
Michigan
$263K -$272K -6,040 -50%
SAG
375
SageView Advisory Group
California
$259K +$26.7K +592 +11%