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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
351
Whittier Trust
California
$448K +$427K +9,658 New
FTS
352
Fifth Third Securities
Ohio
$439K -$8.4K -190 -2%
LAS
353
Lloyd Advisory Services
Georgia
$433K +$413K +9,342 New
MWM
354
Merriman Wealth Management
Washington
$428K +$29.5K +667 +8%
PCIA
355
Prime Capital Investment Advisors
Kansas
$423K +$5.97K +135 +2%
OBWG
356
Onyx Bridge Wealth Group
New York
$423K +$136K +3,079 +51%
ACP
357
Aveo Capital Partners
Colorado
$422K -$15.7K -354 -4%
RL
358
Rogco LP
Oklahoma
$420K -$4.36M -98,658 -92%
FLPIM
359
F.L. Putnam Investment Management
Massachusetts
$410K -$40K -905 -9%
RJT
360
Raymond James Trust
Florida
$410K +$59.9K +1,354 +18%
TNA
361
True North Advisors
Texas
$408K -$250K -5,663 -39%
CAC
362
Certified Advisory Corp
Florida
$402K +$384K +8,679 New
CC
363
Cultivar Capital
Texas
$397K +$378K +8,560 New
MCM
364
Mainstay Capital Management
Michigan
$397K -$1.1K -25 -0.3%
WWM
365
Western Wealth Management
Colorado
$396K -$37.9K -857 -9%
COCM
366
Charter Oak Capital Management
New Hampshire
$396K -$41.7K -944 -10%
SAG
367
SageView Advisory Group
California
$395K -$261K -5,911 Closed
VFPW
368
Vantage Financial Partners (Wisconsin)
Wisconsin
$394K +$376K +8,500 New
MWP
369
Meridian Wealth Partners
Pennsylvania
$393K
IFG
370
Independent Financial Group
California
$393K -$83.6K -1,890 -18%
BPA
371
Beacon Pointe Advisors
California
$392K +$49.9K +1,129 +15%
PMA
372
Prudent Man Advisors
Illinois
$391K
PJSIMP
373
P.J. Schmidt Investment Management (PJS)
Wisconsin
$390K +$378K +8,541 New
Vanguard Group
374
Vanguard Group
Pennsylvania
$384K +$366K +8,281 New
LSAG
375
Lake Street Advisors Group
New Hampshire
$381K -$273K -6,185 -43%