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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
351
Cambridge Advisors
Nebraska
$529K
LNWWM
352
Laird Norton Wetherby Wealth Management
California
$524K -$58.8K -1,262 -10%
AWE
353
Avidian Wealth Enterprises
Texas
$512K +$8.8K +189 +2%
SGI
354
Summit Global Investments
Utah
$511K -$2.94K -63 -0.6%
LIA
355
LifePlan Investment Advisors
North Carolina
$509K +$97K +2,082 +24%
BWP
356
Balboa Wealth Partners
Arizona
$505K -$3.96K -85 -0.8%
AAM
357
Advisors Asset Management
Colorado
$503K +$178K +3,831 +56%
LA
358
Lifeworks Advisors
Michigan
$500K +$494K +10,595 New
SEP
359
Southland Equity Partners
Missouri
$492K +$5.4K +116 +1%
PI
360
PFG Investments
New York
$491K +$485K +10,405 New
IP
361
Ignite Planners
California
$490K +$33K +708 +7%
Carson Wealth (CWM LLC)
362
Carson Wealth (CWM LLC)
Nebraska
$486K -$59.9K -1,286 -11%
TPI
363
Trust Point Inc
Wisconsin
$482K +$92.8K +1,993 +24%
LFG
364
Larson Financial Group
Missouri
$480K +$64.9K +1,394 +16%
LAS
365
Lloyd Advisory Services
Georgia
$478K +$4.84K +104 +1%
ACM
366
Absolute Capital Management
Pennsylvania
$471K +$157K +3,368 +51%
PAS
367
Park Avenue Securities
New York
$468K -$81.7K -1,753 -15%
HH
368
Hilltop Holdings
Texas
$466K +$460K +9,873 New
KFS
369
Kelly Financial Services
Massachusetts
$465K +$1.49K +32 +0.3%
LWM
370
LongView Wealth Management
Georgia
$464K +$7.04K +151 +2%
CAS
371
Coppell Advisory Solutions
Texas
$463K -$9.22K -198 -2%
EH
372
Equitable Holdings
New York
$452K -$36K -772 -7%
BBA
373
Braun-Bostich & Associates
Pennsylvania
$442K -$208K -4,473 -32%
OC
374
Oppenheimer & Co
New York
$435K -$188K -4,044 -31%
TCM
375
Tran Capital Management
California
$433K