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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
351
Ameritas Advisory Services
Nebraska
$642K +$21.9K +477 +3%
Bank of Nova Scotia
352
Bank of Nova Scotia
Ontario, Canada
$633K -$17.2M -374,200 -96%
PJSIMP
353
P.J. Schmidt Investment Management (PJS)
Wisconsin
$609K
SWTS
354
Stonehaven Wealth & Tax Solutions
Wisconsin
$608K +$617K +13,420 New
CA
355
Continuum Advisory
Idaho
$608K +$45.2K +984 +8%
SP
356
Saranac Partners
$607K +$616K +13,395 New
SAM
357
Seelaus Asset Management
New Jersey
$606K +$29.6K +643 +5%
T
358
Transce3nd
Texas
$583K +$592K +12,866 New
LFAS
359
Level Four Advisory Services
Texas
$583K -$1.01K -22 -0.2%
LIA
360
LifePlan Investment Advisors
North Carolina
$579K +$92.1K +2,003 +19%
PFM
361
Potomac Fund Management
Florida
$554K +$562K +12,212 New
TPW
362
Transatlantique Private Wealth
New York
$545K -$157K -3,415 -22%
WWM
363
Western Wealth Management
Colorado
$544K -$95.4K -2,075 -15%
FFA
364
Farther Finance Advisors
California
$536K +$11.9K +259 +2%
IWC
365
Integrated Wealth Concepts
Massachusetts
$532K +$164K +3,564 +44%
BWP
366
Balboa Wealth Partners
Arizona
$529K +$44.1K +958 +9%
ACM
367
Absolute Capital Management
Pennsylvania
$521K +$69.8K +1,518 +15%
Koshinski Asset Management
368
Koshinski Asset Management
Illinois
$512K -$36.9K -803 -7%
WANY
369
Wealthspire Advisors (New York)
New York
$510K +$267K +5,800 +106%
SGI
370
Summit Global Investments
Utah
$509K +$18.4K +401 +4%
CA
371
Cambridge Advisors
Nebraska
$508K
IP
372
Ignite Planners
California
$507K +$38K +826 +8%
AW
373
Alteri Wealth
California
$498K +$505K +10,988 New
Fidelity Investments
374
Fidelity Investments
Massachusetts
$490K -$223K -4,847 -31%
LA
375
Lifeworks Advisors
Michigan
$488K +$7.86K +171 +2%