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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
351
Balboa Wealth Partners
Arizona
$641K +$100K +2,190 +19%
VCM
352
Versant Capital Management
Arizona
$637K -$74.3K -1,625 -11%
MWM
353
Modera Wealth Management
New Jersey
$637K -$264K -5,763 -30%
KA
354
Kure Advisory
Minnesota
$635K +$627K +13,718 New
T
355
Transce3nd
Texas
$627K +$30.8K +674 +5%
AAS
356
Ameritas Advisory Services
Nebraska
$616K -$37.1K -812 -6%
PFG
357
PAX Financial Group
Texas
$591K -$152K -3,319 -21%
CA
358
Continuum Advisory
Idaho
$583K -$37.4K -819 -6%
ACM
359
Absolute Capital Management
Pennsylvania
$572K +$39.1K +856 +7%
BBA
360
Braun-Bostich & Associates
Pennsylvania
$561K -$99.3K -2,171 -15%
IP
361
Ignite Planners
California
$560K +$44.1K +965 +9%
PCIA
362
Prime Capital Investment Advisors
Kansas
$550K +$543K +11,869 New
DW30
363
Drucker Wealth 3.0
New Jersey
$547K -$400K -8,745 -43%
AW
364
Alteri Wealth
California
$546K +$36.3K +794 +7%
Fidelity Investments
365
Fidelity Investments
Massachusetts
$538K +$37.6K +822 +8%
TPI
366
Trust Point Inc
Wisconsin
$535K +$44.4K +972 +9%
PJSIMP
367
P.J. Schmidt Investment Management (PJS)
Wisconsin
$532K -$88.8K -1,942 -14%
HIM
368
Hanlon Investment Management
New Jersey
$530K -$2.11M -46,050 -80%
PFM
369
Potomac Fund Management
Florida
$530K -$25.4K -556 -5%
TPW
370
Talon Private Wealth
Florida
$521K +$62.5K +1,367 +14%
CA
371
Cambridge Advisors
Nebraska
$519K
Koshinski Asset Management
372
Koshinski Asset Management
Illinois
$516K -$6.45K -141 -1%
SGI
373
Summit Global Investments
Utah
$501K -$18.3K -400 -4%
CPA
374
Capital Performance Advisors
California
$499K +$493K +10,778 New
IWC
375
Integrated Wealth Concepts
Massachusetts
$496K -$46.5K -1,018 -9%