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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
376
Atomi Financial Group
New York
$756K +$107K +2,282 +16%
AFC
377
Avise Financial Cooperative
California
$753K -$1.12K -24 -0.1%
TFA
378
Transamerica Financial Advisors
Florida
$749K +$135K +2,883 +22%
RWIA
379
Roger Wittlin Investment Advisory
California
$747K -$339K -7,239 -31%
LFAS
380
Level Four Advisory Services
Texas
$736K +$27.5K +587 +4%
AW
381
Alteri Wealth
California
$726K +$55.6K +1,189 +8%
AA
382
Advisory Alpha
Michigan
$703K -$79.1K -1,690 -10%
AMPWP
383
Alvarez & Marsal Private Wealth Partners
Florida
$701K
IP
384
Ignite Planners
California
$688K +$16.6K +354 +2%
AWE
385
Avidian Wealth Enterprises
Texas
$682K +$7.58K +162 +1%
TIM
386
Tortoise Investment Management
New York
$678K -$16.1K -345 -2%
NWM
387
Navigation Wealth Management
Colorado
$662K +$7.53K +161 +1%
PWS
388
Proactive Wealth Strategies
Georgia
$661K +$936 +20 +0.1%
MWM
389
Modera Wealth Management
New Jersey
$642K -$4.96K -106 -0.8%
RWP
390
RWA Wealth Partners
Massachusetts
$637K -$32.4K -693 -5%
LJAC
391
L.J. Altfest & Co
New York
$635K +$7.53K +161 +1%
BWM
392
BAM Wealth Management
Colorado
$634K +$36.6K +783 +6%
TPA
393
Trivium Point Advisory
Connecticut
$628K +$628K +13,423 New
IAA
394
Independent Advisor Alliance
North Carolina
$626K -$702K -15,004 -53%
Northern Trust
395
Northern Trust
Illinois
$621K +$287K +6,143 +86%
EIP
396
Ellis Investment Partners
Pennsylvania
$619K +$115K +2,452 +23%
IWA
397
IVC Wealth Advisors
Pennsylvania
$615K -$16.1K -345 -3%
TA
398
TFB Advisors
Kansas
$607K +$5.1K +109 +0.8%
OIA
399
OneDigital Investment Advisors
Kansas
$602K -$1.1M -23,552 -65%
SF
400
Summit Financial
New Jersey
$602K +$337K +7,212 +128%