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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
376
Integrated Wealth Concepts
Massachusetts
$378K +$106K +2,401 +42%
P
377
Pitcairn
Pennsylvania
$370K
Brown Advisory
378
Brown Advisory
Maryland
$368K +$49.3K +1,116 +16%
GIM
379
Goelzer Investment Management
Indiana
$366K
CSPIA
380
Cary Street Partners Investment Advisory
Virginia
$364K +$32.7K +740 +10%
SJL
381
Shayne & Jacobs LLC
Tennessee
$360K
NL
382
NWAM LLC
Washington
$356K -$68.2K -1,543 -17%
LWM
383
LongView Wealth Management
Georgia
$351K +$337K +7,631 New
TPI
384
Trust Point Inc
Wisconsin
$350K +$334K +7,557 New
CPG
385
Cornerstone Planning Group
New Jersey
$346K -$120K -2,709 -27%
HIP
386
HUB Investment Partners
Texas
$346K +$113K +2,566 +52%
Franklin Resources
387
Franklin Resources
California
$346K +$203K +4,581 +159%
EWA
388
Exencial Wealth Advisors
Oklahoma
$345K -$53.5K -1,210 -14%
AWP
389
Accretive Wealth Partners
New Jersey
$338K +$323K +7,301 New
LAM
390
LifePro Asset Management
California
$338K +$5.83K +132 +2%
HHRDM
391
H&H Retirement Design & Management
Nevada
$335K +$3.36K +76 +1%
DFA
392
DHK Financial Advisors
New Hampshire
$335K +$320K +7,228 New
CYG
393
Clean Yield Group
Vermont
$329K -$35.4K -800 -10%
WIA
394
World Investment Advisors
California
$324K -$303K -6,851 -49%
TC
395
Trilogy Capital
California
$322K +$5.13K +116 +2%
Baird Financial Group
396
Baird Financial Group
Wisconsin
$321K -$1.77M -39,963 -85%
GL
397
Graypoint LLC
New York
$321K -$182K -4,120 -37%
AL
398
ACAS LLC
California
$318K -$8.84K -200 -3%
LIA
399
LBMC Investment Advisors
Tennessee
$314K
WCFA
400
Walkner Condon Financial Advisors
Wisconsin
$303K +$5.83K +132 +2%