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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
401
Tran Capital Management
California
$394K
TPA
402
Trivium Point Advisory
Connecticut
$393K +$51.4K +1,123 +15%
SJL
403
Shayne & Jacobs LLC
Tennessee
$389K
Susquehanna International Group
404
Susquehanna International Group
Pennsylvania
$387K -$959K -20,947 -71%
AWA
405
Acorn Wealth Advisors
Michigan
$385K +$380K +8,312 New
CIS
406
Continental Investors Services
Washington
$385K +$72.7K +1,588 +24%
LA
407
Lifeworks Advisors
Michigan
$382K +$503 +11 +0.1%
SWP
408
SIMA Wealth Partners
Virginia
$380K -$3.2K -70 -0.8%
BPA
409
Beacon Pointe Advisors
California
$372K -$1.28K -28 -0.3%
LWM
410
LongView Wealth Management
Georgia
$372K -$64K -1,398 -15%
VCP
411
Verus Capital Partners
Arizona
$368K +$27K +590 +8%
NL
412
NWAM LLC
Washington
$365K +$132K +2,895 +58%
CWM
413
Cornerstone Wealth Management
Missouri
$365K +$24.7K +539 +7%
WMA
414
West Michigan Advisors
Michigan
$363K -$10.9K -238 -3%
PB
415
Pinnacle Bancorp
Nebraska
$363K
WSFS
416
Wilmington Savings Fund Society
Delaware
$360K +$52.2K +1,141 +17%
RIM
417
Redwood Investment Management
Arizona
$359K +$24.3K +531 +7%
CIC
418
Carnegie Investment Counsel
Ohio
$359K +$354K +7,745 New
WA
419
Waverly Advisors
Alabama
$357K -$10.5K -230 -3%
BWAM
420
Boyd Watterson Asset Management
Ohio
$356K +$12.5K +273 +4%
RCAG
421
Rehmann Capital Advisory Group
Michigan
$356K +$275 +6 +0.1%
WEG
422
World Equity Group
Illinois
$353K -$47.8K -1,044 -12%
LWL
423
Leo Wealth LLC
Texas
$351K +$347K +7,572 New
Corient Private Wealth
424
Corient Private Wealth
Florida
$349K -$7.83K -171 -2%
BJL
425
Brighton Jones LLC
Washington
$349K +$1.51K +33 +0.4%