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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
451
Steward Partners Investment Advisory
New York
$239K +$29.2K +626 +14%
IAN
452
Integrated Advisors Network
Texas
$238K -$1.54K -33 -0.7%
AFG
453
Atomi Financial Group
New York
$238K +$235K +5,041 New
PIA
454
Pinion Investment Advisors
Kansas
$231K +$20.3K +435 +10%
TA
455
TrueWealth Advisors
Alabama
$231K -$54.8K -1,177 -19%
TW
456
Transform Wealth
Colorado
$228K +$16.6K +356 +8%
GLA
457
Good Life Advisors
Pennsylvania
$228K +$225K +4,828 New
AFP
458
Alpha Financial Partners
Kentucky
$226K +$223K +4,783 New
EFG
459
Ehrlich Financial Group
California
$226K +$223K +4,783 New
COCM
460
Charter Oak Capital Management
New Hampshire
$219K -$7.36K -158 -3%
Citadel Advisors
461
Citadel Advisors
Florida
$217K +$214K +4,604 New
SP
462
Successful Portfolios
Florida
$214K +$211K +4,528 New
TCPW
463
Twin City Private Wealth
North Carolina
$211K +$208K +4,465 New
JLBC
464
J.L. Bainbridge & Co
Florida
$210K +$207K +4,445 New
CJ
465
Caitlin John
Michigan
$210K -$419 -9 -0.2%
PFPT
466
Pinnacle Financial Partners (Tennessee)
Tennessee
$209K -$35.6K -765 -15%
LSAG
467
Lake Street Advisors Group
New Hampshire
$207K +$204K +4,389 New
MA
468
MONECO Advisors
Connecticut
$205K +$202K +4,337 New
LIG
469
Lokken Investment Group
Delaware
$202K +$200K +4,283 New
BFPW
470
BOK Financial Private Wealth
Colorado
$186K
RCM
471
Raleigh Capital Management
North Carolina
$181K +$5.22K +112 +3%
CPA
472
Cardiff Park Advisors
California
$167K +$1.17K +25 +0.7%
HGERS
473
Householder Group Estate & Retirement Specialist
Arizona
$155K -$13.3K -286 -8%
CA
474
Clearstead Advisors
Ohio
$149K
William Blair & Company
475
William Blair & Company
Illinois
$145K -$48.5K -1,040 -25%