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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
451
William Blair & Company
Illinois
$269K +$132K +2,865 +93%
FTS
452
Fifth Third Securities
Ohio
$268K -$72.3K -1,572 -21%
KWA
453
Kingswood Wealth Advisors
California
$265K +$268K +5,834 New
AFG
454
Atomi Financial Group
New York
$258K +$30.1K +654 +13%
CYG
455
Clean Yield Group
Vermont
$256K -$11K -240 -4%
CIS
456
Continental Investors Services
Washington
$256K +$414 +9 +0.2%
PWS
457
Proactive Wealth Strategies
Georgia
$256K +$8.97K +195 +4%
Qube Research & Technologies (QRT)
458
Qube Research & Technologies (QRT)
United Kingdom
$252K +$161K +3,502 +170%
FLA
459
Financial Life Advisors
Texas
$251K
LRWM
460
Lord & Richards Wealth Management
Colorado
$251K +$254K +5,534 New
PSFG
461
Park Square Financial Group
Georgia
$250K +$254K +5,514 New
HIP
462
HUB Investment Partners
Texas
$249K -$3.13K -68 -1%
PFG
463
Pacific Financial Group
Washington
$248K -$736 -16 -0.3%
TTWM
464
TCV Trust & Wealth Management
Virginia
$247K
FLPIM
465
F.L. Putnam Investment Management
Massachusetts
$246K -$20.1K -437 -7%
CIC
466
Cutler Investment Counsel
Oregon
$245K -$97.6K -2,122 -28%
AA
467
Armis Advisers
Georgia
$245K +$249K +5,405 New
KFS
468
Kelly Financial Services
Massachusetts
$240K -$209K -4,547 -46%
IA
469
IFG Advisory
Georgia
$239K +$243K +5,281 New
PP
470
Patten & Patten
Tennessee
$237K -$13.8K -300 -5%
EWA
471
Exencial Wealth Advisors
Oklahoma
$235K -$22.9K -499 -9%
FA
472
FSA Advisors
Michigan
$230K -$534K -11,616 -70%
YIM
473
Yoffe Investment Management
Pennsylvania
$229K +$232K +5,051 New
SP
474
Successful Portfolios
Florida
$229K +$23.6K +513 +11%
NL
475
NWAM LLC
Washington
$223K -$10.9K -236 -5%