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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
451
Turtle Creek Wealth Advisors
Texas
$284K +$280K +6,120 New
PP
452
Patten & Patten
Tennessee
$283K
SFS
453
Sowell Financial Services
Arkansas
$282K -$45.8K -1,000 -14%
VAG
454
VisionPoint Advisory Group
Texas
$276K +$273K +5,956 New
BEI
455
Benjamin Edwards Inc
Missouri
$275K +$271K +5,932 New
PFPT
456
Pinnacle Financial Partners (Tennessee)
Tennessee
$275K -$11.4K -250 -4%
PWS
457
Proactive Wealth Strategies
Georgia
$269K +$2.88K +63 +1%
PTC
458
Private Trust Company
Ohio
$266K +$54.2K +1,185 +26%
AIM
459
Advyzon Investment Management
Illinois
$264K +$261K +5,707 New
AQR Capital Management
460
AQR Capital Management
Connecticut
$263K -$77.6K -1,695 -23%
RFP
461
RCS Financial Planning
Maryland
$260K +$257K +5,613 New
AUB
462
Atlantic Union Bankshares
Virginia
$257K +$254K +5,555 New
BAM
463
Belpointe Asset Management
Nevada
$256K -$49.7K -1,085 -16%
WCFA
464
Walkner Condon Financial Advisors
Wisconsin
$256K -$33.2K -725 -12%
Janus Henderson Group
465
Janus Henderson Group
$252K -$3.85M -84,216 -94%
FLPIM
466
F.L. Putnam Investment Management
Massachusetts
$248K -$3.16K -69 -1%
RFG
467
REAP Financial Group
Texas
$248K -$17.2K -376 -7%
CIAS
468
Capital Investment Advisory Services
North Carolina
$245K -$5.45K -119 -2%
AWM
469
Apollon Wealth Management
South Carolina
$245K +$241K +5,277 New
RF
470
Rossby Financial
Florida
$243K +$3.57K +78 +2%
KWM
471
Kingsview Wealth Management
Oregon
$235K -$43K -940 -16%
YIM
472
Yoffe Investment Management
Pennsylvania
$234K
SP
473
Successful Portfolios
Florida
$234K -$3.02K -66 -1%
ELM
474
Elite Life Management
Florida
$234K
William Blair & Company
475
William Blair & Company
Illinois
$232K +$5.67K +124 +3%