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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
476
William Blair & Company
Illinois
$226K -$48.1K -1,051 -18%
CYG
477
Clean Yield Group
Vermont
$225K -$36.6K -800 -14%
KWA
478
Kingswood Wealth Advisors
California
$222K -$47.1K -1,030 -18%
IWM
479
IHT Wealth Management
Illinois
$221K +$218K +4,768 New
IA
480
IFG Advisory
Georgia
$221K -$23.7K -519 -10%
AA
481
Armis Advisers
Georgia
$218K -$31.7K -694 -13%
CIBC Private Wealth Group
482
CIBC Private Wealth Group
Georgia
$217K +$156K +3,421 +258%
SAG
483
SageView Advisory Group
California
$213K +$211K +4,605 New
CJ
484
Caitlin John
Michigan
$213K – – –
EPW
485
Endeavor Private Wealth
Kansas
$212K +$210K +4,586 New
HR
486
Howe & Rusling
New York
$211K +$197K +4,310 +1,677%
PTC
487
Private Trust Company
Ohio
$211K +$36.2K +791 +21%
EWA
488
Etesian Wealth Advisors
Oregon
$209K -$158K -3,464 -43%
RFS
489
Richardson Financial Services
Massachusetts
$207K +$13.1K +286 +7%
JLBC
490
J.L. Bainbridge & Co
Florida
$206K – – –
EWA
491
Exencial Wealth Advisors
Oklahoma
$205K -$34.6K -757 -15%
LRWM
492
Lord & Richards Wealth Management
Colorado
$204K -$51.7K -1,130 -20%
OFP
493
OFC Financial Planning
New Jersey
$202K +$199K +4,353 New
RCM
494
Raleigh Capital Management
North Carolina
$184K +$8.28K +181 +5%
BFPW
495
BOK Financial Private Wealth
Colorado
$182K – – –
FNWM
496
Financial Network Wealth Management
Utah
$182K +$180K +3,946 New
AIC
497
Archer Investment Corporation
Indiana
$181K -$45.2K -989 -20%
CCM
498
Coldstream Capital Management
Washington
$177K +$174K +3,814 New
CPA
499
Cardiff Park Advisors
California
$166K +$777 +17 +0.5%
EWA
500
EP Wealth Advisors
California
$162K +$160K +3,493 New