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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CYG
476
Clean Yield Group
Vermont
$225K -$36.6K -800 -14%
KWA
477
Kingswood Wealth Advisors
California
$222K -$47.1K -1,030 -18%
IWM
478
IHT Wealth Management
Illinois
$221K +$218K +4,768 New
IA
479
IFG Advisory
Georgia
$221K -$23.7K -519 -10%
AA
480
Armis Advisers
Georgia
$218K -$31.7K -694 -13%
CIBC Private Wealth Group
481
CIBC Private Wealth Group
Georgia
$217K +$156K +3,421 +258%
SAG
482
SageView Advisory Group
California
$213K +$211K +4,605 New
CJ
483
Caitlin John
Michigan
$213K
EPW
484
Endeavor Private Wealth
Kansas
$212K +$210K +4,586 New
HR
485
Howe & Rusling
New York
$211K +$197K +4,310 +1,677%
PTC
486
Private Trust Company
Ohio
$211K +$36.2K +791 +21%
EWA
487
Etesian Wealth Advisors
Oregon
$209K -$158K -3,464 -43%
RFS
488
Richardson Financial Services
Massachusetts
$207K +$13.1K +286 +7%
JLBC
489
J.L. Bainbridge & Co
Florida
$206K
EWA
490
Exencial Wealth Advisors
Oklahoma
$205K -$34.6K -757 -15%
LRWM
491
Lord & Richards Wealth Management
Colorado
$204K -$51.7K -1,130 -20%
OFP
492
OFC Financial Planning
New Jersey
$202K +$199K +4,353 New
RCM
493
Raleigh Capital Management
North Carolina
$184K +$8.28K +181 +5%
BFPW
494
BOK Financial Private Wealth
Colorado
$182K
FNWM
495
Financial Network Wealth Management
Utah
$182K +$180K +3,946 New
AIC
496
Archer Investment Corporation
Indiana
$181K -$45.2K -989 -20%
CCM
497
Coldstream Capital Management
Washington
$177K +$174K +3,814 New
CPA
498
Cardiff Park Advisors
California
$166K +$777 +17 +0.5%
EWA
499
EP Wealth Advisors
California
$162K +$160K +3,493 New
IA
500
IFP Advisors
Florida
$162K -$16.4K -359 -9%