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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
476
Wealthspire Advisors (New York)
New York
$292K -$116K -2,472 -28%
PP
477
Patten & Patten
Tennessee
$292K +$3.58K +76 +1%
TCWA
478
Turtle Creek Wealth Advisors
Texas
$288K
DFA
479
Delta Financial Advisors
Louisiana
$286K +$286K +6,074 New
GAM
480
Gotham Asset Management
New York
$285K +$285K +6,057 New
TFA
481
Transamerica Financial Advisors
Florida
$285K +$94.9K +2,014 +50%
RIM
482
Redwood Investment Management
Arizona
$282K -$32.7K -695 -10%
CCFM
483
Clear Creek Financial Management
Washington
$282K -$1.28M -27,154 -82%
KWM
484
Kingsview Wealth Management
Oregon
$278K +$188 +4 +0.1%
PJSIMP
485
P.J. Schmidt Investment Management (PJS)
Wisconsin
$276K -$37.8K -803 -12%
ESB
486
Essex Savings Bank
Connecticut
$272K +$36.3K +770 +15%
GIA
487
Gladstone Institutional Advisory
Florida
$270K +$49.6K +1,053 +23%
Wealthfront Advisers
488
Wealthfront Advisers
California
$268K +$269K +5,700 New
IA
489
Integrity Alliance
Iowa
$264K +$264K +5,600 New
PFPG
490
Pinnacle Financial Partners (Georgia)
Georgia
$262K +$262K +5,556 New
PWS
491
Proactive Wealth Strategies
Georgia
$261K +$6.41K +136 +3%
SGFG
492
Silver Grove Financial Group
New York
$261K -$7.11K -151 -3%
LFG
493
Larson Financial Group
Missouri
$259K -$25.4K -540 -9%
TPA
494
Trivium Point Advisory
Connecticut
$258K -$21.9K -464 -8%
JIC
495
Joel Isaacson & Co
New York
$256K
HCA
496
Hardworking Capital Advisors
California
$253K +$253K +5,376 New
SFS
497
Sowell Financial Services
Arkansas
$251K -$14.4K -306 -5%
RF
498
Rossby Financial
Florida
$250K +$3.2K +68 +1%
SWM
499
Spire Wealth Management
Virginia
$249K +$848 +18 +0.3%
WS
500
Wedbush Securities
California
$247K -$5.79K -123 -2%