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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFG
501
REAP Financial Group
Texas
$243K -$54.5K -1,158 -18%
BAM
502
Belpointe Asset Management
Nevada
$242K +$1.32K +28 +0.5%
GSWM
503
Golden State Wealth Management
California
$242K +$377 +8 +0.2%
Brown Advisory
504
Brown Advisory
Maryland
$241K +$2.87K +61 +1%
FIM
505
Freedom Investment Management
Connecticut
$241K +$13.5K +286 +6%
RFS
506
Richardson Financial Services
Massachusetts
$240K +$12.2K +260 +5%
MW
507
Merited Wealth
Florida
$238K +$238K +5,060 New
SOS
508
Silver Oak Securities
Tennessee
$238K -$20.9K -444 -8%
ELM
509
Elite Life Management
Florida
$238K
YIM
510
Yoffe Investment Management
Pennsylvania
$238K
FHA
511
Flagship Harbor Advisors
Massachusetts
$235K +$8.01K +170 +4%
CFG
512
Carter Financial Group
Illinois
$234K -$9.99K -212 -4%
CIBC Private Wealth Group
513
CIBC Private Wealth Group
Georgia
$233K -$30.7K -651 -12%
SP
514
Successful Portfolios
Florida
$232K -$5.42K -115 -2%
PF
515
Phoenix Financial
Israel
$225K -$98K -2,080 -30%
LWM
516
LongView Wealth Management
Georgia
$224K -$81.2K -1,723 -27%
EC
517
Elequin Capital
New York
$221K +$221K +4,700 New
CJ
518
Caitlin John
Michigan
$221K +$4.38K +93 +2%
SWP
519
Strategic Wealth Partners
Ohio
$220K +$4.24K +90 +2%
AG
520
Ascent Group
Virginia
$219K -$174K -3,698 -44%
DRP
521
Decker Retirement Planning
Utah
$218K -$15.2K -323 -7%
IP
522
Indivisible Partners
Florida
$218K +$218K +4,628 New
NFG
523
Nations Financial Group
Iowa
$218K -$3.39K -72 -2%
IAS
524
Insigneo Advisory Services
Florida
$213K -$13.2K -281 -6%
DWM
525
Dakota Wealth Management
Florida
$212K +$212K +4,505 New