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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
576
Venturi Wealth Management
Texas
$2.15K – – –
POIA
577
Pin Oak Investment Advisors
Texas
$2K +$2.94K +63 New
GWSG
578
GPS Wealth Strategies Group
Colorado
$1.96K +$47 +1 +2%
GSEP
579
Golden State Equity Partners
California
$1.79K +$1.77K +38 New
BF
580
BOK Financial
Oklahoma
$1.74K +$1.72K +37 New
WWM
581
Wolff Wiese Magana
California
$1.51K -$2.19K -47 -59%
DFA
582
DHJJ Financial Advisors
Illinois
$1.42K +$1.02K +22 +275%
TPW
583
Talon Private Wealth
Florida
$1.18K +$1.17K +25 New
SRCM
584
Signature Resources Capital Management
California
$1.13K – – –
NMG
585
New Millennium Group
Utah
$1.04K -$280 -6 -21%
AW
586
Avion Wealth
Texas
$1K -$17.8K -383 -91%
TFA
587
Transamerica Financial Advisors
Florida
$1K +$93 +2 +18%
MFC
588
Morris Financial Concepts
South Carolina
$991 – – –
SMA
589
Sage Mountain Advisors
Georgia
$944 +$932 +20 New
SIS
590
Strategic Investment Solutions
Illinois
$850 – – –
PIP
591
Peachtree Investment Partners
Florida
$330 +$326 +7 New
TRCT
592
Tower Research Capital (TRC)
New York
$330 +$326 +7 New
HWM
593
HighMark Wealth Management
Minnesota
$207 – – –
RS
594
Rakuten Securities
Japan
$94 – – –
FIM
595
FWL Investment Management
Texas
$47 – – –
GEA
596
Glen Eagle Advisors
New Jersey
$21 -$47 -1 Closed
AT
597
American Trust
Kentucky
– -$16.7M -367,142 Closed
BlackRock
598
BlackRock
New York
– -$8.12M -178,815 Closed
SFC
599
Strategic Financial Concepts
Texas
– -$2.56K -118,051 Closed
AIA
600
Acute Investment Advisory
Arizona
– -$4.87M -107,286 Closed