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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
COCM
651
Charter Oak Capital Management
New Hampshire
-$209K -4,618 Closed
AP
652
Appleton Partners
Massachusetts
-$204K -4,501 Closed
PIA
653
Pinion Investment Advisors
Kansas
-$204K -4,493 Closed
Baird Financial Group
654
Baird Financial Group
Wisconsin
-$203K -4,487 Closed
BL
655
BCWM LLC
Kansas
-$200K -4,417 Closed
WAG
656
Windsor Advisory Group
Ohio
-$93.8K -2,068 Closed
AWM
657
Avior Wealth Management
Nebraska
-$76.1K -1,679 Closed
GM
658
GeoWealth Management
Illinois
-$47.7K -1,052 Closed
PIS
659
POM Investment Strategies
North Carolina
-$37.1K -818 Closed
MFC
660
Mechanics Financial Corp
Ohio
-$29K -640 Closed
UCB
661
United Community Bank
South Carolina
-$13.4K -296 Closed
SC
662
SouthState Corp
Florida
-$11.5K -253 Closed
GTAM
663
Global Trust Asset Management
Florida
-$7.07K -156 Closed
MFS
664
Mattson Financial Services
Michigan
-$6.66K -141 Closed
SAM
665
Synergy Asset Management
Washington
-$6.66K -141 Closed
GIA
666
GHP Investment Advisors
Colorado
-$6.12K -135 Closed
BNP Paribas Financial Markets
667
BNP Paribas Financial Markets
France
-$5.8K -128 Closed
EW
668
Element Wealth
Mississippi
-$5.53K -122 Closed
MCM
669
Mainstream Capital Management
California
-$5.44K -120 Closed
HWP
670
Highline Wealth Partners
California
-$4.67K -103 Closed
MFG
671
Menard Financial Group
Texas
-$4.49K -99 Closed
GA
672
GoalVest Advisory
New York
-$3.4K -75 Closed
CFB
673
Cullen/Frost Bankers
Texas
-$3.35K -74 Closed
HPIA
674
Hamilton Point Investment Advisors
North Carolina
-$2.45K -54 Closed
VWM
675
Venturi Wealth Management
Texas
-$2.07K -46 Closed