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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
676
Medallion Wealth Advisors
Connecticut
$1.56K – – –
SA
677
Strategic Advocates
Utah
$1.51K +$1.51K +32 New
DFA
678
DHJJ Financial Advisors
Illinois
$1.41K – – –
UFPG
679
United Financial Planning Group
New York
$1.36K – – –
RFA
680
Register Financial Advisors
Georgia
$1.27K – – –
TFG
681
Team Financial Group
California
$1.22K +$1.23K +26 New
VR
682
Vision Retirement
New Jersey
$1.22K +$1.23K +26 New
CFG
683
Clayton Financial Group
Missouri
$1.18K +$1.18K +25 New
NMG
684
New Millennium Group
Utah
$1.04K – – –
WWA
685
Wealth Watch Advisors
Colorado
$989 -$56.8K -1,205 -98%
MFC
686
Morris Financial Concepts
South Carolina
$989 – – –
RCM
687
Richardson Capital Management
Wisconsin
$706 +$707 +15 New
AW
688
Affinity Wealth
Ohio
$612 +$612 +13 New
TCOV
689
Trust Company of Vermont
Vermont
$565 +$565 +12 New
IF
690
Integrity Financial
Wyoming
$518 – – –
KG
691
Kilter Group
New York
$518 – – –
MAFA
692
MJT & Associates Financial Advisory
Minnesota
$476 – – –
SWIM
693
Smallwood Wealth Investment Management
New Jersey
$470 – – –
CCMI
694
Creative Capital Management Investments
California
$377 – – –
HWM
695
HighMark Wealth Management
Minnesota
$218 – – –
BMC
696
Bear Mountain Capital
Washington
$94 -$2.35K -50 -96%
AFC
697
Ares Financial Consulting
California
$78 +$94 +2 New
CIAS
698
CBIZ Investment Advisory Services
Ohio
$26 – – –
Kovitz Investment Group Partners
699
Kovitz Investment Group Partners
Illinois
– -$107M -2,271,932 Closed
GC
700
Garde Capital
Washington
– -$38.2M -813,559 Closed