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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
701
Birchbrook
Maine
$1.41K +$1.4K +30 New
HFS
702
Horizon Financial Services
North Carolina
$1.36K – – –
RFA
703
Register Financial Advisors
Georgia
$1.26K – – –
OC
704
Oakworth Capital
Alabama
$1.26K +$1.26K +27 New
VR
705
Vision Retirement
New Jersey
$1.22K -$23.3K -498 -95%
M
706
MOTCO
Texas
$1.12K – – –
MFC
707
Morris Financial Concepts
South Carolina
$983 – – –
NRG
708
Nemes Rush Group
Michigan
$983 – – –
JWA
709
JFS Wealth Advisors
Pennsylvania
$843 +$842 +18 New
MAFA
710
MJT & Associates Financial Advisory
Minnesota
$473 – – –
SWIM
711
Smallwood Wealth Investment Management
New Jersey
$468 – – –
CCMI
712
Creative Capital Management Investments
California
$374 – – –
MAS
713
MPWM Advisory Solutions
Georgia
$286 – – –
Russell Investments Group
714
Russell Investments Group
United Kingdom
$281 +$281 +6 New
MWM
715
Mosley Wealth Management
California
$234 – – –
HWM
716
HighMark Wealth Management
Minnesota
$220 – – –
BMC
717
Bear Mountain Capital
Washington
$93 – – –
DWM
718
Darwin Wealth Management
Florida
$28 – – –
CIAS
719
CBIZ Investment Advisory Services
Ohio
$26 – – –
KA
720
Kozak & Associates
Colorado
$23 -$20.3K -433 Closed
MYIA
721
Mount Yale Investment Advisors
Colorado
– -$7.78M -165,640 Closed
DWP
722
Destiny Wealth Partners
Florida
– -$6.81M -145,153 Closed
WAM
723
Worth Asset Management
Texas
– -$5.98M -127,361 Closed
JFG
724
Jefferies Financial Group
New York
– -$2.41M -51,269 Closed
PL
725
Protective Life
Alabama
– -$1.72M -36,637 Closed