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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NRG
701
Nemes Rush Group
Michigan
$986 +$991 +21 New
RCM
702
Richardson Capital Management
Wisconsin
$704
BH
703
Burk Holdings
Oklahoma
$657 +$661 +14 New
KG
704
Kilter Group
New York
$517
MAFA
705
MJT & Associates Financial Advisory
Minnesota
$474
SWIM
706
Smallwood Wealth Investment Management
New Jersey
$469
CCMI
707
Creative Capital Management Investments
California
$376
MWM
708
Mascoma Wealth Management
New Hampshire
$376 +$378 +8 New
MAS
709
MPWM Advisory Solutions
Georgia
$284 +$283 +6 New
MWM
710
Mosley Wealth Management
California
$235 +$236 +5 New
HWM
711
HighMark Wealth Management
Minnesota
$219
BMC
712
Bear Mountain Capital
Washington
$94
DWM
713
Darwin Wealth Management
Florida
$28 -$6.18K -131 Closed
CIAS
714
CBIZ Investment Advisory Services
Ohio
$26
SMA
715
Seven Mile Advisory
New Jersey
-$28.6M -608,490 Closed
DAS
716
Diversify Advisory Services
Utah
-$22M -465,412 Closed
CIP
717
Capital Insight Partners
Arizona
-$16.4M -347,920 Closed
SC
718
Sykon Capital
New York
-$3.61M -76,573 Closed
VOYA Investment Management
719
VOYA Investment Management
Georgia
-$2.93M -62,151 Closed
MSFS
720
Main Street Financial Solutions
Pennsylvania
-$2.71M -57,494 Closed
CCM
721
Crabel Capital Management
California
-$1.56M -33,097 Closed
Qube Research & Technologies (QRT)
722
Qube Research & Technologies (QRT)
United Kingdom
-$889K -18,892 Closed
EP
723
Edgestream Partners
New Jersey
-$881K -18,714 Closed
RWA
724
Redhawk Wealth Advisors
Minnesota
-$713K -15,153 Closed
CAS
725
Coppell Advisory Solutions
Texas
-$714K -15,144 Closed