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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
701
Clayton Financial Group
Missouri
$1.17K – – –
M
702
MOTCO
Texas
$1.13K -$897 -19 -44%
MFC
703
Morris Financial Concepts
South Carolina
$986 – – –
NRG
704
Nemes Rush Group
Michigan
$986 +$991 +21 New
RCM
705
Richardson Capital Management
Wisconsin
$704 – – –
BH
706
Burk Holdings
Oklahoma
$657 +$661 +14 New
KG
707
Kilter Group
New York
$517 – – –
MAFA
708
MJT & Associates Financial Advisory
Minnesota
$474 – – –
SWIM
709
Smallwood Wealth Investment Management
New Jersey
$469 – – –
CCMI
710
Creative Capital Management Investments
California
$376 – – –
MWM
711
Mascoma Wealth Management
New Hampshire
$376 +$378 +8 New
MAS
712
MPWM Advisory Solutions
Georgia
$284 +$283 +6 New
MWM
713
Mosley Wealth Management
California
$235 +$236 +5 New
HWM
714
HighMark Wealth Management
Minnesota
$219 – – –
BMC
715
Bear Mountain Capital
Washington
$94 – – –
DWM
716
Darwin Wealth Management
Florida
$28 -$6.18K -131 Closed
CIAS
717
CBIZ Investment Advisory Services
Ohio
$26 – – –
SMA
718
Seven Mile Advisory
New Jersey
– -$28.6M -608,490 Closed
DAS
719
Diversify Advisory Services
Utah
– -$22M -465,412 Closed
CIP
720
Capital Insight Partners
Arizona
– -$16.4M -347,920 Closed
SC
721
Sykon Capital
New York
– -$3.61M -76,573 Closed
VOYA Investment Management
722
VOYA Investment Management
Georgia
– -$2.93M -62,151 Closed
MSFS
723
Main Street Financial Solutions
Pennsylvania
– -$2.71M -57,494 Closed
CCM
724
Crabel Capital Management
California
– -$1.56M -33,097 Closed
Qube Research & Technologies (QRT)
725
Qube Research & Technologies (QRT)
United Kingdom
– -$889K -18,892 Closed