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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
51
Relative Value Partners Group
$18M +$17.7M +330,903 New
FA
52
Faithward Advisors
Pennsylvania
$17.7M +$5.83M +109,097 +51%
FLA
53
Financial Life Advisors
Texas
$14.5M +$679K +12,704 +5%
HWA
54
Heartwood Wealth Advisors
Virginia
$14.3M +$180K +3,365 +1%
HighTower Advisors
55
HighTower Advisors
Illinois
$12.7M +$791K +14,799 +7%
DCM
56
DeGreen Capital Management
Arizona
$12.5M -$259K -4,838 -2%
OFS
57
OneAscent Financial Services
Alabama
$11.8M -$10.1M -188,985 -47%
MD
58
Money Design
Japan
$11.8M +$1.57M +29,359 +16%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$11.2M +$8.16M +152,580 +286%
AA
60
ALPS Advisors
Colorado
$11M +$991K +18,548 +10%
AllianceBernstein
61
AllianceBernstein
Tennessee
$11M -$356K -6,657 -3%
PG
62
Proffitt & Goodson
Tennessee
$10.9M +$360K +6,727 +3%
PAS
63
Park Avenue Securities
New York
$10.5M -$10.8M -201,309 -51%
MML Investors Services
64
MML Investors Services
Massachusetts
$10.3M +$3.01M +56,275 +42%
BBNA
65
Bremer Bank National Association
Minnesota
$9.87M -$730K -13,651 -7%
KFA
66
Kays Financial Advisory
Georgia
$9.84M -$1.1M -20,672 -10%
CST
67
Charles Schwab Trust
Nevada
$9.35M -$643K -12,025 -7%
5L
68
55I LLC
Massachusetts
$9.34M +$6.55M +122,488 +248%
TTWM
69
TCV Trust & Wealth Management
Virginia
$9.13M +$536K +10,030 +6%
VWA
70
Visionary Wealth Advisors
Illinois
$9.02M +$961K +17,985 +12%
BRWA
71
B. Riley Wealth Advisors
Florida
$8.41M +$554K +10,369 +7%
CM
72
Columbus Macro
Pennsylvania
$8.4M -$1.42M -26,499 -15%
SIA
73
Sovereign Investment Advisors
Arizona
$8.4M
SEI Investments
74
SEI Investments
Pennsylvania
$8.28M -$420K -7,859 -5%
MIM
75
Morningstar Investment Management
Illinois
$8.19M +$8.03M +150,234 New