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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ERIM
51
Eagle Ridge Investment Management
Connecticut
$22.6M +$374K +6,908 +2%
DCM
52
DeGreen Capital Management
Arizona
$21.8M +$8.01M +148,027 +58%
RWM
53
RKL Wealth Management
Pennsylvania
$20.9M +$1.14M +21,153 +6%
ACM
54
Advisors Capital Management
New Jersey
$20.6M +$20.6M +380,279 New
SAMC
55
Spectrum Asset Management (California)
California
$20.5M +$8.17M +151,085 +66%
Mirae Asset Global Investments
56
Mirae Asset Global Investments
South Korea
$20.4M +$617K +11,408 +3%
Truist Financial
57
Truist Financial
North Carolina
$20.2M +$661K +12,220 +3%
SKK
58
Shepherd Kaplan Krochuk
Massachusetts
$19.3M +$2.57M +47,516 +15%
FNBOH
59
First National Bank of Hutchinson
Kansas
$18.9M +$4.07M +75,267 +27%
OMC
60
Old Mission Capital
Illinois
$18.3M +$18.3M +338,795 New
OWM
61
OneAscent Wealth Management
Alabama
$18.2M +$18.2M +336,174 New
TLFA
62
True Link Financial Advisors
California
$18M +$18M +333,322 New
RVPG
63
Relative Value Partners Group
$18M +$619K +11,446 +4%
WPWM
64
Windward Private Wealth Management
Kansas
$17.7M +$17.7M +327,314 New
MD
65
Money Design
Japan
$17.4M +$1.99M +36,714 +13%
FLA
66
Financial Life Advisors
Texas
$17.1M +$779K +14,393 +5%
MML Investors Services
67
MML Investors Services
Massachusetts
$16.1M -$3.88M -71,712 -19%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$15.6M +$798K +14,744 +5%
EFSCE
69
Enterprise Financial Services Corp (EFSC)
Missouri
$15.5M +$23.9K +441 +0.2%
AFS
70
Annapolis Financial Services
Maryland
$15.4M +$15.4M +285,458 New
AAMA
71
Advanced Asset Management Advisors
Ohio
$15.3M +$15.3M +283,000 New
HWA
72
Heartwood Wealth Advisors
Virginia
$15.2M +$489K +9,046 +3%
VWA
73
Visionary Wealth Advisors
Illinois
$15.1M +$1.27M +23,429 +9%
Renaissance Technologies
74
Renaissance Technologies
New York
$14.2M +$8.97M +165,900 +172%
MPW
75
MA Private Wealth
California
$14.2M +$13.1M +241,521 +1,179%