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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFW
101
Mosaic Family Wealth
Missouri
$111K
MA
102
MUFG Americas
New York
$67K
FMII
103
Farmers & Merchants Investments Inc
Nebraska
$58K
WT
104
Whittier Trust
California
$56K
JIC
105
Joel Isaacson & Co
New York
$53K
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$36K +$5.49K +103 +18%
BCM
107
Blume Capital Management
California
$26K
MAM
108
Meeder Asset Management
Ohio
$22K +$21.8K +410 New
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$15K -$4.16K -78 -22%
IA
110
IFP Advisors
Florida
$13K -$1.16M -21,867 -99%
MFS
111
MSI Financial Services
Massachusetts
$11K -$7.99K -150 -42%
Creative Planning
112
Creative Planning
Kansas
$10K +$10.4K +196 New
WRM
113
Westport Resources Management
Connecticut
$8K
NFG
114
Next Financial Group
Texas
$8K +$7.99K +150 New
BC
115
Bartlett & Co
Ohio
$7K -$1.6K -30 -19%
Citigroup
116
Citigroup
New York
$6K
WAM
117
Wealthspire Advisors (Maryland)
Maryland
$5K
BlackRock
118
BlackRock
New York
$3K
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$2K -$28.6K -537 -94%
TIM
120
Tortoise Investment Management
New York
$2K +$2.4K +45 New
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
-$2.7M -51,291 Closed
SS
122
Simplicity Solutions
Minnesota
-$2.5M -47,468 Closed
BAC
123
Boys Arnold & Co
North Carolina
-$720K -13,662 Closed
Bank of New York Mellon
124
Bank of New York Mellon
New York
-$659K -12,508 Closed
CCS
125
Crosspoint Capital Strategies
California
-$656K -12,371 Closed