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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HHRDM
151
H&H Retirement Design & Management
Nevada
$3.37M +$730K +16,126 +29%
CAM
152
Clark Asset Management
New Hampshire
$3.28M +$3.27M +72,113 New
CA
153
Cetera Advisors
Colorado
$3.28M +$2.69M +59,363 +468%
Mariner
154
Mariner
Kansas
$3.22M -$166K -3,672 -5%
FLA
155
Financial Life Advisors
Texas
$3.2M -$10.4M -230,187 -77%
SFPM
156
Sensible Financial Planning & Management
Massachusetts
$3.11M +$3.09M +68,267 New
HIM
157
Hanlon Investment Management
New Jersey
$3.06M -$188K -4,147 -6%
MFG
158
Merit Financial Group
Georgia
$3M -$627K -13,844 -17%
UA
159
Unison Advisors
District of Columbia
$3M +$446K +9,854 +18%
PFM
160
Phillips Financial Management
Indiana
$3M -$988K -21,819 -25%
WEG
161
World Equity Group
Illinois
$2.96M -$19.6K -433 -0.7%
PA
162
PFG Advisors
Arizona
$2.96M +$259K +5,719 +10%
AWMNH
163
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.93M +$2.91M +64,356 New
ACM
164
AlphaStar Capital Management
North Carolina
$2.92M +$4.98K +110 +0.2%
CHAM
165
Clear Harbor Asset Management
Connecticut
$2.87M +$1.19M +26,365 +72%
RWIA
166
Roger Wittlin Investment Advisory
California
$2.78M +$2.77M +61,099 New
EWA
167
EP Wealth Advisors
California
$2.75M -$247K -5,457 -8%
EA
168
Echo45 Advisors
California
$2.7M -$19.7K -434 -0.7%
SFG
169
Sovereign Financial Group
Connecticut
$2.7M -$530K -11,698 -16%
BTI
170
Blue Trust Inc
Georgia
$2.67M +$242K +5,335 +10%
BA
171
Bard Associates
Illinois
$2.56M -$125K -2,750 -5%
GCM
172
Gallacher Capital Management
Colorado
$2.46M +$2.45M +54,046 New
FHC
173
First Heartland Consultants
Missouri
$2.43M +$45.7K +1,009 +2%
BOH
174
Bank of Hawaii
Hawaii
$2.42M -$122K -2,694 -5%
Wealth Enhancement Advisory Services
175
Wealth Enhancement Advisory Services
Minnesota
$2.37M -$480K -10,608 -17%