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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$5.88M +$2.71M +58,236 +88%
FFWA
152
Forthright Family Wealth Advisory
Texas
$5.82M -$589K -12,633 -9%
BTI
153
Blue Trust Inc
Georgia
$5.74M +$3.25M +69,676 +123%
APC
154
Aspire Private Capital
North Carolina
$5.56M +$175K +3,765 +3%
SAM
155
Smartleaf Asset Management
Massachusetts
$5.53M +$1.71M +36,789 +46%
SW
156
Simplicity Wealth
New Jersey
$5.5M -$629K -13,506 -10%
PF
157
Parker Financial
Washington
$5.47M -$101K -2,166 -2%
PPWP
158
Premier Path Wealth Partners
New Jersey
$5.43M +$410K +8,798 +8%
CFGS
159
Concourse Financial Group Securities
Alabama
$5.36M -$396K -8,507 -7%
MWM
160
Marion Wealth Management
Pennsylvania
$5.23M +$233K +5,001 +5%
HSBC Holdings
161
HSBC Holdings
United Kingdom
$5.13M +$1.95M +41,927 +63%
SAI
162
Savvy Advisors Inc
New York
$5.12M +$2.55M +54,812 +102%
OBWG
163
Onyx Bridge Wealth Group
New York
$4.95M +$4.33M +92,992 +786%
PCA
164
Prosperity Capital Advisors
Ohio
$4.94M +$1.38M +29,632 +39%
BHPW
165
Beverly Hills Private Wealth
California
$4.91M -$754K -16,194 -13%
UA
166
Unison Advisors
District of Columbia
$4.79M +$194K +4,166 +4%
SP
167
SWS Partners
Ohio
$4.73M +$90.4K +1,940 +2%
CAM
168
Chandler Asset Management
California
$4.66M +$1.08M +23,175 +31%
BCM
169
Brookstone Capital Management
Illinois
$4.43M +$1.12K +24 +0%
SSA
170
Schonfeld Strategic Advisors
New York
$4.27M +$145K +3,112 +4%
HFS
171
Horizon Financial Services
North Carolina
$4.27M -$171K -3,665 -4%
Cerity Partners
172
Cerity Partners
New York
$4.22M -$1.86K -40 -0%
BRWA
173
B. Riley Wealth Advisors
Florida
$4.2M -$237K -5,091 -5%
SFG
174
Sovereign Financial Group
Connecticut
$4.12M +$365K +7,843 +10%
PWM
175
Perigon Wealth Management
California
$4.11M +$4.05M +87,012 New