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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
SigFig Wealth Management
California
$6.11M -$46.1K -1,008 -0.8%
PPWP
152
Premier Path Wealth Partners
New Jersey
$6.11M +$532K +11,639 +10%
PF
153
PlanWiser Financial
Colorado
$5.88M +$5.85M +127,938 New
MWM
154
Marion Wealth Management
Pennsylvania
$5.71M +$386K +8,449 +7%
SW
155
Simplicity Wealth
New Jersey
$5.61M +$5.23M +114,382 +1,697%
PF
156
Parker Financial
Washington
$5.6M +$206K +4,510 +4%
FFWA
157
Forthright Family Wealth Advisory
Texas
$5.37M -$8.32K -182 -0.2%
UA
158
Unison Advisors
District of Columbia
$5.05M +$103K +2,253 +2%
PCA
159
Prosperity Capital Advisors
Ohio
$5.02M +$93.6K +2,046 +2%
CWM
160
Congress Wealth Management
Massachusetts
$4.93M -$720K -15,748 -13%
MG
161
Mather Group
Illinois
$4.9M -$1.21M -26,495 -20%
MFG
162
Mendota Financial Group
Wisconsin
$4.89M -$1.56M -34,145 -24%
PS
163
Principal Securities
Iowa
$4.88M
APC
164
Aspire Private Capital
North Carolina
$4.87M -$483K -10,566 -9%
PCA
165
Pallas Capital Advisors
Massachusetts
$4.85M -$23.2M -506,824 -83%
SF
166
SWP Financial
California
$4.84M -$1.45M -31,733 -23%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$4.83M +$43.4K +949 +0.9%
BCM
168
Brookstone Capital Management
Illinois
$4.81M +$227K +4,960 +5%
Fisher Asset Management
169
Fisher Asset Management
Washington
$4.78M -$66.3K -1,451 -1%
CM
170
Columbus Macro
Pennsylvania
$4.75M +$50.3K +1,101 +1%
OIS
171
OneAscent Investment Solutions
Alabama
$4.69M +$4.63M +101,351 New
SBLIC
172
Security Benefit Life Insurance Company
Kansas
$4.63M +$611K +13,370 +15%
OFS
173
OneAscent Financial Services
Alabama
$4.61M +$32.4K +709 +0.7%
BTI
174
Blue Trust Inc
Georgia
$4.6M -$57.2K -1,251 -1%
SFG
175
Sovereign Financial Group
Connecticut
$4.51M +$517K +11,303 +13%