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Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ME
201
McIlrath & Eck
Washington
$8K
CAL
202
Capital Analysts LLC
Pennsylvania
$7K
CFA
203
Carroll Financial Associates
North Carolina
$7K +$2.74K +53 +59%
JCM
204
Jacobi Capital Management
Pennsylvania
$7K +$5.53K +107 +315%
LWA
205
Lenox Wealth Advisors
New York
$7K +$6.87K +133 New
SF
206
Synovus Financial
Georgia
$7K +$7.39K +143 New
VCM
207
Virtue Capital Management
Tennessee
$6K -$1.03K -20 -15%
SWMG
208
Signature Wealth Management Group
Georgia
$6K
Bessemer Group
209
Bessemer Group
New Jersey
$6K +$6.3K +122 New
SIS
210
Sound Income Strategies
Florida
$5K -$5.32K -103 -52%
CFD
211
Creative Financial Designs
Indiana
$4K +$52 +1 +1%
AWMS
212
Advocacy Wealth Management Services
Georgia
$3K
CPA
213
Clear Perspective Advisors
Illinois
$3K
VFA
214
Valeo Financial Advisors
Indiana
$3K
MPPLM
215
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3K +$207 +4 +8%
DWM
216
Destination Wealth Management
California
$3K +$3.05K +59 New
GEA
217
Glen Eagle Advisors
New Jersey
$1.34K
ADL
218
Asset Dedication LLC
California
$1K +$1.03K +20 New
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.03K +20 New
CA
220
Cambridge Associates
Massachusetts
-$35.2M -671,363 Closed
IH
221
IFC Holdings
Florida
-$27M -515,467 Closed
Goldman Sachs
222
Goldman Sachs
New York
-$10.1M -192,516 Closed
SI
223
SII Investments
Wisconsin
-$10M -190,739 Closed
LG
224
Leuthold Group
Minnesota
-$6.73M -128,398 Closed
BCA
225
Berman Capital Advisors
Georgia
-$5.58M -106,501 Closed