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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
276
AXS Investments
New York
$1.58M +$1.56M +33,613 New
OIA
277
OneDigital Investment Advisors
Kansas
$1.57M +$307K +6,622 +25%
BAWM
278
Bennett Associates Wealth Management
Pennsylvania
$1.57M +$166K +3,568 +12%
CCFM
279
Clear Creek Financial Management
Washington
$1.56M -$1.39M -30,014 -48%
TPWA
280
TRUE Private Wealth Advisors
Oregon
$1.54M -$13.5K -290 -0.9%
ACM
281
AlphaStar Capital Management
North Carolina
$1.54M -$141K -3,036 -8%
TCMP
282
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.52M +$120K +2,595 +9%
GM
283
GeoWealth Management
Illinois
$1.52M +$1.28M +27,624 +593%
AWM
284
Apollon Wealth Management
South Carolina
$1.48M +$1.22M +26,210 +497%
RCA
285
Resonant Capital Advisors
Wisconsin
$1.46M – – –
SWG
286
Summit Wealth Group
Vermont
$1.41M +$86.7K +1,868 +7%
FPWM
287
FSB Premier Wealth Management
Iowa
$1.38M -$18.2K -391 -1%
AWA
288
Arete Wealth Advisors
Illinois
$1.36M +$336K +7,228 +33%
SL
289
Sentinus LLC
Illinois
$1.36M +$157K +3,380 +13%
SNWA
290
Siligmueller & Norvid Wealth Advisors
Illinois
$1.36M +$1.17M +25,308 New
TPW
291
Transatlantique Private Wealth
New York
$1.29M +$302K +6,495 +31%
WCWM
292
Willow Creek Wealth Management
California
$1.29M – – –
GWMIA
293
Global Wealth Management Investment Advisory
Florida
$1.28M +$25.5K +549 +2%
NS
294
NBC Securities
Alabama
$1.26M +$74.4K +1,603 +6%
SWP
295
Stratos Wealth Partners
Ohio
$1.25M +$30.8K +663 +3%
PP
296
Prosperity Planning
Missouri
$1.21M +$51.4K +1,108 +4%
SI
297
Stephens Inc
Arkansas
$1.18M +$83.4K +1,797 +8%
GWM
298
Geneos Wealth Management
Colorado
$1.16M +$208K +4,481 +22%
BBA
299
BLB&B Advisors
Pennsylvania
$1.11M +$47.4K +1,020 +5%
EP
300
Essential Planning
New Hampshire
$1.1M -$131K -2,822 -11%
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