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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
301
Gradient Investments
Minnesota
$9K -$8.75K -165 -51%
VFA
302
Valeo Financial Advisors
Indiana
$7K -$42.6K -803 -86%
FHA
303
Flagship Harbor Advisors
Massachusetts
$7K -$1.01K -19 -11%
AWM
304
AllSquare Wealth Management
New York
$7K – – –
EAM
305
Eukles Asset Management
Ohio
$7K – – –
SWP
306
Strategic Wealth Partners
Ohio
$5.39K +$4.98K +94 +64%
1NWS
307
1 North Wealth Services
Maryland
$5K +$5.41K +102 New
1IA
308
1834 Investment Advisors
Wisconsin
$4K -$20K -378 -84%
JFA
309
JNBA Financial Advisors
Minnesota
$4K – – –
CAN
310
Claraphi Advisory Network
United States
$4K +$3.98K +75 New
AF
311
Allworth Financial
California
$3K – – –
LFG
312
Larson Financial Group
Missouri
$3K – – –
TFGT
313
TS Financial Group (TSFG)
Illinois
$3K – – –
FMP
314
Financial Management Professionals
Texas
$2K – – –
RAM
315
Riggs Asset Management
Pennsylvania
$2K – – –
CFN
316
Cordasco Financial Network
Florida
$2K +$2.02K +38 New
GEA
317
Glen Eagle Advisors
New Jersey
$1.39K – – –
TWA
318
TCI Wealth Advisors
Arizona
$1K – – –
KFS
319
Kelly Financial Services
Massachusetts
$852 +$848 +16 New
CIA
320
Cascade Investment Advisors
Oregon
$160 +$159 +3 New
USAA
321
United Services Automobile Association
Texas
– -$69.3M -1,311,000 Closed
OFS
322
OneAscent Financial Services
Alabama
– -$22.9M -433,302 Closed
MWM
323
Merriman Wealth Management
Washington
– -$7.81M -148,208 Closed
FA
324
FDx Advisors
Illinois
– -$440K -8,329 Closed
OMC
325
Old Mission Capital
Illinois
– -$430K -8,145 Closed
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