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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
FTS
301
Fifth Third Securities
Ohio
$448K +$452K +9,376 New
APA
302
American Portfolios Advisors
New York
$437K -$169K -3,510 -28%
SIS
303
Sound Income Strategies
Florida
$435K -$77.8K -1,615 -15%
AIM
304
AMI Investment Management
Indiana
$432K -$260K -5,406 -37%
PTC
305
Private Trust Company
Ohio
$427K +$430K +8,924 New
W
306
WealthOne
New York
$422K +$425K +8,825 New
KFGK
307
Keystone Financial Group (Kentucky)
Kentucky
$420K +$33.7K +700 +9%
WMA
308
West Michigan Advisors
Michigan
$418K +$12.6K +262 +3%
LIA
309
LBMC Investment Advisors
Tennessee
$416K +$419K +8,699 New
GWM
310
Gitterman Wealth Management
New Jersey
$413K -$117K -2,431 -22%
CST
311
Charles Schwab Trust
Nevada
$411K -$18.3K -379 -4%
JIC
312
Joel Isaacson & Co
New York
$408K +$289 +6 +0.1%
SA
313
SWM Advisors
Florida
$405K – – –
WCFA
314
Walkner Condon Financial Advisors
Wisconsin
$403K – – –
LWA
315
LWS Wealth Advisors
New Jersey
$401K -$75.8K -1,574 -16%
IWC
316
Integrated Wealth Concepts
Massachusetts
$400K +$73.8K +1,533 +22%
DJSG
317
D.J. St. Germain
Massachusetts
$397K +$400K +8,310 New
BFG
318
Berger Financial Group
Minnesota
$396K -$14.6K -304 -4%
YIA
319
YHB Investment Advisors
Connecticut
$394K – – –
LAS
320
Lloyd Advisory Services
Georgia
$388K -$184K -3,817 -32%
MMA
321
Miracle Mile Advisors
California
$387K -$299K -6,200 -43%
RJT
322
Raymond James Trust
Florida
$386K +$69.5K +1,443 +22%
GPA
323
Garrison Point Advisors
California
$385K -$3.61K -75 -0.9%
IC
324
IEQ Capital
California
$381K +$1.69K +35 +0.4%
GL
325
Graypoint LLC
New York
$373K -$294K -6,100 -44%
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