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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
326
1900 Wealth Management
Texas
$545K -$848K -18,606 -61%
PW
327
Peninsula Wealth
California
$536K -$73.7K -1,616 -12%
FF
328
Farrell Financial
New York
$524K -$71.8K -1,574 -12%
ACP
329
Aveo Capital Partners
Colorado
$513K +$107K +2,352 +26%
NS
330
NBC Securities
Alabama
$511K +$28.9K +634 +6%
CA
331
Cambridge Advisors
Nebraska
$511K – – –
SGI
332
Summit Global Investments
Utah
$503K +$17.5K +384 +4%
IGWM
333
ICA Group Wealth Management
Colorado
$498K +$20.7K +453 +4%
GL
334
Graypoint LLC
New York
$498K +$182K +4,002 +58%
PJSIMP
335
P.J. Schmidt Investment Management (PJS)
Wisconsin
$492K +$102K +2,243 +26%
CAG
336
Csenge Advisory Group
Florida
$487K +$8.3K +182 +2%
MWM
337
Mission Wealth Management
California
$478K -$202K -4,428 -30%
IP
338
Ignite Planners
California
$468K -$12K -264 -2%
LWM
339
LongView Wealth Management
Georgia
$465K +$117K +2,562 +34%
SEP
340
Southland Equity Partners
Missouri
$464K -$5.75K -126 -1%
RFN
341
Redwood Financial Network
Ohio
$450K -$92.2K -2,022 -17%
CA
342
Continuum Advisory
Idaho
$450K -$736K -16,138 -62%
FTS
343
Fifth Third Securities
Ohio
$449K +$17.5K +383 +4%
MWM
344
Merriman Wealth Management
Washington
$443K +$21.7K +475 +5%
PCIA
345
Prime Capital Investment Advisors
Kansas
$440K +$23.9K +524 +6%
TC
346
Trilogy Capital
California
$437K +$120K +2,635 +38%
KFS
347
Kelly Financial Services
Massachusetts
$436K -$22.7K -497 -5%
EH
348
Equitable Holdings
New York
$430K -$42.2K -925 -9%
PAS
349
Park Avenue Securities
New York
$426K -$11.3M -247,024 -96%
RIM
350
Redwood Investment Management
Arizona
$423K -$54.8K -1,202 -11%
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