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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
326
Sagespring Wealth Partners
Tennessee
$824K +$60.1K +1,314 +8%
GFPC
327
Global Financial Private Client
Florida
$824K +$6.04K +132 +0.7%
SWTS
328
Stonehaven Wealth & Tax Solutions
Wisconsin
$802K +$178K +3,896 +29%
RI
329
Ridgewood Investments
New Jersey
$801K +$134K +2,932 +20%
NCFG
330
New Century Financial Group
New Jersey
$795K -$4.8K -105 -0.6%
MCM
331
MAI Capital Management
Ohio
$788K -$10.5K -230 -1%
AAM
332
Advisors Asset Management
Colorado
$776K +$70.4K +1,540 +10%
TPW
333
Transatlantique Private Wealth
New York
$774K +$216K +4,713 +39%
FAIM
334
Financial Advocates Investment Management
Washington
$767K +$26.3K +575 +4%
FA
335
FSA Advisors
Michigan
$755K +$514K +11,239 +222%
IAA
336
Independent Advisor Alliance
North Carolina
$751K -$833K -18,222 -53%
Q1WB
337
Quest 10 Wealth Builders
Virginia
$745K +$12.2K +266 +2%
SPC
338
Sigma Planning Corp
Michigan
$741K +$19.3K +422 +3%
ARC
339
Advisor Resource Council
Texas
$722K +$756K +16,534 New
IA
340
Inspire Advisors
Idaho
$718K +$34.5K +754 +5%
MW
341
Marcum Wealth
Ohio
$708K +$14.7K +322 +2%
LJAC
342
L.J. Altfest & Co
New York
$705K -$26.5K -579 -4%
BIG
343
Brookwood Investment Group
Arizona
$695K +$686K +15,002 New
LWAM
344
Legacy Wealth Asset Management
Minnesota
$666K -$5.35K -117 -0.8%
LFAS
345
Level Four Advisory Services
Texas
$663K +$67.1K +1,467 +11%
LIA
346
LifePlan Investment Advisors
North Carolina
$661K +$67.9K +1,486 +12%
GL
347
Graypoint LLC
New York
$658K – – –
RA
348
RFG Advisory
Alabama
$647K -$809K -17,688 -56%
MWM
349
Maripau Wealth Management
Indiana
$647K -$69K -1,510 -10%
SAM
350
Seelaus Asset Management
New Jersey
$643K +$24K +525 +4%
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