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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
351
LongView Wealth Management
Georgia
$440K -$22.8K -508 -5%
EWM
352
Empirical Wealth Management
Washington
$439K +$149K +3,318 +52%
RFN
353
Redwood Financial Network
Ohio
$432K -$15.7K -349 -4%
FTS
354
Fifth Third Securities
Ohio
$425K -$21.9K -487 -5%
TCM
355
Tran Capital Management
California
$417K – – –
CIC
356
Cutler Investment Counsel
Oregon
$412K -$164K -3,647 -29%
WT
357
Whittier Trust
California
$411K – – –
NS
358
NBC Securities
Alabama
$410K -$86.6K -1,925 -18%
RFP
359
RCS Financial Planning
Maryland
$405K -$1.23M -27,282 -75%
LAM
360
LifePro Asset Management
California
$405K +$23.5K +522 +6%
LFG
361
Larson Financial Group
Missouri
$398K +$367K +8,159 +1,320%
CFG
362
Cooper Financial Group
California
$397K +$33.7K +749 +9%
LIA
363
LifePlan Investment Advisors
North Carolina
$395K +$65.5K +1,456 +20%
WWM
364
Western Wealth Management
Colorado
$391K -$2.97K -66 -0.8%
CC
365
Cultivar Capital
Texas
$389K – – –
SWP
366
SIMA Wealth Partners
Virginia
$387K +$383K +8,524 New
MWP
367
Meridian Wealth Partners
Pennsylvania
$385K – – –
SI
368
Stephens Inc
Arkansas
$382K +$113K +2,514 +43%
IFG
369
Independent Financial Group
California
$379K -$21.4K -476 -5%
BPA
370
Beacon Pointe Advisors
California
$379K +$3.06K +68 +0.8%
RL
371
Rogco LP
Oklahoma
$376K -$5.58K -124 -1%
TPI
372
Trust Point Inc
Wisconsin
$373K +$900 +20 +0.2%
RIM
373
Redwood Investment Management
Arizona
$372K -$48.6K -1,080 -12%
MWM
374
Mission Wealth Management
California
$364K -$111K -2,469 -24%
P
375
Pitcairn
Pennsylvania
$363K – – –
13 14
15
16 17