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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
351
HT Partners
Connecticut
$936K +$12K +255 +1%
SPC
352
Sigma Planning Corp
Michigan
$918K +$275K +5,823 +42%
CAM
353
Capital Asset Management
Colorado
$914K +$72.6K +1,538 +9%
GVAG
354
Great Valley Advisor Group
Delaware
$905K +$298K +6,309 +49%
HT
355
Headlands Technologies
Illinois
$890K +$895K +18,955 New
MCM
356
MAI Capital Management
Ohio
$880K -$48.8K -1,033 -5%
FPI
357
Financial Plan Inc
Washington
$878K +$883K +18,704 New
BT
358
Banque Transatlantique
France
$861K +$866K +18,340 New
SFP
359
Strategic Financial Partners
Oregon
$847K -$10.8K -229 -1%
GFPC
360
Global Financial Private Client
Florida
$843K +$1.27K +27 +0.2%
AWA
361
Arete Wealth Advisors
Illinois
$822K -$76.3K -1,616 -8%
SWTS
362
Stonehaven Wealth & Tax Solutions
Wisconsin
$809K -$31.1K -658 -4%
AA
363
Advisory Alpha
Michigan
$784K -$1.48M -31,328 -65%
ATS
364
Ashton Thomas Securities
New York
$772K +$20K +423 +3%
LWAM
365
Legacy Wealth Asset Management
Minnesota
$765K +$30.2K +640 +4%
BIG
366
Brookwood Investment Group
Arizona
$765K +$37.4K +793 +5%
AFC
367
Avise Financial Cooperative
California
$756K -$45.2K -957 -6%
SAM
368
Seelaus Asset Management
New Jersey
$747K +$21.4K +454 +3%
MC
369
Moors & Cabot
Massachusetts
$720K +$20.5K +435 +3%
LFAS
370
Level Four Advisory Services
Texas
$710K -$17.5K -371 -2%
AMPWP
371
Alvarez & Marsal Private Wealth Partners
Florida
$703K – – –
RF
372
rebel Financial
Ohio
$698K +$60.6K +1,283 +9%
TIM
373
Tortoise Investment Management
New York
$696K -$293K -6,207 -29%
AIM
374
Advyzon Investment Management
Illinois
$696K +$135K +2,850 +24%
IP
375
Ignite Planners
California
$687K -$9.49K -201 -1%
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15
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