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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
401
Hudock Inc
Pennsylvania
$72K – – –
FGAM
402
Financial Gravity Asset Management
Texas
$71K +$76.7K +1,435 New
MA
403
MUFG Americas
New York
$69K -$36.6K -685 -35%
EVM
404
Eaton Vance Management
Massachusetts
$63K +$1.5K +28 +2%
AWA
405
Arkadios Wealth Advisors
Georgia
$59K +$3.53K +66 +6%
NG
406
NWK Group
California
$57K +$57.3K +1,071 New
DSC
407
Duncker Streett & Co
Missouri
$56K – – –
ACA
408
Aptus Capital Advisors
Alabama
$56K +$37.1K +693 +197%
CWC
409
Carolinas Wealth Consulting
North Carolina
$50K – – –
CFD
410
Creative Financial Designs
Indiana
$50K +$1.66K +31 +3%
AAM
411
Advisors Asset Management
Colorado
$48K -$73.9K -1,382 -60%
CAL
412
Capital Analysts LLC
Pennsylvania
$48K +$26.6K +498 +121%
MA
413
Montag & Associates
Georgia
$46K – – –
HS
414
Horan Securities
United States
$44K – – –
RDWM
415
Red Door Wealth Management
Tennessee
$44K +$44.9K +840 New
WPA
416
West Paces Advisors
Georgia
$43.9K +$44K +822 New
IRC
417
Investors Research Corp
Georgia
$42K – – –
IRAG
418
Investment Research & Advisory Group
Georgia
$36K +$36K +674 New
CFO
419
CVA Family Office
Colorado
$34K – – –
EL
420
EMFO LLC
Florida
$34K +$33.7K +630 New
BWL
421
Bogart Wealth LLC
Virginia
$34K +$34K +636 New
VNA
422
Valley National Advisers
Pennsylvania
$33K -$186K -3,486 -85%
GTAM
423
Global Trust Asset Management
Florida
$30K +$107 +2 +0.4%
EWM
424
Elmwood Wealth Management
California
$29K – – –
BW
425
Bison Wealth
Georgia
$27K -$486K -9,095 -95%
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17
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