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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
401
Avaii Wealth Management
Wisconsin
$299K +$32.6K +737 +13%
TTWM
402
TCV Trust & Wealth Management
Virginia
$296K +$51.9K +1,175 +23%
BC
403
Barrett & Company
Rhode Island
$294K +$7.07K +160 +3%
SPC
404
Sigma Planning Corp
Michigan
$284K -$322K -7,283 -54%
HAS
405
HBW Advisory Services
California
$282K +$12.7K +287 +5%
NRI
406
NFP Retirement Inc
California
$282K +$37.3K +844 +16%
FFA
407
Farther Finance Advisors
California
$279K +$260K +5,875 +4,196%
FLA
408
Financial Life Advisors
Texas
$271K +$23.1K +523 +10%
VCM
409
Verde Capital Management
Michigan
$269K -$227K -5,133 -47%
PFPT
410
Pinnacle Financial Partners (Tennessee)
Tennessee
$268K -$10.4K -236 -4%
SCA
411
Snowden Capital Advisors
New York
$267K -$15K -340 -6%
OLVIG
412
Oliver Lagore Vanvalin Investment Group
Michigan
$265K -$371K -8,386 -59%
AFA
413
AA Financial Advisors
Ohio
$257K +$245K +5,545 New
TA
414
TrueWealth Advisors
Alabama
$256K -$29.2K -660 -11%
LFG
415
Lockerman Financial Group
California
$254K +$242K +5,476 New
PFG
416
Pacific Financial Group
Washington
$248K -$44.4K -1,005 -16%
BAM
417
Belpointe Asset Management
Nevada
$246K +$24K +543 +11%
DP
418
Dearborn Partners
Illinois
$244K – – –
GC
419
Gilbert & Cook
Iowa
$244K +$232K +5,259 New
PFS
420
Prospera Financial Services
Texas
$241K -$6.06K -137 -3%
BL
421
BCWM LLC
Kansas
$241K +$230K +5,194 New
LSA
422
Lion Street Advisors
Texas
$234K – – –
IAN
423
Integrated Advisors Network
Texas
$233K +$663 +15 +0.3%
PB
424
Pinnacle Bancorp
Nebraska
$219K – – –
KFGK
425
Keystone Financial Group (Kentucky)
Kentucky
$219K -$15.6K -353 -7%
15 16
17
18 19