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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
401
Strategic Wealth Partners
Ohio
$289K +$289K +6,331 New
CPIG
402
Chicago Partners Investment Group
Illinois
$288K +$295K +6,477 New
WCFA
403
Walkner Condon Financial Advisors
Wisconsin
$288K -$9.8K -215 -3%
HAS
404
HBW Advisory Services
California
$282K – – –
TCWA
405
Turtle Creek Wealth Advisors
Texas
$279K +$279K +6,120 New
FFA
406
Farther Finance Advisors
California
$277K +$5.56K +122 +2%
DFA
407
DHK Financial Advisors
New Hampshire
$275K -$54.5K -1,196 -17%
AFA
408
AA Financial Advisors
Ohio
$275K +$22K +482 +9%
EWA
409
Exencial Wealth Advisors
Oklahoma
$273K -$66.9K -1,467 -20%
BAM
410
Belpointe Asset Management
Nevada
$270K +$28.5K +624 +12%
SI
411
Stephens Inc
Arkansas
$270K +$270K +5,911 New
PP
412
Patten & Patten
Tennessee
$259K +$259K +5,680 New
HIP
413
HUB Investment Partners
Texas
$258K -$82.4K -1,808 -24%
GC
414
Gilbert & Cook
Iowa
$257K +$17.6K +385 +7%
LFG
415
Lockerman Financial Group
California
$257K +$7.39K +162 +3%
PFG
416
Pacific Financial Group
Washington
$257K +$13.4K +294 +6%
FLA
417
Financial Life Advisors
Texas
$256K -$10.3K -225 -4%
IWC
418
Integrated Wealth Concepts
Massachusetts
$256K -$116K -2,549 -31%
TTWM
419
TCV Trust & Wealth Management
Virginia
$248K -$42.6K -935 -15%
CPG
420
Cornerstone Planning Group
New Jersey
$244K -$91.7K -2,011 -27%
DP
421
Dearborn Partners
Illinois
$240K – – –
VCM
422
Verde Capital Management
Michigan
$240K -$25.2K -552 -10%
TA
423
TrueWealth Advisors
Alabama
$240K -$12.6K -277 -5%
CI
424
CPR Investments
Michigan
$237K +$237K +5,199 New
PFPT
425
Pinnacle Financial Partners (Tennessee)
Tennessee
$237K -$26.6K -583 -10%
15 16
17
18 19