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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
401
Dynamic Advisor Solutions
Arizona
$351K +$24.6K +527 +8%
CFG
402
Cooper Financial Group
California
$349K -$62.3K -1,338 -15%
SCA
403
Snowden Capital Advisors
New York
$342K +$15.2K +327 +5%
SWM
404
Spire Wealth Management
Virginia
$340K +$62.4K +1,339 +23%
RFG
405
REAP Financial Group
Texas
$340K -$122K -2,615 -27%
CWM
406
Cornerstone Wealth Management
Missouri
$338K -$37.3K -800 -10%
BWAM
407
Boyd Watterson Asset Management
Ohio
$332K -$39.6K -850 -11%
WCFA
408
Walkner Condon Financial Advisors
Wisconsin
$325K +$26.9K +577 +9%
OCM
409
Orleans Capital Management
Louisiana
$323K +$319K +6,850 New
LIA
410
LBMC Investment Advisors
Tennessee
$319K – – –
SAG
411
SageView Advisory Group
California
$319K +$315K +6,755 New
WSFS
412
Wilmington Savings Fund Society
Delaware
$319K +$315K +6,753 New
HF
413
HRT Financial
New York
$316K +$312K +6,694 New
AL
414
ACAS LLC
California
$312K – – –
PB
415
Pinnacle Bancorp
Nebraska
$311K +$2.98K +64 +1%
LFG
416
Lockerman Financial Group
California
$306K -$15.6K -334 -5%
BC
417
Barrett & Company
Rhode Island
$303K +$4.1K +88 +1%
AFA
418
AA Financial Advisors
Ohio
$302K +$1.26K +27 +0.4%
SWP
419
Strategic Wealth Partners
Ohio
$294K -$14.3K -307 -5%
RFS
420
Richardson Financial Services
Massachusetts
$293K +$111K +2,380 +60%
IWM
421
IHT Wealth Management
Illinois
$292K +$288K +6,177 New
GC
422
Guidance Capital
Kentucky
$291K +$50.1K +1,076 +21%
AWP
423
Accretive Wealth Partners
New Jersey
$289K -$67.6K -1,451 -19%
TCWA
424
Turtle Creek Wealth Advisors
Texas
$289K – – –
HCP
425
Hexagon Capital Partners
Arkansas
$285K -$36.5K -783 -11%
15 16
17
18 19