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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
401
Wealthspire Advisors (New York)
New York
$408K -$13.6K -292 -3%
PAS
402
Park Avenue Securities
New York
$404K +$2.83K +61 +0.7%
CC
403
Cultivar Capital
Texas
$402K – – –
BWS
404
Buck Wealth Strategies
Colorado
$402K +$650 +14 +0.2%
TCM
405
Tran Capital Management
California
$399K – – –
SJL
406
Shayne & Jacobs LLC
Tennessee
$394K – – –
AG
407
Ascent Group
Virginia
$392K -$1.2M -25,840 -76%
CA
408
CoreCap Advisors
Michigan
$388K -$461K -9,929 -55%
SWP
409
SIMA Wealth Partners
Virginia
$385K -$696 -15 -0.2%
ATC
410
Argent Trust Co
Tennessee
$383K -$19K -409 -5%
AIM
411
Advyzon Investment Management
Illinois
$375K +$106K +2,288 +40%
AFG
412
Atomi Financial Group
New York
$373K +$62.4K +1,344 +20%
WMA
413
West Michigan Advisors
Michigan
$371K +$2.79K +60 +0.8%
IWM
414
IHT Wealth Management
Illinois
$370K +$366K +7,885 New
CIC
415
Carnegie Investment Counsel
Ohio
$366K +$2K +43 +0.6%
BWAM
416
Boyd Watterson Asset Management
Ohio
$364K +$2.55K +55 +0.7%
RCAG
417
Rehmann Capital Advisory Group
Michigan
$361K +$279 +6 +0.1%
AWA
418
Arkadios Wealth Advisors
Georgia
$355K +$351K +7,562 New
BJL
419
Brighton Jones LLC
Washington
$352K -$1.72K -37 -0.5%
VAG
420
VisionPoint Advisory Group
Texas
$351K +$70.3K +1,514 +25%
RFP
421
RCS Financial Planning
Maryland
$347K +$82.8K +1,783 +32%
VCP
422
Verus Capital Partners
Arizona
$346K -$26.3K -566 -7%
IWC
423
Integrated Wealth Concepts
Massachusetts
$345K -$199K -4,289 -37%
PB
424
Pinnacle Bancorp
Nebraska
$345K -$22.3K -481 -6%
WEG
425
World Equity Group
Illinois
$345K -$12.4K -268 -4%
15 16
17
18 19