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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
426
Trivium Point Advisory
Connecticut
– -$258K -4,750 Closed
CC
427
Courier Capital
New York
– -$256K -4,700 Closed
PFS
428
Prospera Financial Services
Texas
– -$228K -4,187 Closed
CA
429
CapWealth Advisors
Tennessee
– -$224K -4,129 Closed
CL
430
CPWM LLC
Washington
– -$209K -3,839 Closed
PWA
431
Physician Wealth Advisors
Utah
– -$202K -3,702 Closed
JPLA
432
Joseph P. Lucia & Associates
New York
– -$126K -2,320 Closed
MAM
433
Marquette Asset Management
Minnesota
– -$123K -2,260 Closed
BFIM
434
Beese Fulmer Investment Management
Ohio
– -$79K -1,446 Closed
PA
435
Procyon Advisors
Connecticut
– -$54K -995 Closed
SF
436
Synovus Financial
Georgia
– -$25K -472 Closed
SWM
437
Selective Wealth Management
Virginia
– -$22K -397 Closed
RDWM
438
Red Door Wealth Management
Tennessee
– -$16K -300 Closed
MCM
439
Manchester Capital Management
Vermont
– -$16K -297 Closed
SBL
440
Sargent Bickham Lagudis
Colorado
– -$16K -287 Closed
AWM
441
Apollon Wealth Management
South Carolina
– -$13K -241 Closed
BWM
442
BerganKDV Wealth Management
Minnesota
– -$12K -229 Closed
FA
443
Financial Advantage
Maryland
– -$8K -152 Closed
WIM
444
Westside Investment Management
California
– -$4 -82 Closed
KPW
445
Kore Private Wealth
New York
– -$3K -72 Closed
OC
446
Oakworth Capital
Alabama
– -$3K -60 Closed
PWP
447
Principle Wealth Partners
Connecticut
– -$3K -53 Closed
RAM
448
Riggs Asset Management
Pennsylvania
– -$2K -53 Closed
PIMG
449
Patriot Investment Management Group
Tennessee
– -$2.77K -51 Closed
CA
450
Clearstead Advisors
Ohio
– -$3K -46 Closed
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