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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
426
Trilogy Capital
California
$284K +$2.94K +63 +1%
TSS
427
Two Sigma Securities
New York
$282K +$278K +5,975 New
RL
428
Rogco LP
Oklahoma
$281K -$109K -2,340 -28%
MWM
429
Modern Wealth Management
Kansas
$280K -$10.6K -227 -4%
CYG
430
Clean Yield Group
Vermont
$278K -$9.32K -200 -3%
VFPW
431
Vantage Financial Partners (Wisconsin)
Wisconsin
$278K +$2.28K +49 +0.8%
FLPIM
432
F.L. Putnam Investment Management
Massachusetts
$277K -$21.1K -452 -7%
GC
433
Gilbert & Cook
Iowa
$276K +$32.6K +700 +14%
FCI
434
Financial Counselors Inc
Kansas
$271K +$268K +5,743 New
EWA
435
Exencial Wealth Advisors
Oklahoma
$268K +$52.6K +1,130 +25%
CIS
436
Continental Investors Services
Washington
$267K +$27.1K +581 +11%
HIP
437
HUB Investment Partners
Texas
$262K -$20K -429 -7%
DFG
438
Delta Financial Group
New Jersey
$262K -$53K -1,138 -17%
FLA
439
Financial Life Advisors
Texas
$261K – – –
PP
440
Patten & Patten
Tennessee
$261K – – –
PFG
441
Pacific Financial Group
Washington
$259K -$5.13K -110 -2%
IAS
442
Insigneo Advisory Services
Florida
$259K +$55.8K +1,198 +28%
WANY
443
Wealthspire Advisors (New York)
New York
$257K +$254K +5,452 New
TTWM
444
TCV Trust & Wealth Management
Virginia
$257K -$21.1K -452 -8%
PWS
445
Proactive Wealth Strategies
Georgia
$257K +$254K +5,454 New
PTC
446
Private Trust Company
Ohio
$256K +$78.9K +1,693 +45%
NL
447
NWAM LLC
Washington
$243K +$240K +5,149 New
BOSSRA
448
B.O.S.S. Retirement Advisors
Utah
$243K +$239K +5,137 New
TPA
449
Trivium Point Advisory
Connecticut
$242K +$248K +5,314 New
AIC
450
Archer Investment Corporation
Indiana
$239K +$42.4K +911 +22%
16 17
18
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