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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
426
Lifeworks Advisors
Michigan
$344K -$42.4K -913 -11%
AWA
427
Acorn Wealth Advisors
Michigan
$338K -$51.5K -1,110 -13%
EIP
428
Ellis Investment Partners
Pennsylvania
$336K -$13.8K -298 -4%
UAG
429
United Advisor Group
Ohio
$335K +$3.58K +77 +1%
WWM
430
Western Wealth Management
Colorado
$333K -$3.16K -68 -0.9%
WCFA
431
Walkner Condon Financial Advisors
Wisconsin
$328K +$68.6K +1,477 +27%
PF
432
Phoenix Financial
Israel
$322K +$319K +6,867 New
RIM
433
Redwood Investment Management
Arizona
$314K -$49.1K -1,057 -14%
BC
434
Barrett & Company
Rhode Island
$313K +$1.11K +24 +0.4%
PJSIMP
435
P.J. Schmidt Investment Management (PJS)
Wisconsin
$313K -$285K -6,132 -48%
OCM
436
Orleans Capital Management
Louisiana
$312K – – –
LWM
437
LongView Wealth Management
Georgia
$304K -$72.1K -1,553 -19%
HIP
438
HUB Investment Partners
Texas
$303K -$24.4K -526 -8%
CC
439
Copperleaf Capital
North Carolina
$303K -$14.9K -320 -5%
SCA
440
Snowden Capital Advisors
New York
$303K -$14.3K -308 -5%
SAS
441
Stelac Advisory Services
New York
$302K – – –
FPW
442
Flywheel Private Wealth
California
$301K +$297K +6,400 New
MCM
443
M1 Capital Management
Michigan
$297K +$294K +6,324 New
RFG
444
REAP Financial Group
Texas
$297K +$45K +969 +18%
FTS
445
Fifth Third Securities
Ohio
$292K -$33.1K -712 -10%
DW30
446
Drucker Wealth 3.0
New Jersey
$288K -$62K -1,335 -18%
PP
447
Patten & Patten
Tennessee
$288K +$464 +10 +0.2%
TCWA
448
Turtle Creek Wealth Advisors
Texas
$287K – – –
CIAS
449
Capital Investment Advisory Services
North Carolina
$285K +$36K +775 +15%
LFG
450
Larson Financial Group
Missouri
$283K -$15.7K -338 -5%
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