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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
451
Capital Investment Advisory Services
North Carolina
$18.9K +$1.18K +26 +7%
FA
452
Fiduciary Alliance
South Carolina
$18.3K +$18.2K +403 New
AW
453
Avion Wealth
Texas
$18K – – –
TAM
454
Tucker Asset Management
Colorado
$15.8K -$21.9K -483 -58%
CAS
455
Coppell Advisory Solutions
Texas
$13.6K +$13.5K +299 New
CASC
456
Coppell Advisory Solutions Corp
Texas
$13.6K +$13.5K +299 New
VWM
457
Valley Wealth Managers
New Jersey
$12.9K -$866K -19,136 -99%
RFS
458
Retirement Financial Solutions
Tennessee
$12.4K +$12.3K +272 New
CMA
459
Cedar Mountain Advisors
Oregon
$11.9K – – –
OA
460
Operose Advisors
Wisconsin
$11.5K – – –
KFI
461
Key Financial Inc
Pennsylvania
$10.3K – – –
GWM
462
Geneos Wealth Management
Colorado
$10.1K +$2.35K +52 +31%
FSWA
463
Financial Synergies Wealth Advisors
Texas
$10.1K +$91 +2 +0.9%
BCMLT
464
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.6K +$8.78K +194 +1,141%
ACM
465
Antonetti Capital Management
Florida
$9.1K – – –
HIA
466
Harbor Investment Advisory
Maryland
$9.01K – – –
ZIG
467
Zullo Investment Group
Pennsylvania
$8.74K – – –
IF
468
Integrity Financial
Wyoming
$8.56K -$15.6K -345 -65%
PMFA
469
Plante Moran Financial Advisors
Michigan
$8.01K -$408 -9 -5%
BBHC
470
Brown Brothers Harriman & Co
New York
$7.74K +$7.7K +170 New
GTAM
471
Global Trust Asset Management
Florida
$7.1K – – –
HBW
472
Hazlett, Burt & Watson
West Virginia
$7K +$4.35K +96 +139%
MWM
473
Mascoma Wealth Management
New Hampshire
$6.83K +$6.79K +150 New
NMG
474
New Millennium Group
Utah
$6.76K -$317 -7 -4%
RIA
475
Realta Investment Advisors
Delaware
$6.32K -$10.7K -237 -63%
17 18
19
20 21