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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
451
Richardson Financial Services
Massachusetts
$181K +$24.1K +536 +16%
BFPW
452
BOK Financial Private Wealth
Colorado
$179K – – –
PTC
453
Private Trust Company
Ohio
$170K +$18.2K +404 +12%
RCM
454
Raleigh Capital Management
North Carolina
$169K -$855 -19 -0.5%
RIL
455
Rothschild Investment LLC
Illinois
$166K +$6.34K +141 +4%
HGERS
456
Householder Group Estate & Retirement Specialist
Arizona
$162K -$2.16K -48 -1%
AWM
457
Avior Wealth Management
Nebraska
$161K +$19.1K +425 +14%
OLVIG
458
Oliver Lagore Vanvalin Investment Group
Michigan
$160K +$1.53K +34 +1%
CPA
459
Cardiff Park Advisors
California
$160K +$1.08K +24 +0.7%
ACA
460
Aptus Capital Advisors
Alabama
$148K +$50.6K +1,126 +53%
VCM
461
Versant Capital Management
Arizona
$147K +$146K +3,247 New
CA
462
Clearstead Advisors
Ohio
$144K +$118K +2,629 +494%
MA
463
Montag & Associates
Georgia
$121K -$42.4K -942 -26%
RA
464
Rise Advisors
New York
$118K +$1.17K +26 +1%
EAM
465
Empirical Asset Management
Massachusetts
$112K +$1.68M +37,436 New
CA
466
CoreCap Advisors
Michigan
$111K -$14.4K -320 -12%
IAIM
467
International Assets Investment Management
Florida
$110K +$109K +2,421 New
PA
468
Pineridge Advisors
Missouri
$110K +$8.05K +179 +8%
CIAS
469
Capital Investment Advisory Services
North Carolina
$101K +$180 +4 +0.2%
RWPA
470
Richard W. Paul & Associates
Michigan
$101K +$8.64K +192 +9%
HR
471
Howe & Rusling
New York
$94.3K +$19.3K +430 +26%
WCM
472
Winthrop Capital Management
Indiana
$94K – – –
FRA
473
Front Row Advisors
California
$90.8K – – –
1IA
474
1620 Investment Advisors
Massachusetts
$89.8K +$89K +1,978 New
HNB
475
Huntington National Bank
Ohio
$88.3K – – –
17 18
19
20 21