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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
476
Cedar Mountain Advisors
Oregon
$12K – – –
CAS
477
Coppell Advisory Solutions
Texas
$11.6K +$11.7K +253 New
OA
478
Operose Advisors
Wisconsin
$11.6K – – –
AC
479
AlphaCore Capital
California
$11.5K +$11.6K +251 New
KFI
480
Key Financial Inc
Pennsylvania
$10.5K – – –
EWP
481
Elevation Wealth Partners
California
$10.2K +$10.2K +221 New
OC
482
Oakworth Capital
Alabama
$9.84K +$9.9K +214 New
BWS
483
Buck Wealth Strategies
Colorado
$9.66K -$694 -15 -7%
VWM
484
Valley Wealth Managers
New Jersey
$9.47K – – –
ACM
485
Antonetti Capital Management
Florida
$9.2K – – –
HIA
486
Harbor Investment Advisory
Maryland
$9.15K – – –
CSC
487
Caldwell Sutter Capital
California
$9.15K +$9.21K +199 New
TRCT
488
Tower Research Capital (TRC)
New York
$8.97K -$102K -2,195 -92%
BWM
489
Baystate Wealth Management
Massachusetts
$8.88K +$8.93K +193 New
TWD
490
True Wealth Design
Ohio
$7.59K – – –
GTAM
491
Global Trust Asset Management
Florida
$7.17K – – –
JFGIW
492
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.85K +$6.89K +149 New
MWM
493
Mascoma Wealth Management
New Hampshire
$6.81K – – –
FFA
494
Farther Finance Advisors
California
$6.43K -$86.7K -1,874 -93%
BCMLT
495
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.03K +$648 +14 +12%
TWM
496
Tradition Wealth Management
Minnesota
$6K – – –
CWP
497
Concord Wealth Partners
Virginia
$5.26K – – –
VWM
498
Venturi Wealth Management
Texas
$4.63K – – –
MAWCM
499
Mine & Arao Wealth Creation & Management
California
$4.6K – – –
PSB
500
Piscataqua Savings Bank
New Hampshire
$4.6K – – –
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