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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
501
Mine & Arao Wealth Creation & Management
California
$5K – – –
NL
502
NVWM LLC
Pennsylvania
$5K – – –
PSB
503
Piscataqua Savings Bank
New Hampshire
$5K – – –
SWM
504
Selective Wealth Management
Virginia
$5K – – –
PO
505
Private Ocean
California
$5K +$5.18K +101 New
SW
506
SVB Wealth
Massachusetts
$4K -$283K -5,504 -98%
JFA
507
JNBA Financial Advisors
Minnesota
$4K – – –
LWP
508
Lumature Wealth Partners
Georgia
$4K – – –
MAM
509
McCarthy Asset Management
California
$4K – – –
TF
510
Tompkins Financial
New York
$4K – – –
WT
511
Washington Trust
Rhode Island
$4K +$3.59K +70 New
TFGT
512
TS Financial Group (TSFG)
Illinois
$3K – – –
LWA
513
Lenox Wealth Advisors
New York
$2K -$29.9K -583 -94%
CB
514
CNB Bank
Pennsylvania
$2K -$6.93K -135 -82%
GEA
515
Glen Eagle Advisors
New Jersey
$1.55K +$257 +5 +19%
SBL
516
Sargent Bickham Lagudis
Colorado
$1K -$7.39K -144 -84%
VNA
517
Valley National Advisers
Pennsylvania
$1K -$873 -17 -41%
BWM
518
Baystate Wealth Management
Massachusetts
$1K -$411 -8 -42%
MFAM
519
M Financial Asset Management
Oregon
$1K – – –
MFC
520
Morris Financial Concepts
South Carolina
$1K – – –
WA
521
Win Advisors
Florida
$1K – – –
FMP
522
Financial Management Professionals
Texas
$1K +$205 +4 +25%
TFP
523
Tilia Fiduciary Partners
North Carolina
$1K +$513 +10 New
TCM
524
Tradewinds Capital Management
Washington
$1K +$565 +11 New
BCMLT
525
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K +$873 +17 New
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