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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
501
TS Financial Group (TSFG)
Illinois
$3K – – –
WT
502
Washington Trust
Rhode Island
$3K – – –
FMP
503
Financial Management Professionals
Texas
$3K +$2.31K +48 +240%
LPWM
504
Lake Point Wealth Management
Texas
$3K +$3.52K +73 New
BEI
505
Benjamin Edwards Inc
Missouri
$2K +$1.54K +32 New
HI
506
Hoey Investments
Pennsylvania
$2K +$1.78K +37 New
GG
507
Gleason Group
Kentucky
$2K +$2.17K +45 New
GEA
508
Glen Eagle Advisors
New Jersey
$1.48K – – –
BWM
509
Baystate Wealth Management
Massachusetts
$1K – – –
BCMLT
510
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K – – –
CB
511
CNB Bank
Pennsylvania
$1K – – –
MFAM
512
M Financial Asset Management
Oregon
$1K – – –
MFC
513
Morris Financial Concepts
South Carolina
$1K – – –
TCWA
514
Ten Capital Wealth Advisors
Washington
$1K – – –
VNA
515
Valley National Advisers
Pennsylvania
$1K – – –
WA
516
Win Advisors
Florida
$1K – – –
TFA
517
Transamerica Financial Advisors
Florida
$1K +$578 +12 New
TFS
518
TrustCore Financial Services
Tennessee
$1K +$1.2K +25 New
CWAF
519
Core Wealth Advisors (Florida)
Florida
$1K +$1.3K +27 New
TFA
520
Tobias Financial Advisors
Florida
– -$21.8M -435,757 Closed
5L
521
55I LLC
Massachusetts
– -$21.2M -423,581 Closed
ERIM
522
Eagle Ridge Investment Management
Connecticut
– -$18.5M -369,078 Closed
HWA
523
Heartwood Wealth Advisors
Virginia
– -$17.4M -347,498 Closed
OWM
524
OneAscent Wealth Management
Alabama
– -$9.7M -193,610 Closed
BFM
525
Boothbay Fund Management
New York
– -$6.18M -123,384 Closed
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