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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
501
Avidian Wealth Enterprises
Texas
– -$1.1M -22,971 Closed
CCG
502
Chatham Capital Group
Georgia
– -$697K -14,570 Closed
SGCA
503
Steel Grove Capital Advisors
Tennessee
– -$600K -12,544 Closed
CRWM
504
Castle Rock Wealth Management
California
– -$532K -11,165 Closed
AIM
505
AMI Investment Management
Indiana
– -$432K -9,028 Closed
GWM
506
Gitterman Wealth Management
New Jersey
– -$413K -8,612 Closed
LWA
507
LWS Wealth Advisors
New Jersey
– -$401K -8,389 Closed
YIA
508
YHB Investment Advisors
Connecticut
– -$394K -8,245 Closed
LAS
509
Lloyd Advisory Services
Georgia
– -$388K -8,099 Closed
NW
510
NewEdge Wealth
Pennsylvania
– -$359K -7,500 Closed
CWM
511
ClientFirst Wealth Management
Arkansas
– -$335K -7,000 Closed
RT
512
Rockland Trust
Massachusetts
– -$329K -6,885 Closed
EWM
513
Elmwood Wealth Management
California
– -$304K -6,350 Closed
ARC
514
Advisor Resource Council
Texas
– -$288K -6,016 Closed
DPI
515
Diversified Portfolios Inc
Michigan
– -$272K -5,679 Closed
KF
516
Krilogy Financial
Missouri
– -$268K -5,602 Closed
KW
517
KWB Wealth
California
– -$266K -5,564 Closed
PCIA
518
Prime Capital Investment Advisors
Kansas
– -$252K -5,274 Closed
PFG
519
Pacific Financial Group
Washington
– -$244K -5,107 Closed
LA
520
Latitude Advisors
Florida
– -$239K -4,994 Closed
CIP
521
Capital Insight Partners
Arizona
– -$237K -4,951 Closed
BPA
522
Beacon Pointe Advisors
California
– -$231K -4,840 Closed
WFAG
523
Wescott Financial Advisory Group
Pennsylvania
– -$225K -4,709 Closed
MWM
524
Meridian Wealth Management
Kentucky
– -$216K -4,520 Closed
CCM
525
Crabel Capital Management
California
– -$215K -4,498 Closed
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