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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
501
Washington Trust Advisors
Massachusetts
$19.4K +$18.5K +419 New
AW
502
Avion Wealth
Texas
$19K – – –
AGWCA
503
Annis Gardner Whiting Capital Advisors
Florida
$18.1K +$840 +19 +5%
MSG
504
Main Street Group
Virginia
$17K +$16.2K +366 New
LC
505
Lindbrook Capital
California
$16.5K – – –
S
506
Sachetta
Massachusetts
$15.9K +$15.2K +343 New
OP
507
ORG Partners
Indiana
$14.5K +$13.6K +308 New
LPP
508
Life Planning Partners
Florida
$12.7K +$12.2K +275 New
EWM
509
EPG Wealth Management
Georgia
$12.5K -$1.55K -35 -11%
CMA
510
Cedar Mountain Advisors
Oregon
$12.1K – – –
FFC
511
First Financial Corp
Indiana
$11.8K -$1.72K -39 -13%
OA
512
Operose Advisors
Wisconsin
$11.7K – – –
OAJ
513
Ogorek Anthony Joseph
New York
$11K +$11.2K +254 New
KFI
514
Key Financial Inc
Pennsylvania
$10.6K – – –
CAS
515
Coppell Advisory Solutions
Texas
$10.4K -$3.27K -74 -25%
NP
516
NorthRock Partners
Minnesota
$10.2K -$738K -16,692 -99%
FSWA
517
Financial Synergies Wealth Advisors
Texas
$10.1K +$7.43K +168 +317%
EWP
518
Elevation Wealth Partners
California
$9.68K – – –
VWM
519
Valley Wealth Managers
New Jersey
$9.55K – – –
HIA
520
Harbor Investment Advisory
Maryland
$9.46K +$133 +3 +1%
BWM
521
Baystate Wealth Management
Massachusetts
$9.14K +$133 +3 +2%
GM
522
GeoWealth Management
Illinois
$9K +$8.8K +199 New
HFS
523
Hantz Financial Services
Michigan
$8K +$796 +18 +12%
GTAM
524
Global Trust Asset Management
Florida
$7.23K – – –
PCWA
525
Pacific Capital Wealth Advisors
California
$7.23K +$6.9K +156 New
19 20
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