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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFPG
526
Pinnacle Financial Partners (Georgia)
Georgia
$234K -$15.9K -339 -6%
ELM
527
Elite Life Management
Florida
$233K – – –
CAM
528
Capital Asset Management
Colorado
$230K -$681K -14,549 -75%
CFG
529
Carter Financial Group
Illinois
$229K +$7.25K +155 +3%
SFS
530
Sowell Financial Services
Arkansas
$226K -$33.3K -712 -13%
SP
531
Successful Portfolios
Florida
$226K -$234 -5 -0.1%
FHA
532
Flagship Harbor Advisors
Massachusetts
$225K -$8K -171 -3%
WANY
533
Wealthspire Advisors (New York)
New York
$224K -$19K -405 -8%
FIM
534
Freedom Investment Management
Connecticut
$224K +$13.8K +294 +7%
PF
535
Phoenix Financial
Israel
$224K – – –
IAS
536
Insigneo Advisory Services
Florida
$223K +$13.4K +287 +6%
GWM
537
GDS Wealth Management
Texas
$222K +$222K +4,740 New
FA
538
FSA Advisors
Michigan
$218K -$17.9K -383 -8%
SFG
539
Strive Financial Group
Indiana
$216K +$176K +3,757 +437%
OPWM
540
Oregon Pacific Wealth Management
Oregon
$215K +$15.8K +338 +8%
RF
541
Rossby Financial
Florida
$214K -$39.7K -849 -16%
DRP
542
Decker Retirement Planning
Utah
$213K +$8.61K +184 +4%
PAS
543
PKS Advisory Services
New York
$213K +$212K +4,540 New
SWP
544
Strategic Wealth Partners
Ohio
$212K -$7.53K -161 -3%
PCIA
545
Prime Capital Investment Advisors
Kansas
$212K +$212K +4,522 New
MCWS
546
McKinley Carter Wealth Services
West Virginia
$211K +$211K +4,517 New
CYG
547
Clean Yield Group
Vermont
$210K – – –
CJ
548
Caitlin John
Michigan
$210K -$10.1K -215 -5%
PTC
549
Private Trust Company
Ohio
$210K +$16.9K +362 +9%
LWM
550
Liberty Wealth Management
California
$208K – – –
20 21
22
23 24