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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
YIM
526
Yoffe Investment Management
Pennsylvania
$236K – – –
CCFM
527
Clear Creek Financial Management
Washington
$235K -$29.5K -630 -11%
PFPG
528
Pinnacle Financial Partners (Georgia)
Georgia
$234K -$15.9K -339 -6%
ELM
529
Elite Life Management
Florida
$233K – – –
CAM
530
Capital Asset Management
Colorado
$230K -$681K -14,549 -75%
CFG
531
Carter Financial Group
Illinois
$229K +$7.25K +155 +3%
SFS
532
Sowell Financial Services
Arkansas
$226K -$33.3K -712 -13%
SP
533
Successful Portfolios
Florida
$226K -$234 -5 -0.1%
FHA
534
Flagship Harbor Advisors
Massachusetts
$225K -$8K -171 -3%
WANY
535
Wealthspire Advisors (New York)
New York
$224K -$19K -405 -8%
FIM
536
Freedom Investment Management
Connecticut
$224K +$13.8K +294 +7%
PF
537
Phoenix Financial
Israel
$224K – – –
IAS
538
Insigneo Advisory Services
Florida
$223K +$13.4K +287 +6%
GWM
539
GDS Wealth Management
Texas
$222K +$222K +4,740 New
FA
540
FSA Advisors
Michigan
$218K -$17.9K -383 -8%
SFG
541
Strive Financial Group
Indiana
$216K +$176K +3,757 +437%
OPWM
542
Oregon Pacific Wealth Management
Oregon
$215K +$15.8K +338 +8%
RF
543
Rossby Financial
Florida
$214K -$39.7K -849 -16%
DRP
544
Decker Retirement Planning
Utah
$213K +$8.61K +184 +4%
PAS
545
PKS Advisory Services
New York
$213K +$212K +4,540 New
SWP
546
Strategic Wealth Partners
Ohio
$212K -$7.53K -161 -3%
PCIA
547
Prime Capital Investment Advisors
Kansas
$212K +$212K +4,522 New
MCWS
548
McKinley Carter Wealth Services
West Virginia
$211K +$211K +4,517 New
CYG
549
Clean Yield Group
Vermont
$210K – – –
CJ
550
Caitlin John
Michigan
$210K -$10.1K -215 -5%
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