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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
526
Transamerica Financial Advisors
Florida
$1K +$46 +1 +9%
MFC
527
Morris Financial Concepts
South Carolina
$966 – – –
RVM
528
Robinson Value Management
Texas
$966 +$972 +21 New
S
529
SignatureFD
Georgia
$828 – – –
IFAM
530
Institutional & Family Asset Management
Colorado
$644 +$648 +14 New
FBC
531
Fairfield, Bush & Co
Connecticut
$460 +$463 +10 New
GWSG
532
GPS Wealth Strategies Group
Colorado
$322 – – –
FCAG
533
First Capital Advisors Group
New Jersey
$290 +$278 +6 New
HCP
534
Hexagon Capital Partners
Arkansas
$230 – – –
HWM
535
HighMark Wealth Management
Minnesota
$193 – – –
HPC
536
HM Payson & Co
Maine
$145 – – –
PO
537
Private Ocean
California
$138 +$139 +3 New
MA
538
MCF Advisors
Kentucky
$46 +$46 +1 New
SVCP
539
Silicon Valley Capital Partners
California
$37 -$25.4K -550 -100%
LWM
540
Liberty Wealth Management
California
– -$8.53M -183,335 Closed
CHAM
541
Clear Harbor Asset Management
Connecticut
– -$3.37M -72,442 Closed
WEG
542
World Equity Group
Illinois
– -$2.74M -40,531 Closed
EWA
543
EP Wealth Advisors
California
– -$2.82M -30,432 Closed
OMC
544
Old Mission Capital
Illinois
– -$1.12M -24,009 Closed
EC
545
Elequin Capital
New York
– -$952K -20,461 Closed
NYLIM
546
New York Life Investment Management
New York
– -$774K -16,635 Closed
PFO
547
Pathstone Family Office
New Jersey
– -$532K -11,426 Closed
AAS
548
Ameritas Advisory Services
Nebraska
– -$523K -11,238 Closed
RIG
549
RiverFront Investment Group
Virginia
– -$374K -8,034 Closed
CF
550
Centaurus Financial
California
– -$372K -7,994 Closed
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