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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
S
526
SignatureFD
Georgia
$9.31K -$104K -2,315 -92%
HWA
527
HHM Wealth Advisors
Tennessee
$9.31K +$3.64K +81 +65%
HIA
528
Harbor Investment Advisory
Maryland
$9.26K – – –
JPWM
529
Jamison Private Wealth Management
Georgia
$7.86K -$155K -3,442 -95%
EWP
530
Elevation Wealth Partners
California
$7.86K -$2.16K -48 -22%
NSIM
531
North Star Investment Management
Illinois
$7.26K -$3.46K -77 -32%
NRG
532
Nemes Rush Group
Michigan
$7.22K +$7.15K +159 New
VWWMG
533
Vermillion & White Wealth Management Group
Pennsylvania
$7.22K +$7.15K +159 New
BCMLT
534
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.13K – – –
GTAM
535
Global Trust Asset Management
Florida
$7.08K – – –
MWM
536
Mascoma Wealth Management
New Hampshire
$6.81K – – –
BL
537
BFSG LLC
California
$6.58K – – –
WBC
538
West Branch Capital
Massachusetts
$6.49K +$6.43K +143 New
CP
539
Castleview Partners
Texas
$6.26K -$14K -312 -69%
EW
540
Element Wealth
Mississippi
$5.54K – – –
FPF
541
First Pacific Financial
Washington
$5.31K -$2.2K -49 -30%
PP
542
Pacifica Partners
Canada
$5.25K +$5.22K +116 New
TJHA
543
Thomas J. Herzfeld Advisors
Florida
$4.77K +$4.72K +105 New
T
544
Tidemark
California
$4.51K +$45 +1 +1%
WAG
545
Wiser Advisor Group
Arizona
$4.49K +$90 +2 +2%
OA
546
Operose Advisors
Wisconsin
$4.36K – – –
RIA
547
Realta Investment Advisors
Delaware
$4.18K – – –
HGA
548
Hobbs Group Advisors
South Carolina
$4.09K +$4.05K +90 New
FMP
549
Financial Management Professionals
Texas
$4K – – –
SWM
550
Sanctuary Wealth Management
Idaho
$3.77K +$3.73K +83 New
20 21
22
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