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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
526
Strategic Wealth Partners
Ohio
$221K +$897 +19 +0.4%
CJ
527
Caitlin John
Michigan
$220K +$236 +5 +0.1%
TSS
528
Two Sigma Securities
New York
$219K +$220K +4,662 New
ATPW
529
Ashton Thomas Private Wealth
Arizona
$216K +$11K +233 +5%
ESB
530
Essex Savings Bank
Connecticut
$214K -$57.9K -1,227 -21%
AFA
531
AA Financial Advisors
Ohio
$212K -$436K -9,243 -67%
FIM
532
Freedom Investment Management
Connecticut
$211K -$29.3K -620 -12%
NRI
533
NFP Retirement Inc
California
$211K +$1.32K +28 +0.6%
TTWM
534
TCV Trust & Wealth Management
Virginia
$211K +$3.78K +80 +2%
CYG
535
Clean Yield Group
Vermont
$210K – – –
IAS
536
Insigneo Advisory Services
Florida
$210K -$2.31K -49 -1%
LWM
537
Liberty Wealth Management
California
$208K +$209K +4,432 New
IWMO
538
Integrated Wealth Management (Ohio)
Ohio
$207K -$1.13K -24 -0.5%
DRP
539
Decker Retirement Planning
Utah
$205K -$12.9K -274 -6%
MT
540
Midwest Trust
Kansas
$204K +$205K +4,351 New
MA
541
MONECO Advisors
Connecticut
$204K – – –
SAG
542
SageView Advisory Group
California
$204K -$94 -2 -0%
UW
543
Unique Wealth
Florida
$203K +$204K +4,317 New
TDB
544
Thompson David Blair
$202K – – –
LWM
545
LongView Wealth Management
Georgia
$201K -$23.3K -494 -10%
BL
546
BCWM LLC
Kansas
$200K +$201K +4,264 New
OPWM
547
Oregon Pacific Wealth Management
Oregon
$200K +$201K +4,260 New
AAP
548
Arax Advisory Partners
Colorado
$197K +$25.9K +549 +15%
PTC
549
Private Trust Company
Ohio
$193K -$11.8K -251 -6%
LWMI
550
Legacy Wealth Management (Idaho)
Idaho
$186K +$7.51K +159 +4%
20 21
22
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