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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
551
NorthRock Partners
Minnesota
$16.6K +$9.56K +208 +131%
WIM
552
Westside Investment Management
California
$16.5K – – –
SIS
553
Sound Income Strategies
Florida
$16.4K -$1.15K -25 -6%
LI
554
LRI Investments
Florida
$13.9K – – –
WA
555
WPG Advisers
Maryland
$13.8K +$14K +305 New
RA
556
Rise Advisors
New York
$13.7K +$184 +4 +1%
UCB
557
United Community Bank
South Carolina
$13.4K +$13.6K +296 New
EWM
558
EPG Wealth Management
Georgia
$12.6K – – –
HR
559
Howe & Rusling
New York
$11.7K -$8.74K -190 -43%
VWM
560
Valley Wealth Managers
New Jersey
$11.6K – – –
SC
561
SouthState Corp
Florida
$11.5K +$11.6K +253 New
KFI
562
Key Financial Inc
Pennsylvania
$10.3K – – –
SIC
563
Salem Investment Counselors
North Carolina
$10.2K +$10.4K +226 New
EB
564
Eastern Bank
Massachusetts
$10.2K – – –
WP
565
WealthShield Partners
North Carolina
$9.48K – – –
SPF
566
South Plains Financial
Texas
$9.07K +$9.2K +200 New
HIA
567
Harbor Investment Advisory
Maryland
$8.57K – – –
NMG
568
New Millennium Group
Utah
$8.57K +$7.68K +167 +759%
EWP
569
Elevation Wealth Partners
California
$7.84K – – –
FDW
570
Fourth Dimension Wealth
Ohio
$7.75K +$7.86K +171 New
NSIM
571
North Star Investment Management
Illinois
$7.25K – – –
BCMLT
572
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.18K +$46 +1 +0.6%
GTAM
573
Global Trust Asset Management
Florida
$7.07K – – –
MFS
574
Mattson Financial Services
Michigan
$6.66K +$6.48K +141 New
SAM
575
Synergy Asset Management
Washington
$6.66K +$6.48K +141 New
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