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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
626
Global Wealth Strategies & Associates
Colorado
$17.3K -$5.85K -124 -25%
LWM
627
Lodestone Wealth Management
Washington
$17.1K +$94 +2 +0.6%
WIM
628
Westside Investment Management
California
$17K – – –
PFBT
629
Parkside Financial Bank & Trust
Missouri
$17K – – –
PIS
630
POM Investment Strategies
North Carolina
$16.9K +$17K +361 New
HHCP
631
Hilton Head Capital Partners
South Carolina
$16.5K – – –
WA
632
WPG Advisers
Maryland
$15.7K -$236 -5 -1%
GCM
633
Gunpowder Capital Management
Maryland
$15.7K – – –
SRCM
634
Signature Resources Capital Management
California
$15.6K – – –
GFA
635
Godfrey Financial Associates
New York
$15.2K -$2.08K -44 -12%
BA
636
Blueline Advisors
New Hampshire
$15K +$47 +1 +0.3%
NF
637
Napier Financial
Massachusetts
$14.7K +$14.8K +313 New
BBHC
638
Brown Brothers Harriman & Co
New York
$14.3K -$25.1K -532 -64%
UCB
639
United Community Bank
South Carolina
$14.2K +$14.3K +303 New
MSFP
640
Mark Sheptoff Financial Planning
Connecticut
$13K +$13.1K +278 New
WP
641
WealthShield Partners
North Carolina
$11.9K +$566 +12 +5%
TCOT
642
Trust Company of Toledo
Ohio
$11.7K – – –
RWA
643
Reicon Wealth Advisors
Georgia
$11.3K -$5.62K -119 -33%
IA
644
IFG Advisory
Georgia
$10.5K +$10.5K +223 New
CWP
645
Clark Wealth Partners
Illinois
$10.1K – – –
MCA
646
McGuire Capital Advisors
Oklahoma
$9.91K -$47 -1 -0.5%
VWM
647
Valley Wealth Managers
New Jersey
$9.67K -$4.77K -101 -33%
CFB
648
Cullen/Frost Bankers
Texas
$8.54K -$3.49K -74 -29%
EWP
649
Elevation Wealth Partners
California
$8.12K – – –
FDW
650
Fourth Dimension Wealth
Ohio
$8.03K – – –
24 25
26
27 28