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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
101
Freedom Investment Management
Connecticut
$5.36M -$923K -16,962 -15%
ICMP
102
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.34M +$93.7K +1,721 +2%
MPWT
103
MassMutual Private Wealth & Trust
Connecticut
$5.18M +$328K +6,019 +7%
HP
104
HT Partners
Connecticut
$4.85M +$19.3K +354 +0.4%
EC
105
Estate Counselors
Wisconsin
$4.76M +$25.6K +470 +0.5%
SWG
106
Summit Wealth Group
Vermont
$4.59M +$8.06K +148 +0.2%
BWM
107
Brickley Wealth Management
California
$4.54M -$23.6K -433 -0.5%
FNT
108
First National Trust
Pennsylvania
$4.41M +$62.1K +1,140 +1%
CIP
109
Capital Insight Partners
Arizona
$4.26M +$4.27M +78,412 New
CCA
110
Checchi Capital Advisers
California
$4.23M -$516K -9,479 -11%
HW
111
Hancock Whitney
Mississippi
$4.12M -$18.5K -339 -0.4%
TWA
112
Tillar-Wenstrup Advisors
Ohio
$4.11M +$4.11M +75,594 New
APC
113
Aspire Private Capital
North Carolina
$4.1M +$410K +7,536 +11%
DFG
114
DWM Financial Group
Illinois
$4.06M +$4.07M +74,729 New
SP
115
Symmetry Partners
Connecticut
$3.79M +$102K +1,871 +3%
FA
116
FC Advisory
Pennsylvania
$3.67M -$28.1K -516 -0.8%
EA
117
Emerald Advisors
Washington
$3.61M +$95.8K +1,760 +3%
AA
118
Alesco Advisors
New York
$3.55M +$2.69M +49,490 +312%
SIA
119
Strategic Investment Advisors
Michigan
$3.52M +$640K +11,766 +22%
LWM
120
Lionsbridge Wealth Management
Florida
$3.45M +$92.1K +1,692 +3%
TA
121
Tiedemann Advisors
New York
$3.38M -$315K -5,788 -9%
PA
122
Parkside Advisors
California
$3.35M +$620K +11,388 +23%
SIM
123
Sterling Investment Management
Arizona
$3M – – –
SFA
124
Sequoia Financial Advisors
Ohio
$2.85M +$859K +15,782 +43%
BA
125
Bard Associates
Illinois
$2.78M +$2.78M +51,065 New
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