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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
101
Private Advisor Group
New Jersey
$9.49M +$666K +15,071 +8%
UWPG
102
Ullmann Wealth Partners Group
Florida
$9.47M +$312K +7,057 +4%
HPC
103
Hobart Private Capital
North Carolina
$9.42M +$2.04M +46,161 +29%
EWA
104
EverSource Wealth Advisors
Alabama
$9.13M +$319K +7,212 +4%
PWM
105
Power Wealth Management
Georgia
$8.96M +$8.55M +193,334 New
SIA
106
SeaBridge Investment Advisors
New Jersey
$8.91M +$4.05M +91,715 +91%
CAN
107
Cetera Advisor Networks
California
$8.88M +$392K +8,859 +5%
WFA
108
Websterrogers Financial Advisors
South Carolina
$8.57M +$6.76M +152,983 +481%
SW
109
Simplicity Wealth
New Jersey
$8.39M +$169K +3,833 +2%
OWM
110
OneAscent Wealth Management
Alabama
$8.3M -$2.87M -64,870 -27%
EA
111
Evolution Advisers
Virginia
$7.82M +$245K +5,551 +3%
FAT
112
First American Trust
California
$7.59M +$1.28M +28,967 +22%
NA
113
NewEdge Advisors
Louisiana
$7.48M +$2.13M +48,227 +42%
SFPM
114
Sensible Financial Planning & Management
Massachusetts
$7.42M +$3.06M +69,272 +76%
GWMIA
115
Global Wealth Management Investment Advisory
Florida
$7.32M -$63K -1,424 -0.9%
SIA
116
Sovereign Investment Advisors
Arizona
$7.3M +$85.7K +1,939 +1%
CCA
117
Cravens & Co Advisors
Tennessee
$7.29M +$6.95M +157,297 New
HSA
118
HBK Sorce Advisory
Pennsylvania
$7.23M +$2.76M +62,543 +67%
1IA
119
1834 Investment Advisors
Wisconsin
$6.99M -$511K -11,559 -7%
MFG
120
Merit Financial Group
Georgia
$6.91M +$163K +3,694 +3%
BHWM
121
Bay Harbor Wealth Management
Maryland
$6.91M -$262K -5,931 -4%
1CP
122
1607 Capital Partners
Virginia
$6.87M +$2.81M +63,600 +75%
KFG
123
Kingdom Financial Group
Arizona
$6.82M -$81.3K -1,838 -1%
MPWT
124
MassMutual Private Wealth & Trust
Connecticut
$6.82M +$83.9K +1,898 +1%
GWSA
125
Global Wealth Strategies & Associates
Colorado
$6.77M +$292K +6,611 +5%
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